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Top related persons:
James Sullivan - 4 Sullivan - 3 Brian Arcese - 2 Jenny Zeng - 2 China James Sullivan - 1 Willie Walsh - 1 CNBC's - 1 JPMorgan James Sullivan - 1
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Asia China Singapore Southeast Asia U.S Yantai Shandong Province ASEAN
Top related orgs:
JPMorgan - 6 ASEAN - 2 Foord Asset Management - 2 CNBC - 2 Allianz Global Investors - 2 Bank - 1 Visual China - 1 Getty - 1

Search resuls for: "James Sullivan"


13 mentions found


☆ JPMorgan: Need to separate the macroeconomic and equity market conversations when dealing with China
  + stars: | 2024-04-25 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJPMorgan: Need to separate the macroeconomic and equity market conversations when dealing with ChinaJames Sullivan of JPMorgan discusses why investors in China need to focus on bottom-up company research rather than investing in the index as a whole, as well as the challenges facing the Chinese EV space.
Persons: China James Sullivan Organizations: JPMorgan Locations: China
☆ JPMorgan says Bank of Japan's decision on whether to exit negative rates will be 'data-dependent'
  + stars: | 2024-03-11 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJPMorgan says Bank of Japan's decision on whether to exit negative rates will be 'data-dependent'James Sullivan, head of Asia-Pacific equity research at JPMorgan, discusses how Japan's Shunto spring wage negotiations report might affect the central bank's monetary policy.
Persons: James Sullivan Organizations: JPMorgan, Bank Locations: Asia
☆ Chinese tourists are fueling a recovery in Asia-Pacific's travel industry — flight bookings set to climb to pre-pandemic levels
  + stars: | 2024-02-22 | by ( Charmaine Jacob | In Charmainemariajacob | Marylou Costa | ) www.cnbc.com   time to read: +1 min
Vcg | Visual China Group | Getty ImagesAsia-Pacific's travel sector is seeing strong growth, with demand for flights set to match pre-pandemic levels this year — thanks to Chinese tourists. The region's travel demand in December 2023 improved to almost 83% of 2019 numbers compared with just 57% in January, according to the International Air Transport Association. Experts believe Chinese tourists will fuel this demand, particularly as they visit Southeast-Asian destinations within the wider region. watch nowTravel demand from Chinese tourists in Southeast Asia saw a notable rise in January, said James Sullivan, head of Asia-Pacific equity research at JPMorgan. Outside of Asia Pacific, the U.S., U.K., South Korea, Japan and Australia were popular holiday spots for Chinese travelers.
Persons: Willie Walsh, CNBC's, James Sullivan, Sullivan Organizations: Visual China, Getty, International Air Transport Association, JPMorgan, ASEAN, Research, Citi, Asia Pacific Locations: Yantai, Shandong Province, China, Southeast Asia, Asia, ASEAN, Thailand, Singapore, Malaysia, Vietnam, Indonesia, U.S, South Korea, Japan, Australia
☆ JPMorgan discusses Chinese outbound travel trends, Southeast Asia
  + stars: | 2024-02-16 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailChinese outbound travel: Southeast Asia to be net beneficiary of 'incremental boost,' says JPMorganJames Sullivan, head of Asia-Pacific equity research at the investment bank, discusses Chinese outbound travel trends, and says "from an incremental flow perspective, we think ASEAN will be the net beneficiary."
Persons: JPMorgan James Sullivan Organizations: ASEAN Locations: Southeast Asia, Asia
☆ Forget Tesla. Portfolio manager names another way — and stock — to play the EV market
  + stars: | 2023-11-28 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +3 min
Tesla is a hot favorite when it comes to investing in the electric vehicle market. Brian Arcese, portfolio manager at investment firm Foord Asset Management, said he has a "far less convicted view" in Tesla retaining its dominance than in his preferred investing route in the EV market. He told CNBC Pro Talks last week that he's taken two "slightly untraditional" approaches to investing in that space. He names one U.S. stock, Edison International , as one such U.S. regulated utility company to play the EV trend. But he says that within that space, he's focused on companies that are the lowest-cost producers.
Persons: Tesla, Brian Arcese, he's, Arcese, you've, CNBC's Tanvir Gill, — James Sullivan, Jenny Zeng, Sullivan, there's Organizations: Foord Asset Management, CNBC, Edison International, JPMorgan, Allianz Global Investors Locations: Tesla, Asia, INSEAD, Singapore, China, Korea, U.S
☆ 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
☆ JPMorgan sees opportunities in China and India, each tells 'extremely different stories'
  + stars: | 2023-09-21 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJPMorgan sees opportunities in China and India, each tells 'extremely different stories'James Sullivan of JPMorgan says recent economic data from China suggests green shoots in consumer spending whereas infrastructure investment in India is gaining momentum.
Persons: James Sullivan Organizations: JPMorgan Locations: China, India
☆ We're taking a more 'sanguine' stance on China, JPMorgan says
  + stars: | 2023-05-22 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe're taking a more 'sanguine' stance on China, JPMorgan saysJames Sullivan of the investment bank says "in the medium term we do think outperformance out of China will be difficult."
☆ Rate markets are displaying volatility we haven't seen since the global financial crisis: JPMorgan
  + stars: | 2023-03-23 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailRate markets are displaying volatility we haven't seen since the global financial crisis: JPMorganJames Sullivan of the investment bank says there's a "very clear dislocation" in rate markets.
☆ Markets have been looking for a 'thawing' in U.S.-China relations, says JPMorgan
  + stars: | 2023-02-08 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMarkets have been looking for a 'thawing' in U.S.-China relations, says JPMorganJames Sullivan of JPMorgan, Dan Pickering of Pickering Energy Partners, and Brian Arcese of Foord Asset Management discuss U.S. President Joe Biden's State of the Union Address.
☆ The view forward on China 'has to be a productivity bet', says JPMorgan
  + stars: | 2023-01-20 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe view forward on China 'has to be a productivity bet', says JPMorganJames Sullivan of JPMorgan says there are "three key challenges" China faces in its recovery story, but "ultimately", productivity is the most important question for investors.
☆ Escalatory spiral of rhetoric coming out of a divided US government should be a concern: J.P. Morgan
  + stars: | 2022-11-09 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEscalatory spiral of rhetoric coming out of a divided US government should be a concern: J.P. MorganJames Sullivan, Head of Asia Pacific Equity Research at J.P. Morgan, discusses the market impact of the U.S. midterm elections.
☆ JP Morgan says stocks in South Korea and India could 'surprise' investors in 2020
  + stars: | 2019-11-28 | by ( Stella Soon | ) www.cnbc.com   time to read: +1 min
J.P. Morgan has an optimistic outlook on Asian stocks, with South Korea and India positioned to perform particularly well going into 2020. Year end, however, we're looking at 700," J.P. Morgan's head of Asia ex-Japan equity research, James Sullivan, said Monday. Still, J.P. Morgan said its 2020 year-end target for the index — which tracks large and mid-cap stocks across Asian markets, including China, Korea, and India — is roughly 8% above current levels. But stocks in Asia could benefit as global tech demand recovers and companies resume investments. Korean and Indian equities, in particular, could benefit from these trends and "surprise" investors, Sullivan said.
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