🇨🇳 China's $1.4 trillion plan

Defense and energy companies prepare for growth, China tries to prop up local government, and misunderstood dolphins | [Finimize]( [TOGETHER WITH](#) Hi {NAME}, here's what you need to know for November 9th in 3:13 minutes. - Defense and energy companies are preparing for growth, with new US policies expected to work in their favor - These small things make a big difference for investors – [Read Now]( - China announced a $1.4 trillion spending boost, but investors weren’t impressed 🤖  Innovation meets investment. [Join Linqto's Bill Sarris at our Modern Investor Summit]( on December 3rd, and discover how AI is revolutionizing pre-IPO and private market investment opportunities. [Grab your free ticket]( Growth Spurt [Growth Spurt] What’s going on here? The defense and energy industries are gearing up for growth, just days after the final votes were cast in the US presidential election. What does this mean? European allies are anticipating some serious nudging from the new White House about their NATO contributions. And that’s good news for defense companies on both sides of the Atlantic: an increase in global military spending would boost their demand. Closer to home, US liquefied natural gas developers are eagerly awaiting a green light on new export projects. Over the past four years, projects have been slow to gain regulatory approval because of climate concerns, but the president-elect has said that will be less of a sticking point when he takes office. Why should I care? For markets: Not everyone gets a trophy. Investors are already picking winners and losers under the new administration. With a possible 10% tariff on all imports, Europe’s big drugmakers, automakers, and chemical companies – all key exporters to the US – are bracing for a slowdown. Renewable energy companies are also seeing their outlooks dim, as priorities shift away from sustainability and back toward fossil fuels. Still, it’s worth remembering that not everything said in a campaign becomes policy. And even when certain things do, impacts often aren’t as severe as feared. So when markets are reacting and (overreacting) to expectations, that could be a prime time to spy quality stocks at a bargain. The big picture: Fuel to the inflation fire. Some experts are worried that the Federal Reserve’s latest rate cut might be a bit hasty. That’s because fresh proposals like across-the-board tariffs could stoke inflation by driving up import costs. At the same time, tougher immigration policies and mass deportations could shrink the country’s labor pool, pushing up wages and sending production costs higher. That could have the central bank playing a long game of inflation whack-a-mole. You might also like: [What Trump 2.0 would mean for the economy](. Copy to share story: [( 🙋 [Ask a question](mailto:questions@finimize.com?body=Ask us a question: Where are you writing from? Let us know and we'll mention it when we reply.&noapp=true&subject=Growth Spurt&utm_campaign=daily-global-09-11-2024&utm_source=email) TODAY'S INSIGHT The Best Dividend Stocks To Watch Carl Hazeley [The Best Dividend Stocks To Watch]( [Dividend shares]( have a certain kind of allure among investors – and it’s not hard to see why. These stocks pay out a portion of a company’s earnings to shareholders, which means you’re not just hoping for the stock price to go up, you’re actually getting a steady stream of [passive income]( too. And if you simply [reinvest]( that income, it can make a big difference over time. So let’s take a look at how [dividend stocks]( work and how to pick the most promising ones. That’s today’s Insight: [the best dividend stocks to watch](. [Read or listen to the Insight here]( * SPONSORED BY GOLDCORE Shield your wealth in uncertain times Gold can be your strongest ally in times of political or economic uncertainty. And there’s been plenty of that going around, with the dust only just beginning to settle on the US election. Big votes and big economic indicators may rattle the markets, but they don’t rock gold in quite the same way. That’s how it gained its reputation as [the market’s shiniest safe haven](. And that’s why GoldCore is worth its weight in, yes, gold: it makes [investing in physical gold and silver]( a breeze. Better yet, [you can get started for just $100 a month](. The company’s proven methods can help you secure your wealth against inflation and economic instability, [creating a cushion of financial independence and future-proof security](. Plus, [GoldCore offers a free strategy call]( for new customers. So book yourself in and begin your journey to safeguarding your wealth. [Find Out More]( Precious metals markets are volatile, with values that can fluctuate. Investments in these metals carry risks that may not suit everyone. Consider your personal situation and seek independent advice if needed. IMPORTANT: The global precious metal bullion markets are unregulated, and there are no guarantees regarding the future value of any products sold. When you support our sponsors, you support us. Thanks for that. If you want your brand featured here, [get in touch.]( Pump It Up [Pump It Up] What’s going on here? China just announced a massive $1.4 trillion financial boost for local governments, as it braces for increased trade tensions with the US. What does this mean? The US president-elect has threatened 60% import taxes on Chinese goods, which would hobble the country’s already struggling economy. Local governments are strapped as it is, barely making interest payments on their debt. Makes sense, then, that the Chinese government is doing what it can now. The rescue measures announced on Friday would let those local administrations borrow roughly $836 billion over three years and reallocate around $557 billion from other ongoing projects. That might look like a lifeline – and a badly needed one – but it’s mostly a debt shuffle. China is simply using debt to manage... yep, more debt. And that shuffle – no matter how big – isn’t likely to boost consumer demand, which is why investors have so far been unimpressed. Why should I care? For markets: Darkest before dawn. It’s been a rough road for China. And after several failed comebacks, investors are probably feeling once bitten, twice shy. But there are some rays of hope: September’s stimulus measures – rate cuts and support for stocks and property – are starting to show results. Housing sales have ticked up, business activity has rebounded, and stocks are trading higher. Plus, the government can make more spendy moves in the future – and it probably makes sense to hold fire until potential US policy changes are further along. The bigger picture: Spend, spend, spend. For the past 15 years, central banks have steered the ship for major economies – with ultra-low interest rates and enormous bond-buying programs. Now, government spending is increasingly taking the helm. And this change comes with risks: higher debt loads, repayment concerns, and potentially rising inflation down the line. Those factors could all impact stock values, economic growth, and borrowing costs – so they’re well worth watching closely. You might also like: [Big economy, bigger challenges – how to invest in China now](. Copy to share story: [( 🙋 [Ask a question](mailto:questions@finimize.com?body=Ask us a question: Where are you writing from? Let us know and we'll mention it when we reply.&noapp=true&subject=Pump It Up&utm_campaign=daily-global-09-11-2024&utm_source=email) QUOTE OF THE DAY "Experience without theory is blind, but theory without experience is mere intellectual play." – Immanuel Kant (a German philosopher) [Tweet this]( Learn how to keep more of your money If you want to [hang on to more of your hard-earned cash](, this is the event for you. That’s because both [spread betting and CFDs have some serious tax advantages]( – and that can only be a win. So if that’s piqued your interest, join us and IG’s Chris Beauchamp for [Spread Betting Versus CFDs: How To Trade Tax-Free](. Beauchamp will take you through the [key differences between spread betting and CFDs](, while outlining their individual tax advantages. 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