In the previous article, we introduced "Trump Trade" strategy. According to RCP poll, as of August 30, Harris's chance of being elected was 48.1%, ahead of Trump's 46.3%. At this point, it is time to talk about "Harris Trade".
Source: Realclear Polling. Data as of August 30, 2024.
What are the differences in Harris's new policy?
1. Core: Reducing the cost of living
In Harris's economic policy speech, the focus is on reducing ...

$LBALUM (9326.MY)$
As a leading aluminum extrusion product manufacturer in Malaysia, LB Aluminium Berhad (LBAlum) will significantly benefit from the United States' tariff policy on aluminum products from China. The following is a detailed analysis of the benefits:
Benefits
1. Improved market competitiveness
USA has increased the tariff on aluminum products from China from 7.5% to 25%, which will significantly increase the cost of China's aluminum products in the USA market. As a non-Chinese supplier, LBAlum can take advantage of this opportunity to expand its market share in the USA.
2. Price Advantage
With the rise in global aluminum prices, LBAlum's product prices and profit margins will also increase. According to S&P Global Commodity Insights, aluminum prices are expected to rebound in 2024, which will drive market demand for aluminum products.
3. Increase in Demand
The demand for aluminum in the usa market is expected to rebound in 2024, providing LBAlum with opportunities to expand its market. The improvement in the supply and demand relationship in the aluminum market will also help stabilize and increase aluminum prices.
Profit Analysis
1. Market Share
- LBAlum can increase its export share in the US market by leveraging the disadvantages of Chinese aluminum products in the US market, thereby increasing sales and market share.
2....

Happy Monday, July 1st, the start of the year's second half and third quarter.
Indexes traded higher Monday, while overall, there were more declining equities than advancing. Just after the 4 pm close, the   $Dow Jones Industrial Average (.DJI.US)$ climbed 0.13%, while the   $S&P 500 Index (.SPX.US)$ climbed 0.27% after hitting a fresh all-time high Friday at the close of the first half of the year.
The   $Nasdaq Composite Index (.IXIC.US)$ similarly hit al...

$NVIDIA (NVDA.US)$'s rallied to record highs on Wednesday, with the artificial intelligence chipmaker's valuation breaching the $3 trillion mark and overtaking $Apple (AAPL.US)$ to become the world's second most valuable company on June 5th. Now it's only one step away from $Microsoft (MSFT.US)$'s market value of 3.15 trillion US dollars.
NVIDIA, the global leader in AI, surpassed the market expectations with its Q1 earnings report.
The day after...