{"id":236464,"date":"2025-05-11T12:30:02","date_gmt":"2025-05-11T12:30:02","guid":{"rendered":"https:\/\/peraltafinancing.com\/business\/investing\/insights-you-might-have-missed-last-week-7\/"},"modified":"2025-05-11T12:30:02","modified_gmt":"2025-05-11T12:30:02","slug":"insights-you-might-have-missed-last-week-7","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=236464","title":{"rendered":"Insights you might have missed last week"},"content":{"rendered":"<p> <br \/>\n<\/p>\n<div id=\"article-1993205\" role=\"article\" about=\"\/blogs\/Insights09May\">\n<header>\n<p>      <!-- Status bar --><\/p>\n<ul class=\"status-bar\">\n<li class=\"author\">\n              <i class=\"icon-employee\"\/><br \/>\n              <label> By:<\/label><br \/>\n                              <a rel=\"author\" href=\"https:\/\/www.savvyinvestor.net\/user\/102682\">Gary Adams<\/a>,<br \/>\n                            \u00a0<span class=\"job-title\">Senior Investment Content Specialist<\/span>              <span class=\"separator\">|<\/span>\n            <\/li>\n<li class=\"date\">\n          <i class=\"icon-date\"\/><br \/>\n          09 May 2025\n        <\/li>\n<\/ul>\n<\/header>\n<div class=\"clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item\">\n<h3><img decoding=\"async\" alt=\"Insights you might have missed\" data-entity-type=\"file\" data-entity-uuid=\"a5b312b4-5432-4345-9f37-1cf4f355e7c3\" src=\"https:\/\/www.savvyinvestor.net\/sites\/default\/files\/inline-images\/savvy-investor-insights-you-might-have-missed-top-pick-banner-756-x-188-px-9.png\" width=\"756\" height=\"188\" loading=\"lazy\"\/><\/h3>\n<h3>AI doctors, deep-sea mining, and Trump&#8217;s constraints<\/h3>\n<p>Explore some of the highest quality insight collected from top asset managers and institutions that you might have missed this week.<\/p>\n<h5><a href=\"https:\/\/www.savvyinvestor.net\/node\/1993053\" class=\"bane\"> <strong>Hong Kong and China Equities: Has the Tide Turned? (Polen Capital)<\/strong><\/a><\/h5>\n<p class=\"abstract-text\">With China\u2019s equity markets trading at historic valuation discounts to the U.S. equity markets and recently showing signs of stabilization after years of underperformance, many investors are asking: has the tide turned?<\/p>\n<h5><a href=\"https:\/\/www.savvyinvestor.net\/node\/1993085\" class=\"bane\"> <strong>Trump\u2019s Deep-Sea Mining Executive Order: The Race for Critical Minerals Enters Uncharted Waters (CSIS)<\/strong><\/a><\/h5>\n<p class=\"abstract-text\">For decades, the U.S. has remained on the sidelines of the deep-sea mining debate as an international body has governed the world\u2019s richest seabed resources. The Trump admin has unequivocally signaled this will no longer be the case.<\/p>\n<h5><a href=\"https:\/\/www.savvyinvestor.net\/node\/1993142\" class=\"bane\"> <strong>Tariff Risks Hit Japan as Competitiveness Declines (Mizuho)<\/strong><\/a><\/h5>\n<p class=\"abstract-text\">Exports in US dollars in 2024 declined 1.4% year-on-year. Exports to the U.S., China, and Europe decreased by -2.2%, -1.4%, and -10.8%, respectively. Export declines are notable for items such as automobiles and general machinery.<\/p>\n<h5><a href=\"https:\/\/www.savvyinvestor.net\/node\/1993107\" class=\"bane\"> <strong>What Mirrors in Space Can Teach Us about Innovation for Sustainability (Arthur D. Little)<\/strong><\/a><\/h5>\n<p class=\"abstract-text\">The energy-from-space concept has gained new momentum. Direct solar reflection involves deploying a constellation of mirrors in space to reflect sunlight directly onto a range of Earth-based solar farms, acting like an additional sun.<\/p>\n<h5><a href=\"https:\/\/www.savvyinvestor.net\/node\/1993184\" class=\"bane\"> <strong>Trump Has Constraints (UBS AM)<\/strong><\/a><\/h5>\n<p class=\"abstract-text\">Recent de-escalations on trade and Fed Chair Powell show sensitivity to the bond market and the potential for damaging economic and political outcomes.<\/p>\n<h5><a href=\"https:\/\/www.savvyinvestor.net\/node\/1993160\" class=\"bane\"> <strong>A Trade Breakdown (Lyn Alden)<\/strong><\/a><\/h5>\n<p class=\"abstract-text\">This article covers: the current and historical dynamics of global trade, an assessment of the current attempt to rebalance trade, portfolio updates i.e. what the author is buying and selling.<\/p>\n<h5><a href=\"https:\/\/www.savvyinvestor.net\/node\/1993185\" class=\"bane\"> <strong>Will AI Doctors Disrupt Drug Commercialization? (UBS AM)<\/strong><\/a><\/h5>\n<p class=\"abstract-text\">AI and large language models are set to revolutionize drug commercialization, transforming traditional marketing and healthcare practices.<\/p>\n<h5><a href=\"https:\/\/www.savvyinvestor.net\/node\/1993080\" class=\"bane\"> <strong>20 Fun Facts about S&amp;P 500 Dividend Aristocrats (S&amp;P Dow Jones Indices)<\/strong><\/a><\/h5>\n<p class=\"abstract-text\">Dive into two decades dividend indexing as S&amp;P Dow Jones Indices reflects on 20 years of the S&amp;P 500 Dividend Aristocrats.<\/p>\n<\/div>\n<footer>\n<p>      <a class=\"link-back\" href=\"https:\/\/www.savvyinvestor.net\/blog\"><i class=\"icon-Back\"\/>Back to all Top Picks<\/a><br \/>\n    <\/footer>\n<p>    <!-- Related content slider -->\n  <\/div>\n\n","protected":false},"excerpt":{"rendered":"<p>By: Gary Adams, \u00a0Senior Investment Content Specialist | 09 May 2025 AI doctors, deep-sea mining, and Trump&#8217;s constraints Explore some of the highest quality insight collected from top asset managers and institutions that you might have missed this week. Hong Kong and China Equities: Has the Tide Turned? (Polen Capital) With China\u2019s equity markets trading [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":236465,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[96],"tags":[10844,13533,1619],"dealstore":[],"offerexpiration":[],"class_list":["post-236464","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investing","tag-insights","tag-missed","tag-week"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Insights you might have missed last week - Som2ny Network<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/fivemor.com\/?p=236464\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Insights you might have missed last week - Som2ny Network\" \/>\n<meta property=\"og:description\" content=\"By: Gary Adams, \u00a0Senior Investment Content Specialist | 09 May 2025 AI doctors, deep-sea mining, and Trump&#8217;s constraints Explore some of the highest quality insight collected from top asset managers and institutions that you might have missed this week. Hong Kong and China Equities: Has the Tide Turned? 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