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Top related persons:
Ted Alexander - 8 BML - 5 CNBC's - 2 we've - 2 Alexander - 2 Harris - 1 Jiang Sheng - 1 It's - 1
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BML Funds - 4 Trump - 1 Visual China - 1 Getty - 1 Appaloosa Management - 1 KE Holdings - 1 Baidu - 1 BCA Research - 1

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8 mentions found


☆ This sector is the 'number one buy' at the moment: Portfolio manager
  + stars: | 2024-11-05 | 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 EmailThis sector is the 'number one buy' at the moment: Portfolio managerTed Alexander of BML Funds says this sector is the "place to go" and "where he will be investing" in the coming months.
Persons: Ted Alexander, BML Organizations: BML Funds
☆ Don't see 'massive downsides' in Asia from tariffs or trade war: CIO
  + stars: | 2024-11-05 | 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 EmailDon't see 'massive downsides' in Asia from tariffs or trade war post-US elections: CIOTed Alexander of BML Funds says he is 'pretty hopeful' for a clean presidential election in the US, and discusses where both Trump and Harris are placed in terms of tariffs and trade.
Persons: Ted Alexander, BML, Harris Organizations: BML Funds, Trump Locations: Asia
☆ Big names like David Tepper and 'Big Short' investor Michael Burry are quietly upping their bets on the Chinese economy
  + stars: | 2024-09-17 | by ( Zahra Tayeb | ) www.cnbc.com   time to read: +5 min
From property woes to sluggish economic data, China appears to be suffering from long Covid. Wall Street turns bullishBillionaire investors, including Appaloosa Management founder David Tepper and "Big Short" investor Michael Burry, recently revealed they are sticking to their China bets. The famed investor loaded up on Alibaba stock in the second quarter, revealing an $11.2 million position in the company. That makes Alibaba Burry's largest holding, with other Chinese tech stocks including Baidu and JD.com also featuring on Burry's portfolio. Meanwhile, BCA Research recently upgraded Chinese onshore stocks to overweight, with China strategist Jing Sima expecting Chinese onshore stocks to passively outperform global equities.
Persons: Jiang Sheng, It's, Ted Alexander, CNBC's, David Tepper, Michael Burry, Alibaba, Tepper, Burry, JD.com, Jing Sima, George Boubouras, Goldman Sachs, Song Zhiyong, Eric Lin Organizations: Visual China, Getty, Appaloosa Management, KE Holdings, Baidu, BCA Research, K2 Asset Management, CNBC, Bank of America, National Bureau of Statistics, China's Ministry of Transport, Civil Aviation Administration, Asia Pacific Summit for Aviation Safety, Paris Olympic Games, Greater, Greater China Research, UBS Locations: China, Beijing, Wall, Japan, South Korea, Singapore, Europe, Greater China
☆ The current market is 'directionless,' one CIO says, naming 6 stocks he likes right now
  + stars: | 2024-09-12 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com   time to read: +4 min
Defensive and dividend plays Alexander's strategy in playing the market right now is through defensive sectors and dividend players. As for dividend plays, Alexander is bullish on the utilities and telco sectors amid falling Treasury yields . Big pharma plays Alexander is also likes health-care and biotech players, especially big pharmaceutical companies producing products serving medical needs. Names he likes include AbbVie , AstraZeneca , Novartis and Johnson & Johnson . Johnson & Johnson, meanwhile, has been building out a "pipeline of drugs," Alexander added.
Persons: Ted Alexander, we've, we're, Alexander, it's, bullish, Durex, They've, Mead Johnson, Johnson Organizations: U.S, U.S . Federal, Sydney, Telecommunications, AT, Verizon, Frontier Communications, London Stock Exchange, Big pharma, AstraZeneca, Novartis, Johnson Locations: U.S ., South Dallas, U.S
☆ Don't see anything that has changed to indicate the 'death of the stock rally': CIO
  + stars: | 2024-08-05 | 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 EmailDon't see anything that has changed to indicate the 'death of the stock rally': CIOTed Alexander of BML Funds says the stock market rally is not at its end, but the market has become more realistic following its "rocket high expectations" of this earnings season.
Persons: Ted Alexander, BML Organizations: BML Funds
☆ Outperforming portfolio manager names 5 discounted global stocks to buy right now
  + stars: | 2023-10-03 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +2 min
Many stocks have become "a bit cheaper" and investors could get good returns, according to one portfolio manager. "Now, we've seen quite a lot of stocks coming up and there's quite a lot of discounted stocks out there," he said. "So we've been looking a lot at the industrials and consumer stocks that have been quite beaten up in the last few months. He was previously portfolio manager of the Orca Global Fund, which is now closed. Five discounted names He named these five global stocks in the industrials and consumer sectors: Germany's DHL and Siemens , Hong Kong's Techtronic , China's Nari and India's Infosys .
Persons: Ted Alexander, BML, CNBC's, we've, Alexander, Hong Kong's, China's, Techtronic Organizations: Global Fund, Orca Global Fund, Nasdaq, Germany's DHL, Siemens, Hong, India's Infosys, Infosys
☆ Market hype around AI means that there is a lot of 'crap' out there, says portfolio manager
  + stars: | 2023-10-02 | 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 EmailMarket hype around AI means that there is a lot of 'crap' out there, says portfolio managerTed Alexander of BML Funds says that AI will help increase productivity but does not see the technology making "an enormous step of difference".
Persons: Ted Alexander, BML Organizations: BML Funds
☆ Rising bond market volatility has made the bond trader a 'loser' this year, CIO says
  + stars: | 2023-09-12 | 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 EmailRising bond market volatility has made the bond trader a 'loser' this year, CIO saysTed Alexander, chief investment officer at BML Funds, says stock markets, on the other hand, "love inflation."
Persons: Ted Alexander
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