Man-made recession if it really happens. Fighting inflation with monetary policies is fruitless especially when it's supply side issues. This inflation is caused by logistical supply chain issues like China lockdowns and Ukrainewar disrupting grains and energy supplies. Rising interest rates does nothing to solve these but instead increases cost of business and forcing them to raise prices instead. This inflation requires policy makers to reduce tariffs and improve supply chains with alternative sources. Reducing the cost of food and necessities such as energy. The risk of an induced recession is highly likely and arealready factored in by market.
U.S. Stocks Fall Thursday With the S&P 500 on the Brink of a Bear Market
It's not eise to raise interest rate in March. The rocketing oil price cannot be resolved through higher interest rate. Might cause the recovery to slow down greatly, coupled with the geopolitical risk.
Fed's Powell says still appropriate to raise interest rates by 25 bps in March
Can leave out FB Meta at the moment, if FBand Insta are leaving Europe. They are shooting at they feet. Negative publicity and declining active users especially the millennials Isnot good news for this company.
There's fear in the market. China going into partial lockdown, this should reduce some demand for oil. Downside risk increases with war, supply side issues and sanctions. Cheap stocks for those who are brave and has holding power.
Xpeng has differentiated themselves from mass market low cost EV and positioning themselves as the equivalent of Tesla in China's luxury EV market, now expanding into Europe. They need to expand their production capacity to deliver breakeven and profits. Thedownside risk is the supply chain issues.
7 Electric Vehicle Stocks With Strong Price Targets
Inflation is going to stay high with the perfect storm of high crude, supply issues, shipping jams, and demands due to recovery with countries opening up. Don't think Fed hike is able to reign in inflation.
Brent Crude Rose 2.3% to $95.43 a Barrel, WTI Rose 2.25%
Sea is burning cash to gain market share Ontheir e-commerce front. Will this market share materialize into profits is still some distance away just like Grab. Even after dominating South East Asia's market for transport Grab is still trying very hard to turn profitable.
With more people going back to work, there will be less time for gamers. Garena is the crown jewel but is carrying the loss of Shopee. The high fuel price and inflation would have negative impact on the economy and expendable income. Probably need to wait out the oil crisis before stocking up on SEA.
$XPeng Inc.(XPEV)$ G6 Pre-Sales from RMB$225k below Tesla Model Y RMB$261k. Comes in 6 colors. Pre-sales deduction of RMB$3K. Lunching on 29 June With confirmed price (expected to be lower). Delivery from 1 July. Looks likely to hit their sale volume target with the pricing.