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Goldman Sachs: China A-shares remain favorable into 2025
  + stars: | 2024-11-19 | 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 EmailGoldman Sachs: China A-shares remain favorable into 2025Timothy Moe of Goldman Sachs says willingness of the Chinese government to pump in more stimulus support is a positive signal for investors looking to enter the market.
Persons: Goldman Sachs, Timothy Moe Locations: China
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGS: tactically upgrade China market and lower India stocks with a subdued view on Japan near-termTimothy Moe of Goldman Sachs shares his latest view on China markets, India markets and Japan markets.
Persons: Timothy Moe, Goldman Sachs Locations: China, India, Japan
When I was 19 years old, I cut ties with my father. I had a difficult, painful childhood, and I needed distance from him in order to heal. When I was 29 years old, I learned he had received a terminal diagnosis, and I had to confront the relationship I’d tried to leave behind. I reached out to my friends and boyfriend for support, searching for a way to work through these complicated feelings. Follow The New York Times Opinion section on Facebook, Instagram, TikTok, WhatsApp, X and Threads.
Persons: I’d, Frøydis Fossli Moe Organizations: New York, Facebook Locations: London
"China's growth recovery and north Asia's earnings rebound in 2024 remain our key investment themes and overweight areas," Goldman Sachs' strategists, led by Timothy Moe, wrote in a Saturday note. Asia-Pacific markets opened higher Monday, as investors assessed China's weekend press briefing and awaited a slew of economic data this week from the region. Both metrics missed expectations of economists polled by Reuters, who estimated CPI to rise 0.6% and PPI to decline 2.5%. China is set to release its trade data for September on Monday, with exports expected to rise 6%, a slower growth than 8.7% in August, while imports are estimated to grow 0.9%, compared to 0.5% in August. China watchers also look ahead to the week with a busy set of economic data, including China's third-quarter GDP, September industrial output growth, retail sales and unemployment rate.
Persons: Goldman Sachs, Timothy Moe, Finance Lan Fo'an Organizations: China's, Finance, Reuters, PPI Locations: Asia, Pacific, China
Longtime friends and neighbors fell out of touch and in some cases died, leaving the couple more isolated and vulnerable. Not long before he met the Davises, Maw pitched a local businessman on investing in his engine business. In the Davises, he had met a couple who had sizable bank accounts and an impressive car collection. The buyer also said he paid more for LaDonna’s property than for two larger buildings on the same street.) The Davises' property on Holt Avenue in West Covina.
Persons: James, LaDonna, , Michael McCasland, Min Zaw Maw, Maw, , Javier Puga, ” Puga, Ladonna’s, Frank Piro, Piro, Amis, didn’t, McCasland, Davis, Min Maw, “ Maw ingratiated, ” McCasland, Rich Schapiro, Diana Homeier, ” Homeier, ” Maw, Maw “, LaDonna Davis, Moe, Gilbert Amis, ” Amis, Brett Hitchman, ” Piro, ” LaDonna, Min, Juan Dotson, Dotson, Michael Ebiner, ” Ebiner, ’ ”, Gus May, Hitchman, ” Hitchman, LaDonna “, Ebiner, breathlessly, Stacey Wood, Wood, Organizations: Powertek Engineering Group, Pacific Western Bank, Citizens Business Bank, NBC News, McCasland, Holt, St, NBC, Nascar, Google, Protective Services, Center, Adult Protective Services, , Public Guardian, West, West Covina police, Bank of America, Scripps College Locations: Holt, Myanmar, Arcadia, LaDonna, West Covina, Vincent, St, Upland, Calif, Angeles County, McCasland, Los Angeles
Lot of alpha opportunities under the hood in China A-shares: GS
  + stars: | 2024-09-20 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPlenty of alpha opportunities under the hood; stay invested in China A-shares: Goldman SachsTimothy Moe of Goldman Sachs highlights short-term opportunities in H-shares and long-term potential in A-shares as China’s structural transformation takes shape, but advises a selective approach within these markets.
Persons: Goldman Sachs Timothy Moe, Goldman Sachs Locations: China
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGoldman Sachs: Current valuations make Korea an attractive opportunity for investorsTimothy Moe of Goldman Sachs believes it’s only a matter of time before shareholders benefit from Korea's Value Up Program.
Persons: Goldman Sachs, Timothy Moe, it’s Locations: Korea
Stouffer's takes on Kraft with new boxed mac and cheese
  + stars: | 2024-09-16 | by ( Amelia Lucas | ) www.cnbc.com   time to read: +2 min
Stouffer's is exiting the freezer aisle and taking on Kraft Heinz with its new shelf-stable mac and cheese. The average American consumer eats mac and cheese 22 times a year, trailing only pizza in its frequency, according to Moe. Out of those 22 occasions, the mac and cheese comes from a box about 70% of the time. To start, under the name Stouffer's Supreme, the brand will offer two variations on boxed mac and cheese: a classic cheddar and a three-cheese version made with cheddar, gouda and parmesan. Moe said the cheddar is a "sibling, not identical twin" of its frozen mac and cheese, while the three-cheese option is a "cousin."
Persons: Kraft Heinz, Stouffer's, Tom Moe, Moe, Andre Maciel, Kraft's, Nestle, that's Organizations: Kraft, Nestle, Nestle Meals Division, Barclays Global Consumer Staples Locations: cheddar, gouda
A woman sustained serious injuries this week after falling and tumbling more than 150 feet down an embankment at a Washington state waterfall popular with hikers, authorities said. The fall at Racehorse Falls near Deming, Washington, on Tuesday afternoon was the fifth one at the attraction this year, Whatcom County Fire District 14 said in a statement Wednesday. A woman tumbled and fell more than 150 feet down an embankment at Racehorse Falls, Wash., on Tuesday. Though the lush waterfall near the U.S.-Canada border and about 100 miles north of Seattle is a draw for hikers, its rainy climate and rocky environment can make for a perilous trek. The waterfall itself plunges 169 feet, the department says.
Persons: David Moe Organizations: Whatcom County Fire, Firefighters, Bellingham Fire Department, U.S ., Department of National Resources Locations: Washington, Deming , Washington, Whatcom County, Tuesday, Bellingham, Seattle, U.S, Canada
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailRyan 'Stock Moe' Monoski and Trade-Ideas' Michael Nauss talk how to invest during this sell-offRetail Trader Ryan 'Stock Moe' Monoski and Trade-Ideas' Michael Nauss joins CNBC's Special Report to talk how to trade in a sell-off.
Persons: Ryan, Moe, Monoski, Michael Nauss
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailExpect Asian markets to rally in the back end of the year: Goldman SachsGoldman Sachs' Timothy Moe says the current earnings season supports a fundamentally constructive view on the markets, and adds he is overweight Japan and Korea.
Persons: Goldman Sachs Goldman Sachs, Timothy Moe Locations: Japan, Korea
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGoldman Sachs' Timothy Moe discusses upcoming U.S. election and impact on Asia stocksTimothy Moe of Goldman Sachs says we are likely to see very different asset price responses to various potential U.S. election results, which will drive up volatility for Asian stocks.
Persons: Goldman Sachs, Timothy Moe Locations: Asia
Read previewDiners are cutting back on meals out during the week and saving the money for the weekends instead, a restaurant executive says. Jim Holthouser, CEO of GoTo Foods, formerly known as Focus Brands, said that some diners had been limiting their spending. GoTo Foods owns Cinnabon, Auntie Anne's, Jamba, Moe's Southwest Grill, McAlister's Deli, Schlotzsky's, and Carvel. The data only compares restaurant spending in 2019 and 2023, and doesn't show how this has changed in recent months. Estimated retail sales from GoTo Foods' licensing partners totaled about $1.5 billion in 2023, or just over a quarter of total sales across its brand portfolio.
Persons: , Jim Holthouser, Auntie Anne's, Carvel, Holthouser, Wendy's, GoTo, Anne's pretzels Organizations: Service, GoTo Foods, Focus Brands, Business, Subway
This satellite image shows Buthidaung, Myanmar, on January 17, 2024. © 2024 Maxar Technologies This satellite image shows Buthidaung, Myanmar, on May 18, 2024. This satellite image shows a damaged bridge in Buthidaung, Myanmar, on May 18, 2024. Warnings of further atrocitiesAn immediate concern is a humanitarian crisis in Rakhine state, with newly displaced residents unable to access food or clean water. The Myanmar military has blocked all access,” said Nay San Lwin.
Persons: Farooq, , Young, Volker Türk, Kyaw, , Buthidaung –, , John Quinley, Khaing, Lwin, Rohingya, Pan, Matthew Miller Organizations: CNN, Arakan Army, AA, Resource Management, Free Rohingya Coalition, International Court of Justice, Council, Myanmar, UN Human Rights Council, National Unity Government, Free Rohingya Coalition –, Maxar Technologies, , ” CNN, Bangladesh, Labs, Medecins, Rakhine . State Department, Unity Government Locations: Myanmar’s, Myanmar, Rakhine, Arakan, Bangladesh, Buthidaung, Lwin, Indonesia, San Lwin, Rakhine State
CNN —Toward the end of its 35th season, “The Simpsons” made a move that rankled some fans: It killed a longtime resident of Springfield. I would say under 10,” said Matt Selman, sardonic showrunner of “The Simpsons,” in an interview with CNN. There are around 16 writers per season, typically made up of 22 episodes, though this season has just 18 due to the 2023 writers’ and actors’ strikes. Last month, Sosthand won a Writers Guild Award for the episode, beating out three other nominees from the “Simpsons” writers room. It’s nice that their hard work has been noticed, Selman said, but critical appraisal of “The Simpsons” is always in flux.
Persons: Read, Larry, Barfly, he’s, Homer, they’re, Duff, , , Matt Selman, Marge, Bart, Lisa, Maggie, Selman, ’ ” Selman, – – Selman, Carl Carlson, Carl Carlson Rides, Loni Steele Sosthand, who’s, Murphy, Skinner, Bumblebee Man, Cesar Mazariegos, Broti Gupta, , John Frink, Mike Price, who’ve, , hasn’t, ” Sosthand, Carl, Sosthand, “ It’s, ” Selman, Moe, Rev, Lovejoy, Krusty, ” Price, , Mazariegos, might’ve, “ We’re, Price, Kirk, Willie, janitor’s, Groundskeeper Willie reconnects, ” It’s, Bart hijinx, Ned Flanders, Maude Flanders, Edna Krabappel, it’s “ Organizations: CNN, Gracie Films, Springfield ”, Crazy, , Bass, Scottish Locations: Springfield, Moe’s, , Iceland, West, Scotland
Ryan 'Stock Moe' Monoski weighs in on the meme stock revival
  + stars: | 2024-05-16 | 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 EmailRyan 'Stock Moe' Monoski weighs in on the meme stock revivalRyan Monoski, retail trader ‘Stock Moe’, joins 'Power Lunch' to discuss meme stocks and the retail investor.
Persons: Ryan, Moe, Monoski, Ryan Monoski, Moe ’ Organizations:
Sam Sanchez, a Chicago restaurateur, was incensed when President Biden announced last September that his administration would extend work eligibility to nearly half a million Venezuelans, many of them migrants who had recently crossed the border illegally. What about his undocumented employees like Ruben, a Mexican father of two U.S.-born children who has been in the United States since 1987, and Juan, another Mexican worker, who has trained dozens of new hires at Moe’s Cantina? “It’s offensive that my employees and other immigrants are being leapfrogged by new arrivals,” said Mr. Sanchez, who is on the board of the National Restaurant Association. Having built lives and families since entering the country unlawfully many years ago, they have been waiting for Congress to give them a path to work legally. “For those of us here a long time trying to do everything right, it’s just not fair that we are forgotten,” said Juan, 53, whose last name was withheld out of concern about his immigration status.
Persons: Sam Sanchez, Biden, Ruben, Juan, , , Sanchez, it’s Organizations: National Restaurant Association Locations: Chicago, Mexican, United States, Moe’s
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGoldman strategist discusses how change in expectations around Fed may affect Southeast Asia marketsTimothy Moe, co-head of Asia macro research and chief Asia-Pacific equity strategist at Goldman Sachs, discusses the Monetary Authority of Singapore's decision to keep monetary policy unchanged, the outlook for Southeast Asian central bank monetary policy and his equity strategy for the region.
Persons: Goldman, Timothy Moe, Goldman Sachs Organizations: Monetary Authority Locations: Asia, Pacific
Rep. Jeff Jackson voted "yes" to a bill that could lead to TikTok being banned in the US. Jackson's decision led to backlash from his 2.3 million TikTok followers, who felt "betrayed." AdvertisementRep. Jeff Jackson said sorry to his followers after voting "yes" on a bill that would effectively ban TikTok in the US unless its parent company sells it. 352 Representatives, including Jackson, voted in favor, and 65 voted against. "He made a name for himself on TikTok and then voted to potentially ban Americans from using it," he said.
Persons: Jeff Jackson, Jackson, , he's, TikTokers, TikTok, Critics, Joe Biden, Biden, Moe, innately, Jackson didn't, Glenn DeVar, DeVar, doesn't Organizations: Service, Senate, Meta, Union Locations: North Carolina, Beijing
Dine Brands Global is considering an Applebee’s and IHOP combination, according to an earnings call on February 28. Dine Brands is the parent company of both restaurant chains. Because of the cost to build an Applebee’s, Dine Brands is “assembling a prototype” for another option. The revenue for the joint restaurants could double that of the standalone restaurants, the company said in the earnings call. Combination locations allowed these restaurants, such as Auntie Anne’s and Cinnabon, to expand past malls and into busier streetside spots.
Persons: New York CNN —, Anne’s, Applebee’s, Paul Weaver, Carvel, Auntie Anne’s, , Brian Krause, John Peyton, Peyton Organizations: New, New York CNN, Bell, KFC, Dine, Dine Brands, AP, Focus Brands, Brands Locations: New York, Susquehanna, Selinsgrove , Pennsylvania, Cinnabon, Leon , Mexico, Mexico
In Gemini 1.5, improvements to the new tech are leaps and bounds above what the original Gemini can do. Gemini 1.5 Pro's context window capacity, however, can handle up to 1 million tokens. Gemini 1.5 is also getting better at generating good responses from super-long queries, without a user needing to spend much additional time fine-tuning their queries. Google says that in rolling out Gemini 1.5, it underwent extensive ethics and safety testing to greenlight it for wider release. The tech company has conducted research on AI safety risks and has developed techniques to mitigate potential harm.
Persons: , Sundar Pichai, Demis Hassabis, OpenAI's, Febrary, MoE Organizations: Service, Google, Gemini
UNITED NATIONS (AP) — Nine members of the United Nations Security Council condemned “indiscriminate” airstrikes by Myanmar's military against civilians before an envoy briefed the council Monday as part of regional efforts to implement a peace plan that has so far been largely ineffective. Before the council meeting, nine of the 15 council members stood before reporters to support a statement read by Britain’s U.N. The United States pushed for an enforceable Security Council resolution to prevent Myanmar from getting jet fuel, the council diplomat said. According to the council diplomat, China, which has close ties to Myanmar, emphasized the need to give ASEAN's efforts time and space. Russia, which also has links to Myanmar, reiterated that the council shouldn’t be interfering in the country’s internal affairs.
Persons: Alounkeo Kittikhoun, , Kittikhoun, Britain’s U.N, Barbara Woodward, Myanmar’s, Aung, Suu Kyi, United States —, Saleumxay Kommasith, Win Myint, U.N, Kyaw Moe Tun, Suu Kyi’s Organizations: UNITED NATIONS, United Nations Security Council, Association of Southeast Asian Nations, ASEAN, Lao, Arakan Army, Bangladesh, Myanmar’s Border Guard Police, Democratic, Amnesty Locations: Myanmar, ASEAN, Laos, Suu, China, Ecuador, France, Japan, Malta, South Korea, Slovenia, Switzerland, United Kingdom, United States, Thailand, Rakhine, Bangladesh, Arakan, U.S, Union, Vietnam, Russia
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe investment case for South Korea is 'really good' right now, Goldman Sachs saysTimothy Moe of the investment bank says "it's probably our strongest and most out-of-consensus idea that we have."
Persons: Goldman Sachs, Timothy Moe, it's Locations: South Korea
Sending a voice note in a conversation is 48% more likely to lead to a date, according to recent Hinge data. More than two-thirds, 65%, of daters believe hearing someone's voice helps them determine their interest. Leaving a voice note for someone you haven't met yet can feel awkward, though. Many of us cringe at the sound of our own voice, which can make it hard to know exactly how we are coming off to other people. If you feel uncomfortable leaving voice notes, here are some tips that can help you at least sound more congenial.
Persons: Moe Ari Brown, Brown, haven't
Wealth Assistants also said that if clients didn't break even in the first year, they would get their money back. BI spoke with 16 people who invested between $35,000 and $100,000 each to work with Wealth Assistants and said they lost their money. Ten days later, Wealth Assistants said it laid off its roughly 75 employees and planned to shut down by December 1. Selling customers on the entrepreneur lifestyleMany Wealth Assistants clients said they were drawn by the opportunity to generate passive income. Cart.com sent Wealth Assistants a formal notice of termination in the fall after Wealth Assistants stopped paying its invoices earlier in the year, the representative said.
Persons: Mike Wimmer, Wimmer, they're, I'm, Ryan Carroll, Max K, Max O, , Carroll, Carroll didn't, we're, Tina Luk, breakeven, Seth Hamilton, Andrew Pou, Suzy Arriola, Saheb Sabharwal, Cart.com, Moe O'Neil, weren't, Max, you've, it's, they've, We've, we've, Madeline Stone, Jack Newsham Organizations: Business, ., Federal Trade Commission, Amazon, Products, Nobu Dallas, Lamborghini, Facebook, Wealth, BI, FTC, DK Automation Locations: China, Texas, Nobu, California, Houston, Pennsylvania, mstone@insider.com
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