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that is why we see ossian and mexico. if trump were to come back to power, impose such a high tariff, the trend will continue. haslinda: thank you so much, greater china economist at hsbc. let's stay with china. alibaba cutting prices from cloud customers by as much as 59% to win back customers in the hotly contested market. let's get more from catherine lim. does it come as a surprise to you that alibaba cut prices outside of china? catherine: haslinda, not at all. take a step back, we have seen how they have cut prices for cloud services in china and international markets, not the biggest market. it is a matter of time that we see the moves from the company to get back market share for the cloud businesses globally. this will tie in with aia ambitions that the company has for the rest of the year. haslinda: so how might this impact the financial outlook of the company? catherine: excellent question. this is one of three profitable units for the company. we are looking at six major units for alibaba and right now, if you
that is why we see ossian and mexico. if trump were to come back to power, impose such a high tariff, the trend will continue. haslinda: thank you so much, greater china economist at hsbc. let's stay with china. alibaba cutting prices from cloud customers by as much as 59% to win back customers in the hotly contested market. let's get more from catherine lim. does it come as a surprise to you that alibaba cut prices outside of china? catherine: haslinda, not at all. take a step back, we have...
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Apr 17, 2024
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to tesla they are developing the robotaxi for now because in order to ramp up millions of units of mexico is still too high for three years to wait. my educated guess, let's go all in on robotaxi. and then let's get back to manufacturing later. that was the last big thing of 48 hours. caroline: i love the fact that you give us your reasoning. should it be down by a third this year? pierre: it's a company that makes electric cars said they were in the future of cars. and no one can make electric cars is good and is cost efficiently. this gap is widening. i just recently drove the highlander. it is still mind blowing. in terms of developments i have a lot of sympathy because tesla has been hitting a wall in terms of growth. has been forced to raise his pricing. they have to reset the bar. that won't happen over a few weeks. it's still not enough to convert . yes, i have sympathy for that. it continues to work on long term moon shots like the robotaxi. it will take years of recovery. caroline: giving us the short-term and long-term. meanwhile, tech earnings, they are upon us. we will dive de
to tesla they are developing the robotaxi for now because in order to ramp up millions of units of mexico is still too high for three years to wait. my educated guess, let's go all in on robotaxi. and then let's get back to manufacturing later. that was the last big thing of 48 hours. caroline: i love the fact that you give us your reasoning. should it be down by a third this year? pierre: it's a company that makes electric cars said they were in the future of cars. and no one can make electric...
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Apr 10, 2024
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i usually buy mike cow from central america from the americas let's say from venezuela to mexico. i'm part of a farm with 5000 trees and we grow very rare to cow. i might make more of that because we are going to have a shortage on the other. it should not impact us so much to get the cow but it is going to be impacted. so the price will go up definitely. >> that was one of my questions is are you going to change how you source your beans but it doesn't seem like it will impact you as much. >> it's a little bit easier for us. it is a shorter trip. and leads to better cookout. if you look at africa it's more, those big companies from africa. we buy less from africa and more from the americas. >> when it comes to how you by your coco. how far do they go. >> if i buy finish chocolates usually make the contract for a year and that's difficult because we negotiate pretty hard and we don't always get what we want. if i bike a cow i usually go directly to the farm and talk to them. and pay them more than the market to be able to get what i need. that's the only way you have to pay. >> wh
i usually buy mike cow from central america from the americas let's say from venezuela to mexico. i'm part of a farm with 5000 trees and we grow very rare to cow. i might make more of that because we are going to have a shortage on the other. it should not impact us so much to get the cow but it is going to be impacted. so the price will go up definitely. >> that was one of my questions is are you going to change how you source your beans but it doesn't seem like it will impact you as...
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Apr 9, 2024
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these exports are flooding markets all around the world, leading countries like brazil, south africa, mexico, to take measures against chinese imports, unfairly treated imports. paul: janet yellen says china is too large to export its way to growth, then china disagrees with that position. so who is right? wendy: [laughs] well, i think we are right. the supply and demand factors in china are out of whack. they are taking measures to encourage more investment in manufacturing and they are not doing enough to promote consumer demand. and i think that is one of the reasons why secretary yellen agreed to intensive consultations on balanced growth. the idea that they need to do more on the demand side and less on the production side. but the talk she launched, in my view, are medium to long-term types of talks dealing with structural issues and they could lead to delaying tactics by china. so i think the u.s. needs to be very clear i'd and very vigilant and take actions before we are impacted by a surge of chinese imports. we have waited too long to take measures against chinese imports of steel.
these exports are flooding markets all around the world, leading countries like brazil, south africa, mexico, to take measures against chinese imports, unfairly treated imports. paul: janet yellen says china is too large to export its way to growth, then china disagrees with that position. so who is right? wendy: [laughs] well, i think we are right. the supply and demand factors in china are out of whack. they are taking measures to encourage more investment in manufacturing and they are not...
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Apr 10, 2024
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we think there are good opportunities in places like brazil, mexico, india. >> talking about industrials, energy, what exposure is it? is it the companies you like or do you like these materials? >> we are owning both. we believe inflation will be stickier. we have owned the underlying commodities. that's been a decent trade and we think will remain one so long as global growth is improving. we also want to pick companies that are going to beat estimates . given where valuations are, it's our perspective that the only way this market keeps going is if you have that earnings achievement and surprise. where are the expectations most benign or not stretched? it's actually in some of these more cyclical sectors where people were not betting on acceleration and gdp, and that's been the surprise. >> how are you going to play the cpi data? >> we cannot play a print. our best guess is that it's been telegraphed that we are going to see yet another acceleration in the one-month, three-month and six-month inflation prints, three point 4% headline looks about right to. and our guess is that the mar
we think there are good opportunities in places like brazil, mexico, india. >> talking about industrials, energy, what exposure is it? is it the companies you like or do you like these materials? >> we are owning both. we believe inflation will be stickier. we have owned the underlying commodities. that's been a decent trade and we think will remain one so long as global growth is improving. we also want to pick companies that are going to beat estimates . given where valuations...