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☆ How to invest $500,000 for the year ahead, according to 2 wealth managers
▼ + stars: | 2024-11-25 | by ( Ganesh Rao | ) www.cnbc.com time to read: +4 min

As investors position their portfolios for 2025, wealth managers are advocating for a diversified approach with selective bets on undervalued sectors. CNBC Pro spoke to Ollie Clark, deputy head of research at WH Ireland, and Mark Preskett, senior portfolio manager at Morningstar Wealth, about how investors with roughly $500,000 could look to allocate their portfolio. Clark expects the growth in artificial intelligence to lead to another year of bumper returns. Investors with portfolios already geared toward a traditional 60/40 stock-bond portfolio mix can expect some, if limited, relief in the future, according to Clark. The Morningstar Wealth portfolio manager said investors could gain exposure to such companies through the Franklin FTSE South Korea ETF .

Persons: Ollie Clark, Mark Preskett, Clark, Donald Trump, Morningstar, Preskett, WH Ireland's Clark Organizations: CNBC, WH Ireland, Morningstar Wealth, Clark, Federal Reserve, Trump, South, SK Hynix, Samsung, Franklin FTSE, Metals Mining, HG Locations: U.S, South Korea, Franklin FTSE South Korea

☆ Morgan Stanley picks global stocks to ride the Nvidia boom — and gives 4 more than 50% upside
▼ + stars: | 2024-05-29 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +2 min

Investor darling Nvidia is dominating headlines once again after its earnings last week surpassed expectations on the back of the artificial intelligence boom. Morgan Stanley notes that the reaction to Nvidia's first quarter results is "very telling on how much buying power still exists in the market." Here are seven of Morgan Stanley's overweight-rated stocks to play these AI themes: Overweight-rated stocks Among Morgan Stanley's list of AI stock opportunities are South Korean tech giant SK Hynix and Taiwanese chipmaker Taiwan Semiconductor Manufacturing Company . SK Hynix stocks are held in the iShares MSCI South Korea ETF (8.4% weight) and Franklin FTSE South Korea ETF (8.3% weight). Shares in TSMC are included in the iShares MSCI Taiwan ETF (25.1% weight) and Franklin FTSE Taiwan ETF (22.2% weight) Beyond the headline-makers, Morgan Stanley also sees potential in Japanese manufacturer Advantest Corp .

Persons: Morgan Stanley, Nvidia's, Hopper, Morgan Stanley's, Morgan, Goldman Sachs, — CNBC's Michael Bloom Organizations: Nvidia, SK Hynix, Taiwan Semiconductor Manufacturing Company, Korea ETF, Franklin FTSE, Franklin FTSE South Korea ETF, Advantest Corp, Japan Equity, JPMorgan BetaBuilders Japan, Alchip Technologies, Technology, Memory Technology, Micronics Locations: Asia, Korean, Korea, Franklin FTSE South, Taiwan, Franklin FTSE Taiwan

☆ Nvidia and more: Citi names global stocks to play the semiconductor boom
▼ + stars: | 2024-05-28 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +3 min

The global semiconductor industry is set to experience "groundbreaking changes," Citi said, naming stocks to play the theme. Here are six stocks from Citi's list, which stand out for having substantial upside potential, according to FactSet's consensus price targets. Nvidia Among Citi's list of top stocks is investor darling Nvidia . Samsung Electronics and SK Hynix South Korean tech giants Samsung Electronics and SK Hynix also made Citi's list. Citi also noted that SK Hynix is looking forward to stronger supplies of HBM3E chips through to 2025, "in line with the customer's roadmap."

Persons: Atif Malik, ASMPT, Kevin Chen, Takayuki Naito, Ibiden, Hynix, Peter Lee, — CNBC's Michael Bloom Organizations: Citi, Nvidia, Tokyo Stock Exchange, Franklin FTSE, Franklin FTSE Hong Kong ETF, BlackRock Future Tech ETF, Samsung Electronics, SK Hynix South, SK Hynix, Korea ETF, Franklin FTSE South Korea ETF Locations: Hong Kong, Franklin FTSE Hong, SK Hynix South Korean, Korea, Franklin FTSE South

☆ Analysts are so bullish on this global chip stock they keep naming it as their top pick
▼ + stars: | 2024-01-30 | by ( Weizhen Tan | ) www.cnbc.com time to read: +3 min

One stock frequently showed up among analysts' top calls this month: South Korean chipmaker SK Hynix . In December, HSBC raised the price target for the stock from 150,000 Korean ($112) won to 180,000 Korean won ($134). "We also expect positive impact from ongoing AI demand on expanding On-device AI adoption. For global investors who wish to buy SK Hynix shares, its shares are listed on the Korea Stock Exchange and its depository receipts are listed on the Luxembourg Stock Exchanges. Investors can also buy into SK Hynix via the ETF route.

Persons: Trent Masters, CNBC's Michael Bloom Organizations: Korean chipmaker SK Hynix, SK Hynix, Nvidia, SK Hynix's, UBS, HSBC, Korean, Trent, Alphinity Investment Management, CNBC, Samsung, SK, Korea Stock Exchange, Luxembourg Stock Exchanges, Franklin FTSE, Franklin FTSE South Korea ETF, Korea ETF Locations: Franklin FTSE South Korea, Korea

☆ Investors are getting bearish on China — but see other upside opportunities in Asia
▼ + stars: | 2023-08-31 | by ( Hakyung Kim | ) www.cnbc.com time to read: +4 min

However, some investors believe a bearish China story is shifting the spotlight onto investment opportunities in other Asian markets. Morgan Stanley downgraded the iShares MSCI China ETF (MCHI) to equal weight from overweight in early August, citing lower earnings growth expectations and structural challenges. Opportunity in Japan Japan currently stands out as a "particularly attractive" investment play, according to Horizon Investments chief investment officer Scott Ladner. Investors can get access to the Japanese market through the iShares MSCI Japan ETF (EWJ) , which has an expense ratio of 0.5% and more than $13 billion in assets. Ways to play the space include the iShares MSCI South Korea ETF (EWY) , the Franklin FTSE South Korea ETF (FLKR) and the iShares MSCI Taiwan ETF (EWT) .

Persons: Morgan Stanley, Wells, Jay Bryson, Scott Ladner, Ladner, Seth Carpenter, it's, Carlos Asilis, China —, Asilis, Franklin Templeton's FLKR, we've Organizations: Horizon Investments, Bank of Japan, Glovista Investments, Korea ETF, Franklin FTSE, Franklin FTSE South Korea ETF, U.S Locations: China, Wells Fargo, Japan Japan, Japan, Asia, Pacific, South Korea, Taiwan, Korea, Franklin FTSE South, Australia, India, Vietnam, Indonesia

☆ Goldman Sachs names the winners and losers of an expected glut in EV battery parts
▼ + stars: | 2023-06-21 | by ( Ganesh Rao | ) www.cnbc.com time to read: +2 min

Goldman Sachs expects an oversupply in the global market of battery parts for electric vehicles to have major implications for four major companies. Potential losers The bank's analysts expect POSCO Future M and EcoPro BM, two major Korean cathode producers, to be negatively impacted by this surplus. We thus initiate at Sell on Posco Future M and Ecopro BM," said Goldman Sachs analysts led by Nihil Bhandari in a note on June 12. And winners While Korean cathode manufacturers are expected to face potential margin compression, Korean battery cell makers LG Chem and Samsung SDI are deemed to be in a more favorable position. According to Goldman Sachs, the entry barrier for assembling battery cells is higher than for producing cathodes, making it a less crowded market.

Persons: Goldman Sachs, Nihil Bhandari, Goldman Organizations: Trust Asia, Japan ETF, South Korean, LG Chem, Samsung SDI, Investors, SmartETFs Sustainable Energy, Franklin FTSE Locations: Japan, POSCO, Korean, Franklin FTSE South Korea, South Korea

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