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☆ China’s reopening has gotten Wall Street excited. Here’s how the pros are playing it
▼ + stars: | 2023-01-10 | by ( Zavier Ong | ) www.cnbc.com time to read: +5 min

Over the past week, a host of Wall Street banks have turned increasingly bullish on the world's second-largest economy and have upgraded their outlook on Chinese stocks. Morgan Stanley expects China's GDP to grow by an "above-consensus" 5.4% in 2023, on the back of a "fast-tracked" reopening and more proactive policy easing. Meanwhile, UBS says Chinese stocks look increasingly attractive. How to play the reopening Against this backdrop, analysts have named a slew of both Chinese and global stocks they think will benefit most from China's reopening. Bank of America's domestic reopening beneficiaries include consumer stocks such as alcoholic beverage makers Kweichow Moutai and Tsingtao Brew , airline stocks including China Southern Airlines , as well as online travel platform Trip.com .

☆ Alibaba, other China ADRs surge as Ant Group capital plan approval fuels hope for relaxing scrutiny
▼ + stars: | 2023-01-04 | by ( Jesse Pound | ) www.cnbc.com time to read: +2 min

Alibaba has faced growth challenges amid regulatory tightening on China's domestic technology sector and a slowdown in the world's second-largest economy. Chinese tech stocks that trade in the U.S. jumped Wednesday morning after Chinese officials approved an expanded capital plan from Ant Group. U.S.-listed shares of Alibaba jumped more than 6% in premarket trading after the news, as did stock of JD.com . The moves come as investors are seeing signs of a more relaxed Chinese regulatory environment. Correction: Chinese tech stocks that trade in the U.S. jumped Wednesday morning.

Reuters Graphics3/ RE-EMERGING MARKETSWhisper it, but the emerging markets (EM) bulls are back after 2022 delivered some of the biggest losses on record. Credit Suisse particularly likes hard currency debt and DoubleLine's Jeffrey Gundlach, AKA the "bond king", has EM stocks as his top pick. Economists polled by Reuters expect headline U.S. inflation to decelerate to 3.1% by the end of 2023. Valentine Ainouz, fixed income strategist at the Amundi Institute, predicts the 10-year U.S. Treasury yield will end 2023 at 3.5% from around 3.88% currently. Reuters Graphics5/ EQUITIES: SELL NOW, BUY LATEREquity investors hope a V-shaped year for the global economy will see stocks end it comfortably higher.

☆ A China ‘spending boom?’ Your guide to emerging market investing in 2023
▼ + stars: | 2022-12-26 | by ( Fred Imbert | ) www.cnbc.com time to read: +9 min

"We're going to have a spending boom in China, at least in the first half of the year," said Mehran Nakhjavani, emerging market strategist at MRB Partners. How to play emerging markets in 2023 Regardless, there are several ways for investors to get exposure to emerging markets. Perhaps the easiest way is by investing in the iShares MSCI Emerging Markets ETF (EEM). Another vehicle through which to play emerging markets is the First Trust Emerging Markets Small Cap AlphaDex ETF (FEMS) . The fund is the best-performing emerging markets ETF this year, according to Morningstar, with a year-to-date return of just over 1%.

☆ From recovery to regulation: How China's tech giants could fare in 2023 after a bruising year
▼ + stars: | 2022-12-20 | by ( Arjun Kharpal | ) www.cnbc.com time to read: +11 min

But investors are starting to feel slightly more optimistic toward Chinese tech giants in 2023. Jakub Porzycki | Nurphoto | Getty ImagesIt's been another rough year for China's tech stocks. Xin Sun King's College LondonHow the exit from zero-Covid is handled could ultimately determine the extent of the rebound for China tech. Since the start of 2021, the Hang Seng tech index in Hong Kong, which includes most of China's tech giants, has fallen more than 50%. Firstly, Chinese tech firms have been cutting costs and exiting non-core businesses in order to boost profitability.

☆ Strong returns could be hard to find in 2023. How to prep your portfolio and generate income
▼ + stars: | 2022-12-11 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +5 min

Wall Street is warning of a stormy start to 2023 , but investors should prepare to find pockets of opportunity and ensure their portfolio is running efficiently. Bond prices have tumbled alongside stocks, such that even the iShares Core Growth Allocation ETF – which is based on a 60/40 split between equities and fixed income – has dropped nearly 15%. Higher yields on fixed income The silver lining of the Federal Reserve's interest rate hiking campaign is the rising yield investors can find on even the most boring fixed income offerings. Meanwhile, Series I savings bonds that are issued from Nov. 1 to April 30, 2023 have a current interest rate of 6.89%. Short-term Treasurys are another attractive option for your fixed income sleeve.

☆ JPMorgan says these global travel stocks are poised to pop as China eases Covid restrictions
▼ + stars: | 2022-11-18 | by ( Charmaine Jacob | ) www.cnbc.com time to read: +3 min

It added that the uncertain economic outlook hasn't yet eaten into leisure travel spending — with the International Air Transport Association continuing to see strong forward international air travel bookings. The bank's key picks to play the sector are Beijing Capital International Airport and Shanghai Airport. Other airline stocks that are among JPMorgan's picks include Air China and Qantas Airways . Other stocks that could take flight Apart from airport and airline stocks, China's reopening would also benefit hotels, restaurants and leisure sectors , according to a Goldman Sachs note from Nov. 6. These stocks include casino operators Galaxy Entertainment and Sands China , food chain Yum China , as well as Trip.com .

☆ 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.

☆ Goldman Sachs says buy these stocks ahead of a $2.6 trillion China reopening boom
▼ + stars: | 2022-11-11 | by ( Zavier Ong | ) www.cnbc.com time to read: +3 min

This would be a boon for the stock market, according to Lau, who estimates that a full reopening could drive 20% upside for Chinese stocks. "While the reopening roadmap is still unclear, our reopening beneficiaries have outperformed the [MSCI China Index] by 20% since July," he said. Reopening beneficiaries The bank's list of reopening beneficiaries comprises 30 names it says are "well placed" to gain from the easing of social distancing and travel curbs. Here's what it found A third of the bank's list of reopening beneficiaries is made up of companies in the hotels, restaurants and leisure sectors. The stocks include casino operators Galaxy Entertainment and Sands China , food chain Yum China , as well as Trip.com .

☆ Wall St rallies to close out soft week after jobs report
▼ + stars: | 2022-11-04 | by ( Chuck Mikolajczak | ) www.reuters.com time to read: +4 min

But the data also showed average hourly earnings rose slightly more than expected, as did job growth, pointing to a labor market that largely remains on firm footing. Nonfarm payrollsLabor market data has been a primary focus for markets as the Fed has repeatedly stated it is looking for some cooling before considering a pause in hikes. "This was not a report that shows the rate hikes are starting to take hold," said Shawn Cruz, head trading strategist at TD Ameritrade in Chicago. The Dow Jones Industrial Average (.DJI) rose 410.27 points, or 1.28%, to 32,411.52. Starbucks Corp jumped after it topped Wall Street estimates for quarterly comparable sales and profit, while DoorDash Inc's (DASH.N) revenue beat boosted the food delivery firm's shares.

☆ 3 in 5 Americans have made this money move—but it's 'not a good idea,' says lending expert
▼ + stars: | 2022-11-01 | by ( Ryan Ermey | ) www.cnbc.com time to read: +4 min

Here's how financial and etiquette experts say you can lend money without damaging your finances — or your friendships. Still, you may be tempted to help out someone in financial need — especially in today's difficult economy. "In general, my feeling is that it's not a good idea to lend to family and friends," says Ted Rossman, a senior industry analyst at CreditCards.com. If you've ever watched an episode of "Judge Judy," you know that lending money to a friend or loved one can come with disastrous results. And even if you don't urgently need the money, a failure to repay could lead to hurt feelings or awkward tension on both sides.

☆ 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.

☆ Analysts are pounding the table for these 'well positioned' stocks head of earnings
▼ + stars: | 2022-10-22 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Analysts say there are a handful of buying opportunities as earnings season continues, including a slew of big names. CNBC Pro combed through the top Wall Street research to find stocks to buy ahead of earnings. In fact, Keane said the company's upside potential is so large, it hasn't even begun to scratch the surface. In fact, the firm said it sees "potential upside" due to iPhone "share gains in China and the enterprise market." "We believe CMG represents a rarity as we hunt through our coverage for earnings upside," Bittner said.

☆ Amazon to Use Airbus Cargo Planes for First Time
▼ + stars: | 2022-10-21 | by ( Doug Cameron | ) www.wsj.com time to read: 1 min

Amazon.com . Inc. said it is hiring Hawaiian Air lines to fly its packages on 10 rented Airbus SE jets around the U.S., reducing its reliance on Boeing planes. The e-commerce giant has a fleet of more than 110 aircraft, mainly Boeing 767s that used to carry passengers but now move goods, and outsources the flying to other airlines.

☆ A recession looks increasingly likely. But Goldman Sachs says these stocks could beat the gloom
▼ + stars: | 2022-10-21 | by ( Zavier Ong | ) www.cnbc.com time to read: +5 min

Central banks are relentlessly hiking interest rates to rein in inflation — even at the expense of economic growth — prompting fears of a recession. "Concerns on sticky inflation and a tight labor market have focused investor attention on implications for rising rates and recession risk. Those stocks have high and expanding cash return on capital invested and return on equity, according to the bank. BlackRock says that's now an 'obsolete' strategy Investors keen to add growth names to their portfolio could also look to Goldman's list of high growth stocks. The bank also identified high growth names that are trading at an attractive valuation, including Watches of Switzerland and Standard Chartered .

☆ Bank of America downgrades Apple, says weak consumer will cause stock's outperformance to end
▼ + stars: | 2022-09-29 | by ( Carmen Reinicke | ) www.cnbc.com time to read: +2 min

Apple got a rare downgrade Thursday, with Bank of America lowering its rating on the tech giant to neutral from buy, citing incremental risks to the company's earnings going forward. The bank also slashed its price target on the stock to $160 per share, implying upside of about 7%. Bank of America's old target of $185 pointed to a more than 23% gain. Apple is down 15.6% year to date, outperforming the S & P 500 in that time, which has fallen nearly 22%. Bank of America sees many short-term risks to Apple given a weaker macroeconomic outlook.

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☆ Termen extins : Concurs de oferte pentru servicii de consultanță și suport tehnic în gestionarea deșeurilor, pentru reprezentanții APL de nivel I și II (criterii şi standarde tehnice necesar a fi înde
▼ + stars: | 2021-06-29 | by ( Alte Articole | ) www.civic.md time to read: +5 min

Despre Proiect :Proiectul ,,Spre o gestiune intercomunală, eficace și durabilă a deșeurilor în zona central-estică a Republicii Moldova” este posibil datorită finanțării structurii de cooperare intermunicipală ,,Savoie Déchets", Franța și grantului Ministerului Europei și Afacerilor Externe din Franța. Realizarea a 8 ateliere de informare şi descriere a elementelor sistemului integrat de gestionare a deşeurilor solide pentru aleși locali. Asistență tehnică pe subiectul analizei locațiilor stațiilor de transfer și a depozitului regional. Oferta tehnică trebuie să conțină: Proiectele structurii și de agendă a celor 3 activități, cu descrierea sumară a subiectelor incluse. Odată agreată colaborarea, consultantul va propune spre coordonareasistentului tehnic, variantă finală a structurii și a materialelor sesiunilor.

Persons: consultantul Organizations: Externe, Microsoft Locations: Republica Moldova, Orhei, Rezina, Republicii Moldova, Savoie, Franța, Telenești, Verejeni, BEI, ❖

☆ Japonia propune săptămâna de lucru de patru zile pentru ca angajații să aibă timp să facă copii
▼ + stars: | 2021-06-23 | by ( Publika.Md - Aici Sunt Știrile | ) www.publika.md time to read: 1 min

Japonia propune săptămâna de lucru de patru zile. Propunere urmărește îmbunătățirea echilibrul dintre viața profesională și cea privată, scrie dw.com . Guvernul vrea să se asigure că angajații nu vor renunța la joburi și vor avea timp să facă mai multe studii, potrivit alephnews.ro. Planul e și că, având mai mult timp liber, japonezii vor contribui la creșterea economică, pentru că vor cheltui mai mult și vor avea și timp să își facă familii și să aibă copii. Salariații din Japonia trebuie încurajați să reducă timpul petrecut la birou, consideră guvernul, care vrea să îmbunătățească echilibrul dintre job și viața privată.

Locations: Japonia

☆ Proiectul ,,Spre o gestiune intercomunală, eficace și durabilă a deșeurilor în zona central estică a RM” anunță concursul ofertelor de preț pentru procurarea containelor de plasă pentru colectarea pla
▼ + stars: | 2021-06-22 | by ( ) www.civic.md time to read: +2 min

Context:Procurarea și instalarea containerelor pentru colectarea plasticului are loc în cadrul lucrărilor proiectului ,,Spre o gestiune intercomunală, eficace și durabilă a deșeurilor în zona central estică a RM”. Este planificată construcția a cel puțin 40 containere de plasă, care vor fi instalate în or. Obiectivul acestei activități este de a organiza procesul de colectare separată a plasticului de tip PET și de a reduce cantitatea de deșeuri depozitată necorespunzător. Scopul:Scopul acestei solicitări de oferte comerciale este de a identifica și ulterior de a contracta o companie care va furniza 40 de containere de plasă pentru colectarea deșeurilor din plastic. Construcție container : Containerele vor fi realizate din colț metallic și plasă, însă este încurajată și prezentarea inovativă și diferită a construcției și structurii containerului.

Persons: com . Organizations: Savoie Locations: RM, Telenești, com, com . Bănești, Moldovei

☆ Ученые: иммунитет к коронавирусу у переболевших Covid-19 может быть пожизненным
▼ + stars: | 2021-05-28 | by ( Super User | ) mybusiness.md time to read: +1 min

У людей, переболевших Covid-19, формируется устойчивый иммунитет к коронавирусу, который может обеспечить выздоровевшему пациенту защиту от повторного заражения на протяжении нескольких десятилетий - причем даже в том случае, если сама инфекция протекала в относительно легкой форме. До последнего времени считалось, что иммунитет к коронавирусной инфекции не будет длиться долго. Большинство экспертов оценивало продолжительность эффективной иммунной защиты примерно в 1,5-2 года, так что результаты новых исследований стали для них приятной неожиданностью. Впрочем, опрошенные Би-би-си независимые эксперты призывают отнестись к новости со сдержанным оптимизмом и не радоваться раньше времени. В конце концов, в научной литературе описано уже несколько подтвержденных случаев повторного заражения Covid-19, а версия о пожизненном иммунитете на сегодняшний день пока остается теорией - хоть и очень правдоподобной.

Organizations: Университет Вашингтона, Университет Рокфеллера, Бибиси Locations: Covid, сентлуис, Миссури, ньюйорк

☆ Космическая цена космического вина. Продается бутылка "Петрюс", побывавшая на МКС
▼ + stars: | 2021-05-06 | by ( Super User | ) mybusiness.md time to read: +1 min

Бутылка французского вина "Петрюс" (Petrus), которая больше года находилась на Международной космической станции, выставлена на продажу. Представители аукционного дома Christie's ожидают, что ее стоимость составит около 1 млн долларов. В ноябре 2019 года на МКС было отправлено 12 бутылок "Петрюс" урожая 2000 года. В январе этого года "винный погребок" вернулся с МКС на Землю, пишет bbc.com . Представитель Christie's Тим Триптри рассказал Би-би-си, что вместе с вином, побывавшим в космосе, будет продана и обычная бутылка "Петрюс" урожая 2000 года, "чтобы счастливый покупатель имел возможность их сравнить".

Persons: Petrus, Тим Триптри, Бибиси Organizations: Space Cargo, Международная космическая станция, МКС Locations: Земля

☆ Lansare licitație deschisă privind selectarea unei companii/organizații care va efectua un sondaj național de opinie
▼ + stars: | 2021-01-22 | by ( Alte Articole | ) www.civic.md time to read: +2 min

Dosarul de aplicare urmează să fie prezentat în limba română, în format electronic și va conține Oferta Tehnică și Oferta Financiară. Oferta financiară va fi scanată și anexată la dosarul de aplicare. Oferta tehnică și financiară va fi transmisă în baza formularelor. Oferta tehnică și financiară vor fi expediate în 2 e-mailuri separate. Persoanele interesate vor transmite oferta tehnică la adresa al.ermolenco@gmail.com, iar oferta financiară la adresa mvarmari@soros.md până la data de 1 februarie 2021, orele 23:59 cu indicarea în titlul mesajului “Ofertă tehnică licitație deschisă- Companie sociologică” și respectiv “Ofertă financiară licitație deschisă – Companie sociologică”.

Persons: Alexandra Ermolenco, Rodica Ivașcu Organizations: Fundației Soros Moldova Locations: Moldova

☆ ANPM selectează o persoană fizică sau juridică pentru actualizarea curriculumului de instruire continuă online a para-juriștilor
▼ + stars: | 2021-01-22 | by ( Alte Articole | ) www.civic.md time to read: +6 min

Context: Asociația Națională a Para-juriștilor din Republica Moldova (ANPM) este organizația neguvernamentală și apolitică din Moldova. Sistemul de asistență juridică garantă de stat este administrat de către Consiliul Național pentru Asistență Juridică Garantată de Stat (CNAJGS). În 2017 para-juriștii s-au asociat într-o asociație profesională - ANPM și prin proiectele obținute, asociația a organizat inclusiv instruiri continue pentru para-juriști. În vederea creării platformei de instruire online, curriculumul de instruire inițială va fi actualizat. În baza rezultatelor concursului, ANPM va semna un contract de prestări servicii.

Persons: ANPM Organizations: Para, Fundația Soros - Locations: Republica Moldova, Moldova, 26.07.2007, instruirile, Fundația Soros - Moldova, ANPM

☆ Concurs de selectare a unei companii sociologice
▼ + stars: | 2021-01-18 | by ( Alte Articole | ) www.civic.md time to read: +4 min

Instituția Privată Institutul de Politici Publice lansează concursul privind selectarea unei companii sociologice pentru realizarea sondajului Barometrul Opiniei Publice pentru luna ianuarie - februarie 2021, în corespundere cu termenii de referință. Perioada de colectare a datelor: maximum pana la 15 februarie 2021, iar prezentarea rezultatelor pe data de 22 februarie, 2021. Calificarea și experiența companiei sociologice și a echipei:descrierea generală a companiei;date despre rețeaua de operatori;experienţă anterioară în efectuarea cercetărilor similare în domeniul social și economic;experienţă anterioară de analiză statistică a datelor colectate şi de elaborare a rapoartelor;experţi de calificare înaltă cu experienţă vastă în organizarea cercetărilor sociologice (CV-urile vor fi incluse ca parte componentă a ofertei). Toate ofertele, depuse pînă la termenul limită, vor fi deschise membrilor juriului programului Barometrul Opiniei Publice, online sau prin prezență. 022276786fax: 022276786, adresa e-mail: ipp@ipp.mdProgramul Barometrul Opiniei Publice, persoana de contact Arcadie Barbaroșie, arcadie_barbarosie@ipp.md , arcadiebarbarosie@gmail.com .

Persons: Barbaroșie Organizations: Publice Locations: Chisinau, Republica Moldova

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