ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email James Sullivan of JP Morgan says a stronger dollar will challenge Emerging Asia, and stresses bottom-up investing in this environment. He says the effects of U.S. tariffs on China could push China to divert trade and challenge ASEAN export competitiveness. Source link
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Roland Busch, CEO of Siemens, says President-elect Donald Trump’s proposed tariffs are set to push up inflation and lead to higher global prices, although he doesn’t expect a direct hit to his business. Source link
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Stephen Roach, senior fellow at Paul Tsai China Center of the Yale Law School, discusses the direction of U.S.-China relations during Trump’s second term, says the president-elect will adopt sweeping anti-China measures. Source link
Sunil Garg of Lighthouse Canton says that Bitcoin is a currency, and while it is difficult to put a value on it, pullbacks in its price are attractive buying opportunities. Source link
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Vivian Lin Thurston of William Blair Investment Management discusses which sectors in China she sees fundamentals improving and says that some stocks are interesting and attractive from a theoretical perspective even if their valuations don’t reach the averages from 5 years ago….
Dave Sekera of Morningstar says U.S. markets appear “priced to perfection”, but says there is limited upside until earnings catch up to valuations. He also discusses some stock picks in the current investing environment. Source link
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email CNBC’s Lin Lin takes a closer look at the surge in Japan’s abandoned homes, which foreigners can snap up cheaply. But one expert warns buyers to be realistic with their expectations, as the value of these homes could depreciate further over time….
‘Mad Money’ host Jim Cramer takes a deep dive into how stocks will fare in Trump’s administration. Source link
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Xero reports strong H1 profit growth due to subscriber gains. CEO Sukhinder Singh Cassidy discusses the those results, and the company’s expansion plans. Source link
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Jesper Koll, expert director at financial services company Monex group said that Seven & i’s founding family is likely to take the company private, teaming up with trading company Itochu. Koll also thinks that “it’s just a matter of weeks now before…
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