Policy● Neutral for Indian equities
Chinese savers want to invest in US stocks. Now there’s an easier way.
The brief
- Beijing is opening controlled channels into global funds holding Nvidia, Amazon, Treasuries and gold
- Amazon explores shifting $8 billion of Nvidia chips to investors and leasing them back
- Amazon Now reaches 120 cities, targets 300 by end-2026
- Anthropic IPO filing shows 47% of sales came through Amazon and Google