Within last 24 hours, China's fighter jet (Chinese Navy, Flanker-X2) unilaterally locked on Japanese fighter jets (JASDF, F-15), above the open sea between Japan and China, multiple times. Please acknowledge that China is a politically risky country to get along with. #ChinaRisk

China’s Vanishing Executives: Liuzhi Detentions, Investor Jitters and the New Business Reality A new wave of detentions hits the private sectorOn September 22, Great Microwave Technology, a Shanghai listed maker of radio...

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ASML: Limited China Risk, Leading-Edge Exposure Could Drive Outperformance - Yahoo Finance ASML: Limited China Risk, Leading-Edge Exposure Could Drive Outperformance  Yahoo Finance

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Barclays downgrades Texas Instruments on China risk, demand concerns Investing.com -- Barclays downgraded Texas Instruments (NASDAQ:TXN) to "Underweight" from "Equal Weight" and cut its price target to $125 amid growing risks tied to U.S.-China trade tensions, rising production costs, and weakening demand in key end markets. The brokerage said Texas Instruments is “getting hit from all angles,” with exposure to China a major concern. China’s push to build a domestic analog semiconductor industry is already cutting into U.S. market share. Barclays estimated Texas Instruments’ China exposure at around 20% and warned that tariffs could accelerate the shift to local suppliers. “We think the destruction of Consumer demand happens over the course of the year,” Barclays wrote, highlighting risks in auto, handset, PC, and IoT markets. Autos in particular are expected to face pressure as higher prices from tariffs weigh on consumer spending. Barclays also flagged a mismatch between Texas Instruments’ spending and market realities. The company has spent about $5 billion annually on expanding production and is expected to do the same in 2025. However, with demand softening and global trade conditions worsening, Barclays expects underutilization and pressure on margins. Consensus forecasts for Texas Instruments’ revenue and gross margins are too optimistic, according to the note. Barclays modeled a 50% headwind to China business and a 10% hit to auto, which could shave about $1.00 off 2026 earnings. The firm now expects 2026 earnings of $6.49, or $5.50 in a downside scenario. Texas Instruments, a bellwether in the analog semiconductor space, is likely to feel prolonged pressure from the global decoupling between the U.S. and China, Barclays said. TXN: is this perennial leader facing new challenges? With valuations skyrocketing in 2024, many investors are uneasy putting more money into stocks. Sure, there are always opportunities in the stock market – but finding them feels more difficult now than a year ago. Unsure where to invest next? One of the best ways to discover new high-potential opportunities is to look at the top performing portfolios this year. ProPicks AI offers 6 model portfolios from Investing.com which identify the best stocks for investors to buy right now. For example, ProPicks AI found 9 overlooked stocks that jumped over 25% this year alone. The new stocks that made the monthly cut could yield enormous returns in the coming years. Is TXN one of them?

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Revisiting: JD Logistics: A Strong Buy But With China Risk http://dlvr.it/TGzxyp #JDLogistics #StockMarket #Investing #ChinaRisk #StocksToWatch

JD Logistics: A Strong Buy But With China Risk http://dlvr.it/TGrf39 #JDLogistics #StrongBuy #Ecommerce #Investment #ChinaRisk