U.S. interest rate cuts are unlikely to move at an aggressive pace, say market watchers. The Fed kicked off its easing cycle with a jumbo 50 basis-point rate cut in September — but subsequent ones…
Goldman Sachs is the latest in a flurry of calls to upgrade China stocks after the Asian giant's recent wave of stimulus measures. The Wall Street bank raised its call on China stocks to an…
The U.S. Federal Reserve made a big interest rate cut to kick off its first easing cycle in four years. What does this mean for fixed income? Since the Fed started hiking rates four years…
Morgan Stanley says that Chinese stocks could enjoy a more "sustained rally" in the next phase — beyond a near-term jump — as they ride on the wave of stimulus measures and signals announced last…
Of all Chinese internet stocks, one company has the "best risk-reward" for investors, Morgan Stanley says. That's tech giant Tencent, according to the bank. The company has games, online advertising businesses and also owns chat…
Volatility was the name of the game as markets entered the second half of the year, with stocks going through wild swings since July. The U.S. Federal Reserve made its first cut in four years…
The U.S. Federal Reserve cut its benchmark interest rate on Wednesday and more reductions are expected in the coming months. Analysts at both Citi and HSBC have taken the opportunity to do deep dives into…
One global stock stands out as a "unique play" in the Nvidia and artificial intelligence supply chain, according to Jefferies. It's German semiconductor firm SUSS MicroTec , Jefferies said in a Sept. 17 report, calling…
Tech companies have been capitalizing on the artificial intelligence boom, driving the development of products and services in that area. That also means that AI data centers are growing fast — as is the demand…
Investors are ignoring two major risks to the market, according to Vahan Janjigian, chief investment officer at Greenwich Wealth Management. The first is the U.S. national debt, he told CNBC's " Street Signs Asia "…
Semiconductor stocks have been volatile. Last Friday, the VanEck Semiconductor ETF fell 11.6% in a day. Overall, the index has plunged 26% since mid-August, including Friday's declines. Before that, the index was going through wild…
Shares of low-cost Chinese e-commerce giant PDD plunged on Monday, but it's still a buy, according to some analysts. Those Nasdaq-listed shares fell nearly 29%, and declined further on Tuesday. PDD, which owns discount platforms…
Morgan Stanley says a cyclical downturn in global tech is almost certain next year. "Our base case is that a cyclical downturn is a near certainty in 2025," it said in an Aug. 20 report,…
