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Top related persons:
Ben Kirby - 2 Thornburg's Kirby - 2 Kirby - 1 Duke - 1 It's - 1 James Donald - 1 Jerome Powell - 1 Jackson - 1
Top related locs:
U.S China Beijing Botox , Wyoming cautiousness Smucker Chicago
Top related orgs:
Thornburg Investment Management - 2 KFC - 1 Technology - 1 doesn't - 1 Lazard Investment - 1 Lenovo - 1 Federal - 1 Nvidia - 1

Search resuls for: "Thornburg's Kirby"


3 mentions found


☆ China's macro backdrop has investors worried. Here are some stocks that could be safe from any weakness
  + stars: | 2023-09-20 | by ( Sarah Min | ) www.cnbc.com   time to read: +4 min
A lackluster economic backdrop in China shouldn't keep Wall Street from buying opportunities in the world's second-largest economy, some investors say. Consumer growth bets Kirby named Yum China as one quality stock idea. He also expects Yum China could still benefit from a rebound in consumer spending in China. It's a spending category the fund manager doesn't expect will suffer from any weakness in the macro backdrop. Yum China is higher this year by more than 4%.
Persons: Ben Kirby, Kirby, Duke, It's, James Donald, Thornburg's Kirby Organizations: Thornburg Investment Management, KFC, Technology, doesn't, Lazard Investment, Lenovo Locations: China, Beijing, Botox, U.S
☆ Stocks are heading for a down August as market kicks off September with jobs report
  + stars: | 2023-08-25 | by ( Sarah Min | ) www.cnbc.com   time to read: +7 min
Regardless, the major averages are set to close a losing month as higher yields and Fitch downgrades weighed on equities this month. "Further cooling in the labor market and the services sector," said Brian Ellis, portfolio manager at Morgan Stanley Investment Management. The labor report will be preceded by the July personal consumption expenditures, or PCE, report on Thursday. In fact, many investors expect that the Federal Reserve is probably done hiking rates here as policymakers await the effects of higher rates on the real economy. Increasingly, investors are looking for opportunities in income as they deal with the possibility of higher rates for longer.
Persons: Jerome Powell, Jackson, Jay Hatfield, Fitch downgrades, nonfarm, Brian Ellis, Powell, Morgan, Ellis, Ben Kirby, that's, Thornburg's Kirby, Campbell Organizations: Federal, Nvidia, Nasdaq, Dow Jones, Capital Management, Dow Jones Industrial, FactSet, Morgan Stanley Investment Management, Federal Reserve, Thornburg Investment Management, Labor, Investors, Dallas Fed, Hewlett Packard Enterprise, HP, ADP, Costco, PCE, PCE Deflator, Chicago PMI, Dollar, Broadcom, Jobs, PMI, Manufacturing Locations: , Wyoming, U.S, cautiousness, Smucker, Chicago
☆ China is rolling back much of its Covid controls. That could spell a buying opportunity for these stocks
  + stars: | 2022-12-28 | by ( Sarah Min | ) www.cnbc.com   time to read: +5 min
A reopening in the world's second-largest economy could spell a buying opportunity for investors as China unwinds much of its Covid restrictions. Investors have taken the recent developments as a signal to start snapping up China equities. What's more, they say that Chinese equities are cheap on a historical basis, and cheap compared to their emerging market peers. This month, Morgan Stanley said that Chinese equities have a "steep climb" after their underperformance during the pandemic. Yum China is the fourth-largest position in the Thornburg Developing World Fund (THDAX) , which has a roughly 29% allocation to China.
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