Indexes jump on inflation data; Nasdaq posts best qtr since 2020
https://financialpost.com/pmn/business-pmn/indexes-jump-on-inflation-data-nasdaq-posts-best-qtr-since-2020

Why now is a good time to buy stocks
It may be tempting to avoid stocks until the economy improves, but investors who attempt to time the market are setting themselves up for failure. Stocks are generally forward-looking in nature. For instance, the Nasdaq began its decline before inflation peaked and before the Fed began raising interest rates. By the same logic, the index will likely begin its rebound before economic activity hits a bottom.
https://www.fool.com/investing/2023/03/31/nasdaq-bull-market-in-2023-heres-what-history-says/

Is a Nasdaq Bull Market Coming In 2023? Here's What History Says

Why now is a good time to buy stocks
It may be tempting to avoid stocks until the economy improves, but investors who attempt to time the market are setting themselves up for failure. Stocks are generally forward-looking in nature. For instance, the Nasdaq began its decline before inflation peaked and before the Fed began raising interest rates. By the same logic, the index will likely begin its rebound before economic activity hits a bottom.
https://www.fool.com/investing/2023/03/31/nasdaq-bull-market-in-2023-heres-what-history-says/

Nasdaq records best quarterly gain since 2020 as US exchanges post monthly gains
Tech-heavy index soars 16.7% during January-March period
https://www.aa.com.tr/en/economy/nasdaq-records-best-quarterly-gain-since-2020-as-us-exchanges-post-monthly-gains/2860753

Nasdaq records best quarter since 2020 after volatile start to year
Tech-heavy US index gains 17% in first three months of 2023 as investors shed interest rate worries
https://www.ft.com/content/01af6fd2-5456-4d9c-894f-dd80235308fd

Indexes jump on inflation data; Nasdaq posts best quarter since 2020
https://www.reuters.com/markets/us/futures-muted-investors-await-key-inflation-data-2023-03-31/

Stocks could end the year 14% higher—and it’s because the banking crisis, according to veteran investment strategist Ed Yardeni
https://finance.yahoo.com/news/stocks-could-end-14-higher-183549955.html

https://www.bloomberg.com/news/articles/2023-03-31/inflation-traders-see-scope-for-fed-pause-to-extend-tips-gains

Goldman’s Rubner Sees Stocks Primed for Further Gains in April
https://www.bloomberg.com/news/articles/2023-03-30/goldman-s-rubner-sees-stocks-primed-for-further-gains-in-april#xj4y7vzkg

Hong Kong stocks log best run since January on China manufacturing surprise as Alibaba, JD.com lead tech winners
Official data showed Chinese manufacturing expanded in March, beating market consensus; services index accelerated this month
Upbeat sentiment around Alibaba Group’s business reorganisation continues to fuel a rally among Chinese tech peers

US semiconductor index hits highest in nearly a year on hopes for industry turn
https://klse.i3investor.com/web/blog/detail/kianweiaritcles/2023-03-31-story-h-274396001-US_semiconductor_index_hits_highest_in_nearly_a_year_on_hopes_for_indus

Ease in semiconductor shortage helps car production increase by 8,000 as UK shipments to EU up 6.5 per cent
https://www.cityam.com/ease-in-semiconductor-shortage-helps-car-production-increase-by-8000-as-uk-shipments-to-eu-up-6-5-per-cent/

The Philadelphia semiconductor index (.SOX) hit its highest level in nearly a year on Thursday, as optimism grows that a sales downturn in the industry has reached its nadir, in part due to a surge in artificial intelligence (AI) technology.

MMS Ventures to have new assembly and test lines
https://www.thestar.com.my/business/business-news/2023/03/27/mms-ventures-to-have-new-assembly-and-test-lines

Cramer says a much-needed Fed pause could ignite a stock market rally like we haven’t seen in decades.
https://www.cnbc.com/2023/03/28/cramer-fed-pause-could-ignite-rally-like-we-havent-seen-in-decades-.html

Wall Street jumps with rosy outlooks from companies
https://www.reuters.com/markets/us/futures-climb-banking-crisis-fears-abate-2023-03-29/

Cox Automotive Forecast: An Upside Surprise Expected for U.S. Auto Sales in Q1 2023
https://www.coxautoinc.com/news/cox-automotive-forecast-march-2023-u-s-auto-sales-forecast/

Why Micron Stock Popped Today
https://www.fool.com/investing/2023/03/29/why-micron-stock-popped-today/

Nasdaq 100 Enters Bull Market as Bank Jitters Ease, Tech Rallies
https://www.bloomberg.com/news/articles/2023-03-29/nasdaq-100-enters-bull-market-as-bank-jitters-ease-tech-rallies#xj4y7vzkg

Auto executives optimistic about sector's prospects

China's new energy vehicle sector, the largest in the world, is showing signs of robust development after being weaned off government subsidies at the end of last year.
https://www.chinadaily.com.cn/a/202303/29/WS64237232a31057c47ebb713e.html

Cramer says a much-needed Fed pause could ignite a stock market rally like we haven’t seen in decades
https://www.cnbc.com/2023/03/28/cramer-fed-pause-could-ignite-rally-like-we-havent-seen-in-decades-.html

U.S. Bonds Rally As Market Considers Pause Or End For Rate Hikes
https://seekingalpha.com/article/4589992-us-bonds-rally-as-market-considers-pause-or-end-for-rate-hikes

March U.S. Vehicle Sales Surge on High Demand for Cars and Trucks
https://www.globalvillagespace.com/tech/march-u-s-vehicle-sales-surge-on-high-demand-for-cars-and-trucks/

Fed hikes rates by a quarter percentage point, indicates increases are near an end
https://www.cnbc.com/2023/03/22/fed-rate-hike-decision-march-2023.html

Bond Traders See Fed Rate Hikes Ending Soon as Bank Stress Grows
https://www.bloomberg.com/news/articles/2023-03-24/global-bonds-rally-as-ubs-slumps-on-renewed-concern-over-banks#xj4y7vzkg

near a bottom

brent crude oil at USD 86.00

2023 What shifting supply chains for semiconductors mean for emerging markets
The US has implemented restrictions on China’s semiconductor industry
https://atalayar.com/en/content/what-shifting-supply-chains-semiconductors-mean-emerging-markets

Could semiconductors stocks be the ‘comeback kings’ this year?
https://stockhead.com.au/tech/could-semiconductors-stocks-be-the-comeback-kings-this-year/?amp

Exclusive: Intel weighs boost to investment in Vietnam chip packaging plant

One of the sources said the investment was likely to be made "over the future years" and could be even bigger than $1 billion, while the second person said Intel was also weighing alternative investment in Singapore and Malaysia, which may be preferred to Vietnam.
https://www.reuters.com/technology/intel-weighs-boosting-investment-vietnam-chip-packaging-plant-sources-2023-02-10/

U.S. chip tool makers eye Southeast Asia as China business shrinks
https://asia.nikkei.com/Economy/Trade-war/U.S.-chip-tool-makers-eye-Southeast-Asia-as-China-business-shrinks

Top China Economist Sees Possible Interest Rate Cut Next Quarter
Ping An’s Zhong says PBOC to face less constraints in 2Q
Core inflation likely to be under control in 2023, Zhong says
https://www.bloomberg.com/news/articles/2023-02-09/top-china-economist-sees-possible-interest-rate-cut-next-quarter#xj4y7vzkg

White House Says Wages on Powell’s Must-Watch List Are Cooling
CEA constructs new gauge of pay in core non-housing services
Measure shows wage growth down to 4.5-5% range in December
https://www.bloomberg.com/news/articles/2023-02-08/white-house-says-wages-on-powell-s-must-watch-list-are-cooling#xj4y7vzkg

https://www.energyvoice.com/oilandgas/481522/oil-may-hit-100-amid-china-reopening-irans-opec-official-says/

PHLX Semiconductor Index was up 3.12 percent yesterday.

PHLX Semiconductor Index was up 3.12 percent yesterday.
https://www.marketwatch.com/investing/index/sox

Fed’s Daly Says December Dot Plot Still Good Signal for Rates
https://www.bloomberg.com/news/articles/2023-02-03/fed-s-daly-says-december-dot-plot-still-good-signal-for-rates

Fed’s Daly Says December Dot Plot Still Good Signal for Rates
https://www.bloomberg.com/news/articles/2023-02-03/fed-s-daly-says-december-dot-plot-still-good-signal-for-rates

迪耐子公司获IRBM颁发维修合约 - https://www.orientaldaily.com.my/news/business/2023/02/02/543914

Bonds Hear Dovish Message in Powell’s Comments on Disinflation
Fed chair not bothered by looser financial conditions
Swaps traders anticipate half-point drop in rates from peak
https://www.bloomberg.com/news/articles/2023-02-01/bonds-hear-dovish-message-in-powell-s-comments-on-disinflation?leadSource=uverify%20wall

PHLX Semiconductor Index (SOX) was up 5.19.percent yesterday.

PHLX Semiconductor Index was up 5.19.percent yesterday.
https://www.marketwatch.com/investing/index/sox

Chinese electric-vehicle giant BYD Co. said net income reached as high as 17 billion yuan ($2.5 billion) last year, an increase of as much as 458% from 2021, according to a preliminary filing to the Shenzhen Stock Exchange on Monday.

China’s Economic Activity Rebounds Sharply After Reopening
Manufacturing PMI rises to 50.1 in January, matching estimates
Services sub-index reaches 54 during holiday as travel resumes
https://www.bloomberg.com/news/articles/2023-01-31/china-s-economic-activity-rebounds-sharply-after-reopening

IMF Raises World Economic Outlook for the First Time in a Year
Forecast boosted on resilient US demand, China reopening
https://www.bloomberg.com/news/articles/2023-01-31/imf-raises-world-economic-outlook-for-the-first-time-in-a-year#xj4y7vzkg

Post removed.Why?

The US Hasn’t Noticed That China-Made Cars Are Taking Over the World
The country is poised to become the No. 2 exporter of passenger vehicles, surpassing the US and South Korea and risking new tensions with trading partners and rivals.
https://www.bloomberg.com/news/articles/2023-01-26/how-china-is-quietly-dominating-the-global-car-market#xj4y7vzkg

TSMC is up 7.36 percent today.

China Stocks Flirt With Bull Market on Return From Holidays
Benchmark CSI 300 Index gains about 20% from October low
Spending, travel data point to solid recovery underway
https://www.bloomberg.com/news/articles/2023-01-30/china-stocks-set-to-enter-bull-market-on-return-from-holidays#xj4y7vzkg

Taiwan Stocks Poised for Bull Market as Chip Shares Extend Gains
Taiex index jumped as traders return from new-year holiday
Taiwan dollar advanced to the strongest level since August
https://www.bloomberg.com/news/articles/2023-01-30/taiwan-stocks-poised-for-bull-market-as-chip-shares-extend-gains#xj4y7vzkg