Eamonn Sheridan

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News
Trump Xi
News

Satellite images show China’s missile buildup accelerating since 2020, CNN reports

  • CNN’s findings highlight persistent geopolitical tension and potential defence sector implications. The scale of expansion may drive renewed U.S. and allied investment in deterrence and defence supply chains.
News
Trump Xi South Korea
News

US suspends investigation of China targeting of maritime, logistics, shipbuilding sectors

  • Concessions from both sides continue
Stocks
Tech Chips IL
Stocks

Wingtech shares jump as Beijing, Netherlands signal easing of Nexperia export dispute

  • The easing of export restrictions marks a significant step toward normalising China–EU tech trade and reducing supply chain risk for automakers reliant on Nexperia chips. The development also suggests a broader de-escalation in semiconductor tensions involving Western allies.
Stock market update
Warren Buffett
Stock market update

Buffett to release farewell letter Monday preparing to step down as Berkshire Hathaway CEO

  • Warren Buffett will publish his farewell letter to Berkshire Hathaway on November 10, his first statement since confirming plans to step down as CEO. The letter is expected to cover philanthropy, reflections on Berkshire, and long-term guidance for shareholders.
Commodities
china gold pboc etf buying 10 November 2025 2
Commodities

China’s gold holdings surge as ETFs and central bank boost reserves despite weaker demand

  • China’s gold ETFs surged 164% in the first nine months of 2025, while the central bank extended gold purchases for an 11th straight month, raising reserves to 2,303.5 tons. Output rose 3.6% year-on-year, but consumption slipped nearly 8%.
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