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Top related persons:
Tanvir Gill - 1 Brian Arcese - 1 James Sullivan - 1 Jenny Zeng - 1 Foord - 1 Sullivan - 1 Zeng - 1 Morgan Stanley's Slimmon - 1
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Asia Singapore Arcese
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CNBC - 1 Foord Asset Management - 1 Asia - 1 JPMorgan - 1 Allianz Global Investors - 1 Foord Global Equity - 1 Foord - 1 Fund - 1

Search resuls for: "Foord Global Equity"


8 mentions found


☆ CNBC Pro Talks goes on the road to find out how to invest for 2024
  + stars: | 2023-11-21 | by ( Cnbc.Com Staff | ) www.cnbc.com   time to read: +3 min
For the first time, CNBC Pro Talks is heading to a business school. Arcese is a portfolio manager on the Foord Global Equity fund and Foord SICAV - Foord International Fund, and has 20 years of experience in both developed and emerging markets, as well as long-only and long/short products. Sullivan joined JPMorgan in 2010 and has held hedge fund management and research roles in Asia since 1998. Learn more from our previous Pro Talks: Looking to invest long-term in Nvidia? Here's how to invest, say the prosFor the first time, CNBC Pro Talks is heading to a business school.
Persons: Tanvir Gill, Brian Arcese, James Sullivan, Jenny Zeng, Foord, Sullivan, Zeng, Morgan Stanley's Slimmon Organizations: CNBC, Foord Asset Management, Asia, JPMorgan, Allianz Global Investors, Foord Global Equity, Foord, Fund, Nvidia, Big Tech Locations: Asia, Singapore, Arcese
☆ Wall Street loves Alibaba right now. Here's what to expect from the tech giant's earnings
  + stars: | 2023-02-22 | by ( Zavier Ong | ) www.cnbc.com   time to read: +4 min
Since the turn of the year, more and more Wall Street banks have turned bullish on the Chinese tech sector, with Alibaba emerging as a favorite stock. The Chinese tech giant, which spans e-commerce, technology and internet segments, is due to report its earnings for the December quarter on Thursday. The bank has named Alibaba its "top pick" in the Chinese tech sector for the first time in three years. Morgan Stanley has a base-case price target of $150 on Alibaba, and a bull-case price target of $200. "We believe the 2-year long earnings downward revision cycle has likely bottomed," Goldman said, giving Alibaba a price target of $138.
☆ Wall Street is excited about Chinese tech — and loves one mega-cap stock in particular
  + stars: | 2023-01-24 | by ( Zavier Ong | ) www.cnbc.com   time to read: +4 min
A growing number of positive analyst calls has reinforced optimism in the sector, with recent share price gains reflecting renewed interest. How is Wall Street playing the resurgence in Chinese tech? Morgan Stanley too, has named Alibaba its "top pick" in the Chinese tech sector — for the first time in three years. Cohen is reported to have told Alibaba executives that he thought the company could reach double-digit sales growth and nearly 20% free cashflow growth over the coming five years. He said he would "not be surprised" to see Alibaba's share price rise to $140 to $150 — a "significant amount of upside" from current levels.
☆ China is easing its Covid measures. Here’s how market pros are playing it
  + stars: | 2022-11-15 | by ( Zavier Ong | ) www.cnbc.com   time to read: +4 min
China announced a shortening of its quarantine requirements last week, while simplifying travel rules and adjusting its monitoring regime. China has stood firm on its zero-Covid policy even as countries around the world adopt a "live with the virus" approach. Fund manager Brian Arcese believes the market reaction reflects the "underlying fundamentals that earnings will really start to improve." Meanwhile, Arcese, who is a portfolio manager at Foord Asset Management, said the firm has a China exposure of about 20%. It should benefit from the re-opening of China as tourism gradually recovers to pre-Covid levels," he added.
☆ Tech stocks are tumbling but one fund manager still loves Microsoft. Here’s why
  + stars: | 2022-10-28 | by ( Zavier Ong | ) www.cnbc.com   time to read: +4 min
Tech stocks have tumbled this week, as investor optimism fades following disappointing results from some of the sector's biggest names. Despite the gloomy outlook for the sector, fund manager Brian Arcese is still bullish on selected stocks within the sector — including Microsoft. The portfolio manager at Foord Asset Management co-manages the Foord International Fund and the Foord Global Equity Fund. Read more These 'all-weather' stocks can protect your portfolio in a recession: Outperforming fund manager Stocks and bonds are struggling. The Foord Global Equity fund has fared less well, although did manage to just outperform the market this year, down 23.3% as of the end for September, the fund's latest factsheet showed.
☆ These 'all-weather' stocks can protect your portfolio in a recession, says outperforming fund manager
  + stars: | 2022-10-27 | by ( Zavier Ong | ) www.cnbc.com   time to read: +5 min
Fund manager Brian Arcese also believes the U.S. is headed for a recession — albeit one that is milder than the devastating global financial crisis of 2008. Investors who want to be "recession proof" should have a balanced portfolio, he added. "A balanced portfolio is one that is practical and designed to be all-weather," said the portfolio manager at Foord Asset Management, who co-manages the Foord International Fund and the Foord Global Equity Fund. He likens his strategy to a barbell approach of growth-oriented names and value stocks, as well as stocks that fall in between the growth and value spectrum. The fund is down 5.8% as at end-September — beating the global stock market, which declined 25.2%, according to the fund's commentary.
☆ China is an 'attractive market' with 'inexpensive' stocks after big drops, fund manager says giving 3 picks
  + stars: | 2022-10-25 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +3 min
"China, in particular, is an attractive market [when stocks are] under 10 times earnings," Arcese said when speaking to CNBC "Pro Talks." The average price target of 291 Hong Kong dollars ($37.1) means analysts expect the stock to rise by 105% over the next 12 months. Alibaba, JD's competitor and one of the largest companies in China, is buy-rated by 45 out of 47 analysts surveyed by FactSet. The median price target at 135 HKD signifies a 119% upside potential. On average, analysts have a 397 HKD price target on the stock equating to a 92% upside.
☆ CNBC Pro Talks: Portfolio manager Brian Arcese to discuss top stock picks, inflation hedges and more
  + stars: | 2022-10-17 | by ( Cnbc.Com Staff | ) www.cnbc.com   time to read: +2 min
Portfolio Manager Arcese joined Foord in 2014, and currently manages the Foord Global Equity fund and Foord SICAV - Foord International Fund. Join CNBC for the next installment of Pro Talks on Thursday, October 20 at 6:30 a.m. BST / 1:30 p.m. SGT / 1:30 a.m. Check out our previous Pro Talks: CNBC Pro Talks: Asset manager Neil Veitch on top picks — and stocks to avoid — as volatility persists Is 'super cheap' Meta a buy or a miss? Portfolio Manager Arcese joined Foord in 2014, and currently manages the Foord Global Equity fund and Foord SICAV - Foord International Fund. Join CNBC for the next installment of Pro Talks on Thursday, October 20 at 6:30 a.m. BST / 1:30 p.m. SGT / 1:30 a.m.
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