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Donald Trump's - 1 Stephen Gallagher - 1 Russell - 1 bitcoin - 1 Gallagher - 1 Jason Draho - 1
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Societe Generale - 1 Trump - 1 US - 1 US Banks - 1 SG Global - 1 Wall - 1 UBS - 1

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3 mentions found


☆ Keep buying the 'Trump trades' through inauguration, Societe Generale says
  + stars: | 2024-11-14 | by ( Hakyung Kim | In Hakyungkim | ) www.cnbc.com   time to read: +1 min
Cryptocurrencies and banks have been on a tear since President-elect Donald Trump's victory last week, and Societe Generale thinks these "Trump trades" have more room to run into January. The firm specifically underscored bank stocks, companies exposed to the reshoring theme, small-cap names and crypto. "Trump trades are in full bloom and should continue to outperform until Inauguration Day, in our view," U.S. chief economist Stephen Gallagher wrote in a Thursday research note. Gallagher is not the only one on Wall Street who thinks the "Trump trade" has more legs. Societe Generale said its Trump 2.0 thematic basket has jumped more than 7% in the week since the election, but it is only up 15% in 2024, compared to the S & P 500 's 25% year-to-date gains.
Persons: Donald Trump's, Stephen Gallagher, Russell, bitcoin, Gallagher, Jason Draho Organizations: Societe Generale, Trump, US, US Banks, SG Global, Wall, UBS Locations: US
☆ Investors question Teck on climate even after Canadian miner's coal spin-out
  + stars: | 2023-03-21 | by ( Divya Rajagopal Simon Jessop | Divya Rajagopal | Simon Jessop | ) www.reuters.com   time to read: +5 min
[1/3] Visitors pass a logo of Teck Resources Ltd mining company during the Prospectors and Developers Association of Canada (PDAC) annual convention in Toronto, Ontario, Canada March 4, 2019. REUTERS/Chris HelgrenTORONTO, March 21 (Reuters) - Investors have yet to embrace Canadian miner Teck Resources Ltd's (TECKb.TO) proposal to spin off its highly polluting coal business and focus on production of copper to help supply society's move toward electric vehicles. Last month, Teck announced a split into copper-focused Teck Metals and Elk Valley Resources (EVR), which will focus on high-margin coal for steel making. In 2021, South African miner Anglo American demerged and listed its thermal coal business. "The coal business is profitable for now, and using its proceeds to fund its copper business is a pragmatic way towards transition," said Dustyn Lanz, Senior Advisor ESG Global Advisors.
☆ India's Adani still eligible to be part of influential JPMorgan bond indexes
  + stars: | 2023-02-07 | by ( ) www.reuters.com   time to read: +2 min
SINGAPORE, Feb 7 (Reuters) - India's Adani group of companies, which in recent weeks has seen a brutal selloff in its bonds and shares after being targetted by a U.S. short-seller, is still eligible for inclusion in JPMorgan's influential bond indexes, the bank said in a note. Adani, whose business interest includes ports, power generation and transmission, and renewable energy, has a total notional value of $7.7 billion in the JPMorgan's CEMBI and JACI indexes, the bank said on Monday. JPMorgan Corporate Emerging Market Bond Index series (CEMBI) tracks dollar debt issued by emerging market corporations, while its Asia Credit Index (JACI) tracks the total return performance of the Asia fixed-rate dollar bond market. After the release of Hindenburg's report, Adani's weight has decreased by 10 basis points to 36 basis points in the CEMBI Broad Div index and by 15 basis points to 48 basis points in the CEMBI Broad Div IG index, the JPMorgan note said. The Indian conglomerate's weight decreased by 16 basis points to 52 basis points in the JACI index, it added.
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