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Non-residential Structures Investment
Spending on data centers has surged for years. While the pace has eased somewhat, growth remains…
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S&P 500 no longer offers the diversification it once did
The S&P 500 is now being driven mostly by the AI story, with the 10 biggest…
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Real Private Fixed Investment in the United States
The broader US economy has become much more reliant on AI’s performance, especially in the last…
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US Copper Miners
Over the past five years, major copper miners have delivered strong overall gains, with share prices…
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Rare-earth supply chain and price discounts in China
China’s export strength is increasingly structural and not cyclical. The chart shows how Chinese manufacturers can…
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Construction cost of nuclear reactors
China doesn’t only dominate critical mineral refining and magnet production (which is crucial for AI-related infrastructure and…
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Real estate has become a real burden for China’s economy
Real estate has become a real burden for China’s economy. It negatively affect country’s GDP growth…
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China’s exports impact on EU growth
China’s exports are likely to continue gaining market share in Europe unless meaningful protectionist measures are…
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10Y Government Bond Yields
Budget deficits, higher inflation, and geopolitics make 10-year government bond yields continue to rise for world’s…
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China’s households consumption structure
Households in China are giving more and more preference to service-based consumption rather than goods-based one.…
Independent research and commentary for informational purposes only. Not investment advice.
New World Invesment Research 