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Top related persons:
Henry Mallari - 4 Ariel - 2 — CNBC's Michael Bloom - 2 Wall - 1 Warren Buffett's - 1 D'Auria - 1 Nick Lai - 1 Morgan Stanley - 1
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Chicago Ariel U.S China Great Hong Kong Europe Korea
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Ariel Investments - 3 Ariel - 2 EV - 1 Wall - 1 BYD - 1 Volvo - 1 Warren - 1 Warren Buffett's Berkshire Hathaway - 1

Search resuls for: "Henry Mallari"


4 mentions found


☆ This Chinese EV maker can grab market share and double its earnings, Ariel Investments says
  + stars: | 2023-08-26 | by ( Sarah Min | ) www.cnbc.com   time to read: +3 min
Investors are underestimating a buying opportunity in Chinese EV maker Great Wall Motor, which could double its earnings from current levels, according to Ariel Investments. The Chinese SUV and pickup truck maker was named by the investment chief as a company to watch at a recent emerging markets panel. But Mallari-D'Auria said he expects Great Wall will grab market share in China as it increasingly builds out an SUV line with vehicles at higher price points. To be sure, there are risks around trading in Great Wall, whose primary listing is in Hong Kong. Over the longer term, the portfolio manager even expects Great Wall will start to gain market share in Europe, though while the near-term opportunity remains at home.
Persons: Henry Mallari, Ariel, Wall, Warren Buffett's, D'Auria, Nick Lai, — CNBC's Michael Bloom Organizations: EV, Ariel Investments, Ariel, Wall, BYD, Volvo, Warren, Warren Buffett's Berkshire Hathaway, JPMorgan Locations: Chicago, Ariel, U.S, China, Great, Hong Kong, Europe
☆ You should have non-dollar assets in some faster growing economies, says Henry Mallari-D’Auria
  + stars: | 2023-07-28 | 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 EmailYou should have non-dollar assets in some faster growing economies, says Henry Mallari-D’AuriaHenry Mallari-D'Auria, Ariel Investments CIO of emerging markets, joins 'Squawk Box' to discuss the latest market trends, what rising interest rates mean for the U.S. dollar, and more.
Persons: Henry Mallari Organizations: Ariel, U.S .
☆ Analysts reveal a $12 billion opportunity to tap the A.I. buzz, naming stocks to play it
  + stars: | 2023-06-14 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +4 min
As the use of AI grows, more and more memory is required; indeed, Morgan Stanley called memory the "foundational building blocks" of artificial intelligence. Nvidia and DRAM Nvidia has been at the center of the AI buzz, and it recently reported much better-than-expected results and a huge forecast beat driven by strong AI demand. Samsung Electronics Another top pick for both Morgan Stanley and Citi is Samsung Electronics . Morgan Stanley says Samsung is an indirect beneficiary of tighter supply driven by AI GPU and server demand. "We view our OW call as more defensible on costs, balance sheet strength and the ability to weather a severe downturn better," Morgan Stanley said.
Persons: Morgan Stanley, Henry Mallari, It's, BofA, Samsung, — CNBC's Michael Bloom Organizations: Ariel Investments, CNBC Pro, Citi, Nvidia, Microsoft, Google, Bank of America, AMD, Intel, NVIDIA, SK Hynix South, SK Hynix South Korean chipmaker SK Hynix, Korean, SK Hynix, Samsung Electronics, Samsung Locations: Korea, SK Hynix South Korean
☆ Asset management firm discusses small economies with strong secular growth exposure
  + stars: | 2023-06-06 | 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 EmailAsset management firm discusses small economies with strong secular growth exposureHenry Mallari-D'Auria of Ariel Investments says some REITs in the Philippines are "far more attractive than you can get in developed markets like the U.S."
Persons: Henry Mallari, Ariel Organizations: Ariel Investments Locations: Philippines
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