👀 Bye China, hello India

China's low on momentum, but India's got some to spare | Electric vehicles were stuck in the shop | [Finimize](   TOGETHER WITH   Hi {NAME}, here's what you need to know for December 16th in 3:15 minutes.   🎥 Our Modern Investor Summit sessions go live on YouTube next week, so you can soon switch out your true-crime documentaries and mukbang videos. To tide you over, here's a sneak peak: [the expert-studded outlook for 2024](. Today's big stories - China’s economy struggled to build momentum, pushing the central bank to put its money where its worry is - To find the bonds you want for 2024, you need to know where to look for them – [Read Now]( - A record number of EVs were still in US dealers' lots, as demand for electric models stayed parked Out Of Dates [Out Of Dates] What’s going on here? China’s latest [economic]( update was full of mixed signals, so fed-up investors have started checking out a fresh suiter. What does this mean? China’s industrial sector clawed a bit of a comeback last month, churning out a better-than-expected 6.6% more products than the same time a year ago. But retail sales – which shed light on the population’s spending habits and financial confidence – were slower than hoped versus last year’s figures. What’s more, last year’s Covid-impacted sales mean even this tiny uptick may be less promising than it looks. Those limp sales mean there’s little cash swirling around the economy, which won’t be helped by investment in the property market dropping over 9% since January this year. After all, the state of the market influences house prices which, in turn, shapes how secure folk feel financially. Why should I care? For markets: China can’t win for losing. The Chinese central bank isn’t waiting for the country to fix itself, mind you. By announcing a record injection of cash on Friday, the bank’s hoping to bolster the economy against the pressure of a falling housing market. The wad of cash is twice as much as analysts expected, and a lot heartier than last month’s helping hand. But the central bank needs to strike a delicate balance: the country’s already falling into deflation, and if freshly funded firms manage to pump out more stock, prices will only continue their descent. The bigger picture: The world’s next superpower. Investors are fickle folk: they’ve already looked past China to lock eyes with India, touting its thundering economy as the star of emerging markets. In fairness, the National Stock Exchange of India did recently become the world's seventh-biggest stock market after almost doubling since 2020. And just like China’s early days, India is investing heavily in its own infrastructure and internal projects, all funding the ambitious goal of being a developed economy by 2047. You might also like: [Why India could be the next superstar in your portfolio.]( 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=Out Of Dates&utm_campaign=daily-global-16-12-2023&utm_source=email) Analyst Take How To Find The Bonds You Want For The Year Ahead [How To Find The Bonds You Want For The Year Ahead]( [Photo of Stéphane Renevier, CFA] Stéphane Renevier, CFA, Analyst Bonds are back in the market’s good graces. And it’s no wonder: inflation and economic growth have both cooled, but yields are still [at comfy levels](. But if you’re thinking about picking up some bonds for the new year, there are [two things]( you should know. One is that government bonds and corporate bonds are [very different animals](. And the other is that you can use that [to your advantage](. That’s today’s Insight: [how to find the bonds you want for 2024](. [Read or listen to the Insight here]( SPONSORED BY IG IG has eyes on semiconductors [AI]( is big. Like, really big. And we’re not talking about its ability to discover immortality, aliens, or the end of all humans. No, we’re just talking about the number of related investments you have to choose from. See, AI has the potential to impact pretty much every sector out there. So if you want to [cash in from its advancement](, you could cast a wide net. But [one sector that is instrumental to AI’s success]( is – drum roll, please – [semiconductors](, the little chips that make anything tech-related possible. IG has laid out some key industry facts you should be aware of, as well as [the five semiconductor stocks it thinks are worth watching next year](. DisclaimerYour capital is at risk. 68% of retail investor accounts lose money when trading spread bets and CFDs with this provider. You should consider whether you can afford to take the high risk of losing your money. [Find Out More]( When you support our sponsors, you support us. Thanks for that. Parked Up [Parked Up] What’s going on here? The number of electric vehicles (EVs) stuck in US dealers’ lots hit a [new high](. What does this mean? EVs only become eco-friendly once they’ve been driven some distance. So right now, we’re far from green. Almost twice as many EVs were stuck in dealers’ garages at the start of December compared to the same time last year, excluding straight-to-driver sellers Tesla and Rivian. That’s partly because US drivers are balking at EVs’ spotty charging infrastructure and sputtering driving range when the weather’s too hot or cold. Any buyer still in the market has to scrape together a ton of cash to buy one, too – a hard task in this economy. But it’s also because carmakers are pumping out new models faster than they can sell them, so much so that dealers asked the US president to relax pro-EV mandates last month to ease their heaving inventories. That may be needed: Bloomberg now expects drivers to buy roughly 775,000 fewer EVs next year than it predicted in June. Why should I care? For markets: If it sounds too good to be true… The aptly named KARS exchange-traded fund (ETF) has fallen halfway from its 2021 peak, while the broader DRIV ETF is sitting nearly a quarter behind its own highpoint. Now it’s true, high interest rates, China’s slowdown, and tense geopolitical landscapes may have hurt the sector. But with carmakers falling behind the lofty expectations set a couple of years ago, you can’t blame investors for becoming disillusioned. The bigger picture: Buckle your seatbelts. Market leaders Tesla, General Motors, and Ford are spending money with a more cautious hand now, waiting for hints on buyer demand before putting more cars on the production line. These days, they can’t afford to waste a dollar: carmakers will likely be forced to slash prices to attract would-be buyers, but with costs showing no sign of deflating, that’ll take a toll on profit margins. You might also like: [Investing in the electric vehicles ecosystem](. 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=Parked Up&utm_campaign=daily-global-16-12-2023&utm_source=email) Reach the right audience at the right time Our [one-million-strong community of modern investors]( is clever, clued-in, and keen to learn. In other words, they’re exactly the type of folk your businesses want to reach. So whether you’re an established brand, scaleup, or startup, [our promotional campaigns]( can help you [introduce yourself to your future community](. 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After all, OCI’s shares have risen 150% in the last five years. [Find Out More]( Past performance is not a guarantee, projection or prediction and is not necessarily indicative of future results. The ability to achieve successful results depends on a number of factors, and the past performance of the Oakley Funds and the investments on which Oakley Capital Limited has advised may not necessarily be repeated. When you support our sponsors, you support us. Thanks for that. 🎯 On Our Radar 1. Energy drinks have gone too far. [Souped-up sugar highs]( are hurting us. 2. To utopia, and beyond. A fresh investing style could [build a better future]( for you and the planet.* 3. Screw cereal. This [breakfast burrito recipe]( will be your new go-to on Sunday morning. 4. Size-up the opportunities. You can [trace the world’s biggest stock indexes]( without paying mammoth prices.* 5. Bright-eyed and bushy tailed. Here's how to [get the sparkling eyes]( that make folk fall in love. When you support our sponsors, you support us. Thanks for that. SPONSORED BY HEALTHWORDS.AI [HEALTHWORDS.AI]( When you support our sponsors, you support us. Thanks for that. 🌍 Finimize Live 🤩 Coming Up Soon... All events in UK time. 💸 [Your 2024 Crypto Investing Roadmap](: 5pm, January 16th ❤️ Share with a friend Thanks for reading {NAME}. If you liked today's brief, we'd love for you to share it with a friend. You stay classy, {NAME} 😉 We’d love to hear your thoughts. [Give feedback]( Want to advertise with us too? [Get in touch]( Image Credits: Image credits: Vittorio Reggianini - The Suitor | pluginamerica.org Preferences: [Update your email]( or [change preferences]( [View in browser]( [Unsubscribe]( from all Finimize Emails 😴 Crafted by Finimize Ltd. | 280 Bishopsgate, London, EC2M 4AG All content provided by Finimize Ltd. is for informational and educational purposes only and is not meant to represent trade or investment recommendations. 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