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Top related persons:
Zehrid - 4 Martin Currie - 4 Osmani - 4 — - 3 Goldman Sachs - 1 Jan Hatzius - 1 Currie - 1 hasn't - 1
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China Taiwan Europe Shanghai Beijing Omani Russia Ukraine
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Microsoft - 3 Service - 2 Martin Currie Global Portfolio Trust - 2 Nvidia - 2 Investor - 1 Bank of America - 1 Companies - 1 Technology - 1

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5 mentions found


☆ 4 stocks set to benefit from China's stimulus measures while also hedging geopolitical risk: $21 billion firm's portfolio manager
  + stars: | 2024-10-14 | by ( Christine Ji | ) www.businessinsider.com   time to read: +5 min
The Chinese stock market soared after news of a stimulus package but plunged again on Wednesday. Risk remains high in Chinese stocks, which is why investors should exercise caution. The recent volatility in the Chinese market doesn't come as a surprise to Zehrid Osmani, portfolio manager at $21 billion Martin Currie. Valuations are low coming out of the pandemic, creating an attractive entry point into the market, Osmani said. He points to some structural challenges the Chinese economy faces, such as an aging population and a slump in the property sector.
Persons: —, Zehrid, Martin Currie, Osmani Organizations: Service, Investor, Bank of America, Companies, Martin Currie Global Portfolio Trust Locations: China, Shanghai, Beijing, Taiwan, Omani
☆ A portfolio manager at a $21 billion firm warns the odds of a recession have risen to 40% from 20% as inflation and geopolitical concerns surge — and shares where he's investing
  + stars: | 2024-10-12 | by ( Christine Ji | ) www.businessinsider.com   time to read: +5 min
Zehrid Osmani, a portfolio manager at the $21 billion investment manager Martin Currie, has actually increased his recession odds. US-China tensions are escalating over Taiwan, home to the world's largest semiconductor foundry, Taiwan Semiconductor Manufacturing Company. Osmani sees what he calls "seismic thematic shifts" in these areas. And Osmani sees potential for parts of the market driving the energy transition, such as alternative energy and electric vehicles. AdvertisementHis top picks include Nvidia (NVDA), Microsoft (MSFT), chemical company Linde plc (LIN), and industrial manufacturing company Atlas Copco (ATLKY).
Persons: Martin Currie, —, Goldman Sachs, Jan Hatzius, Zehrid, Currie, hasn't, Osmani Organizations: Service, Technology, Taiwan Semiconductor Manufacturing Company, Semiconductors, Nvidia, Microsoft, Linde, LIN, Atlas, Martin Currie Global Portfolio Trust Locations: Europe, Russia, Ukraine, Israel, China, Taiwan
☆ AI investor on why Nvidia's valuation isn't crazy and his top picks in the space
  + stars: | 2024-03-05 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com   time to read: +2 min
Zehrid Osmani, a portfolio manager at Martin Currie, a Europe-based affiliate of Franklin Templeton, is one such investor. Osmani told CNBC that he sees "potential risk of froth" in the AI trade as a whole, but not for Nvidia. "Unlike the basket of AI [stocks] that has seen multiple expansion, Nvidia has actually seen multiple contraction. Nvidia's price-to-earnings ratio, using the projections for the next 12 months, is 32.4, according to FactSet. So there will be a critical element of needing to channel more spend toward AI for a corporate," Osmani said.
Persons: Zehrid, Martin Currie, Franklin Templeton, Osmani Organizations: Nvidia, CNBC, Microsoft Locations: Europe, Great Britain, OpenAI
☆ These 5 fundamentally sound AI stocks are best-positioned for the next 5-10 years with the industry still in its early stages, according to a portfolio manager at a $20 billion firm
  + stars: | 2024-02-27 | by ( William Edwards | ) www.businessinsider.com   time to read: +4 min
But don't confuse Osmani's overall optimism on the AI space for blanket bullishness on AI-adjacent stocks. Many AI stocks, in fact, are detached from fundamentals and are risky, he told Business Insider on Monday. As evidence of this, he cited the performance of a basket of 50 AI stocks his firm monitors. "We like companies that can monetize AI already, which, in effect, these companies are recipients of the sizable spend going on in AI — spend from the hyperscalers, spend from the corporates," he said. Below are five AI stocks that Osmani is betting on for the years to come.
Persons: Zehrid, Martin Currie, Osmani, —, he's bullish Organizations: Business, Microsoft, Google, OpenAI, Design Systems Locations: Scotland
☆ Fund manager outperforming 96% of peers bets big on AI with Nvidia and Microsoft but avoids Apple, Alphabet and Meta
  + stars: | 2023-05-19 | by ( Filip De Mott | ) www.businessinsider.com   time to read: +3 min
A Franklin Templeton fund is outperforming 96% of peers with big bets on artificial intelligence. But the fund is avoiding other tech giants like Apple, Alphabet, Meta and Netflix. According to Bloomberg, Franklin Templeton's $158 million FTGF Martin Currie Global Long-Term Unconstrained Fund has outperformed 96% of peers this year. "But you have to look at it through different segments rather than invest across Big Tech." In fact, the fund is avoiding traditional tech heavyweights such as Apple, Alphabet, Meta, and Netflix.
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