Chinese Stimulus
The Good Morning Report – 24th of Jan 2025
A number of Chinese economists are predicting Xi Man is going to unleash a huge economic stimulus package potentially worth around 10 Trillion Yuan or USD$1.38 Trillion….Our portfolios will get a great kick if the stimulus gets announced in the coming months. .
The Good Morning Report – 10th of October
Arcadium Lithium (LTM) board has quickly accepted a $5.85 per share takeover bid from Rio Tinto (RIO)…..I think RIO is getting a good deal picking LTM up around 50% cheaper than where it was at the start of the year.