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☆ Korea's Value-Up program will be a 'slow grind' and needs support from domestic investors: HSBC
▼ + stars: | 2024-09-25 | 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 EmailKorea's Value-Up program will be a 'slow grind' and needs support from domestic investors: HSBCHerald van der Linde of HSBC says that the Korea Value-Up program and index are positive developments for investors, but while increasing dividend payments and share buybacks is easy, it will take a long time for companies' capital allocation efficiency to improve.

Persons: der Organizations: HSBC Herald, der Linde, HSBC Locations: Korea

☆ Companies face risk of huge fines and suspensions under tough new cyber rules in the EU
▼ + stars: | 2024-09-20 | by ( Ryan Browne | ) www.cnbc.com time to read: +7 min

The rules impose tougher requirements on companies around their internal cyber resilience strategy and internal practices. CNBC runs through all you need to know about NIS 2 — from what the law requires to the potential penalties businesses could face for violations. Under NIS 2, firms will also have to vet their digital supply chains for cyber threats and vulnerabilities. Companies that fail to comply with the new law could face massive potential fines, along with other punitive actions. Still, even with cyber security a much more prominent focus in board rooms, this hasn't stopped cyberattacks from taking place.

Persons: Oscar Wong, Geert van der Linden, Van der Linden, It's, Chris Gow, Carl Leonard, Leonard, Cisco's Gow, CISO, cyberattacks, Gow Organizations: European Union, NIS, CNBC, Information, EU, Companies, noncompliance, Data, Union Locations: EU, Capgemini, Russian

☆ Elon Musk is helping fuel the flames of far-right rioting on X. An expert says his own platform is radicalizing him.
▼ + stars: | 2024-08-06 | by ( Beatrice Nolan | ) www.businessinsider.com time to read: +5 min

"A lot of these individuals had been deplatformed, so they wouldn't have had an opportunity to amplify," Van der Linden said. Musk has also claimed that the UK police's response "does seem onesided" — a viewpoint commonly promoted by far-right activists. Van der Linden said Musk might be being radicalized by his own platform. Musk's echo chamber on X is increasingly conspiratorial, Van der Linden added. Representatives for X did not immediately respond to a request for comment from Business Insider, made outside normal working hours.

Persons: —, Axel Muganwa Rudakubana, Elon Musk's, Ali Al, Shakati —, Taylor Swift, Andrew Tate, Sander van der, Tommy Robinson, Stephen Yaxley, Lennon, Tate, Musk, Van der Linden, Downing, Kier Starmer, he's, he's radicalizing Organizations: Service, Business, Facebook, The, University of Cambridge, Twitter, Prime Locations: Britain, South Yorkshire, Cardiff , Wales, Southport, Liverpool, London, Sander van der Linden, Soviet Union

☆ The personal cybersecurity concierge is a new perk, and need, among the wealthy
▼ + stars: | 2024-07-26 | by ( Ellen Sheng | ) www.cnbc.com time to read: +4 min

Cybercriminals are increasingly targeting wealthy individuals, making cybersecurity concierges a new must-have for the rich and their families, including executives. While companies are spending heavily on cybersecurity, personal and home devices are generally less protected, making them easier to crack. And despite their sizeable assets and growing threat of cyberattacks, family offices and wealthy families don't think of themselves as targets because hackings are rarely publicized. JPMorgan Private Bank offers cybersecurity help to its ultra-high net worth clients, along with lifestyle and travel services. "I think one of the misconceptions is that — particularly for family offices — 'we're small and nobody notices us.'

Persons: Bill Roth, Jeff Bezos, Saudi Crown Prince Mohammed bin Salman, Lauren Sanchez, Bill Gates, Elon Musk, It's, Bobby Stover, Ernst & Young, They're, Anwar Visram, HardTarget, Ileana Van Der Linde, I've, Visram Organizations: Saudi Crown, Ernst &, JPMorgan, JPMorgan Private Bank, Asset, Wealth Management, CNBC Locations: WhatsApp, Tinder

☆ 92% of investment funds have increased their exposure to China: HSBC
▼ + stars: | 2024-04-17 | 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 Email92% of investment funds have increased their exposure to China: HSBCHerald van der Linde of HSBC discusses the outlook for China's market, saying the market is in the early stages of improving sentiment.

Persons: der Organizations: HSBC Herald, der Linde, HSBC Locations: China

☆ There are still 'spots' in China that investors can look at, HSBC says
▼ + stars: | 2024-01-15 | 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 EmailThere are still 'spots' in China that investors can look at, HSBC saysHerald van der Linde, head of Asia-Pacific equity strategy at the bank, says "in China, the problem is that … we don't have one cycle that seems to work very well."

Persons: van der Linde Organizations: HSBC Locations: China, Asia, Pacific

☆ Stop being fooled by misinformation. Do this instead
▼ + stars: | 2023-11-29 | by ( Sandee Lamotte | ) edition.cnn.com time to read: +8 min

It’s a text from your credit card company — someone is trying to purchase a $2,500 laptop using your account number. Be it finance, health care or politics, there is a global “infodemic” of misinformation that is affecting people’s health and well-being, according to the World Health Organization. “For most of the population who isn’t extreme in their attitudes, fact-checking and debunking reduces the degree to which people rely on falsehoods, but it doesn’t fully eliminate it,” van der Linden said. This approach works much like a vaccine, van der Linden said. “Instead of talking about immigration or abortion, talk about ‘Star Wars’ and ‘South Park’ as a starting point,” van der Linden said.

Persons: COVID, ”, Sander van der, van der Linden, Oscar Wong, nudges, “, ” van der Linden, you’re, Anakin, Obi, ” Obi, “ We’ll Organizations: CNN, Facebook, World Health Organization, WHO, “, Social, University of Cambridge, American Psychological Association, Getty, Cambridge, Research, ‘ Locations: Sander van der Linden, Covid, Cambridge, Canada, absolutes

☆ Elon Musk's next headache after Tesla's earnings flop could be users ditching X over Israel-Hamas misinformation, Nobel economist Paul Krugman says
▼ + stars: | 2023-10-20 | by ( George Glover | ) www.businessinsider.com time to read: +3 min

Elon Musk, already reeling after Tesla's earnings flop, could see X users ditch his platform. Israel-Hamas misinformation might be a "tipping point" for the social-media site, Paul Krugman says. The Nobel laureate expects X users to start leaving for rival platforms like Threads and Bluesky. AdvertisementAdvertisementElon Musk is already reeling after Tesla's earnings miss slashed its stock price by 9% on Thursday. Things could go from bad to worse for the tech billionaire, as the spread of misinformation about the war between Israel and Hamas could drive people away from his X platform, according to Paul Krugman.

Persons: Elon Musk, Paul Krugman, —, Krugman, Jack Dorsey, Sander van der Linden, Musk Organizations: Service, European Union, New York Times, Meta Locations: Israel

☆ A viral video that claimed to show a CNN team staging a rocket attack in Israel was fake. It's being slammed as another case of misinformation on Elon Musk's X.
▼ + stars: | 2023-10-14 | by ( Marta Biino | ) www.businessinsider.com time to read: +3 min

A video with fake audio appeared to show CNN's Clarissa Ward staging a rocket attack in Israel. The video went viral on X, with over 5 million views, but it's since been debunked. download the app Email address Sign up By clicking “Sign Up”, you accept our Terms of Service and Privacy Policy . AdvertisementAdvertisementA viral video that appeared to show CNN correspondent Clarissa Ward and her crew staging a rocket attack has been debunked. pic.twitter.com/AjfiyMGZQi — TheQuartering (@TheQuartering) October 10, 2023In a followup post on X, the TheQuartering account clarified that the voice-over was fake.

Persons: Clarissa Ward, —, Elon Musk's, Elon Musk, Musk, Sander van der Organizations: CNN, Service, New York, Hamas, Elon, Twitter, TheQuartering, Israel, University of Cambridge Locations: Israel, Gaza, Sander van der Linden

☆ Elon Musk demands to see a 'list of violations' after the EU called him out over the rapid spread of Israel-Gaza disinformation on X
▼ + stars: | 2023-10-11 | by ( Beatrice Nolan | ) www.businessinsider.com time to read: +3 min

Elon Musk has demanded the EU provide a "list of violations" concerning disinformation on X. The international body told Musk to tackle the problem or face penalties. AdvertisementAdvertisementElon Musk has demanded to see a "list of violations" after the European Union told him to tackle disinformation about the Israel-Gaza conflict, which has been rapidly spreading on X. In a post on X, Musk replied to Breton's letter, saying: "Our policy is that everything is open source and transparent, an approach that I know the EU supports. The company's CEO, Linda Yaccarino, pulled out of two speaking arrangements, citing the developing conflict and a need to "remain fully focused on X platform safety."

Persons: Elon Musk, —, Thierry Breton, Breton, Musk, Linda Yaccarino, Sander van der Linden Organizations: EU, Service, European Union, Hamas, University of Cambridge Locations: Israel, Gaza, Algerian

☆ The out-of-control spread of fake news about the Israel-Gaza conflict on X is 'a direct result of Musk's policies,' misinformation expert says
▼ + stars: | 2023-10-10 | by ( Beatrice Nolan | ) www.businessinsider.com time to read: +5 min

The rampant spread is "a direct result of Musk's policies," a misinformation expert told Insider. "The fact that people with verified accounts can monetize their content means they have the wrong incentive," he said. "They're incentivized to spread content that's going to get engagement, clicks, and ultimately make them money. Even if you keep saying don't trust verified accounts, it's still difficult for people to navigate that landscape." Van der Linden said although misinformation was also present on Twitter before Musk's time, the platform used to have better resources to tackle it.

Persons: —, Linda Yaccarino, Elon Musk, Musk, Sander van der Linden, Van der Linden, van der Linden, it's, Stanford, Alex Stamos, der Linden, They're Organizations: Service, Hamas, Cambridge Social, University of Cambridge, Twitter Locations: Gaza, Israel, Egypt

☆ India's a great investment story but an 'expensive market,' HSBC says
▼ + stars: | 2023-09-27 | 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 EmailIndia's a great investment story but an 'expensive market,' HSBC saysHerald van der Linde, head of equity strategy at HSBC for Asia-Pacific, says Indonesia is "also a great story" but its earnings growth is "not as exciting" as India's.

Persons: van der Linde Organizations: HSBC Locations: Asia, Pacific, Indonesia

Benchmark 10-year yields reached 4.312%, testing October's 4.338%, a break past which would be its highest since 2007. "What's interesting is usually when you have volatility around rates that's the market trying to price in a higher fed funds rate. "The impact of higher yields is standard: a dollar that is well supported and equities under pressure," he added. MSCI's world index (.MIWD00000PUS) was down 0.1% on Thursday, having dropped to its lowest level since July 6 early in the session. MSCI's broadest index of Asia-Pacific shares outside Japan (.MIAPJ0000PUS) slid to its lowest since late November in early trading Thursday.

Persons: Brendan McDermid, Samy Chaar, der Linde, Van der Linde, Shunichi Suzuki, Brent, Ankur Banerjee, Alun John, Anisha, Sonali Paul, Angus MacSwan Organizations: New York Stock Exchange, REUTERS, Lombard, Atlanta Federal, Nasdaq, Zhongzhi Enterprise Group, HSBC, Reuters Global Markets, Finance, Thomson Locations: New York City, U.S, SINGAPORE, CHINA, China's, Asia, Pacific, Japan, Hong Kong, China, Singapore, London, Bengaluru

☆ China wants to move to a new growth model, HSBC says
▼ + stars: | 2023-07-20 | 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 EmailChina wants to move to a new growth model, HSBC saysHerald van der Linde, HSBC's head of equity strategy at Asia Pacific, says China doesn't want to return to its old growth model, which was centered on real estate and investments in infrastructure.

Persons: van der, HSBC's Organizations: China, HSBC, van der Linde, Asia Locations: China

May 18 (Reuters) - Equity markets in North Asia will outperform the broader region this year, buoyed by China's reopening and a post-pandemic recovery-led earnings rebound, investors and strategists said. Liquidity from easing monetary and fiscal policy, along with Asian central banks' early victory on inflation, is expected to defend against an incoming downtrend, keeping North Asian equities resilient. Grace Tam, chief investment officer-Asia at BNP Paribas Wealth Management, expects North Asia to outperform this year following a strong 2022 from South Asian equities. Goldman Sachs sees the north versus south disparity in Asia as a top investment theme in 2023. "China's growth recovery and North Asia's earnings rebound in 2024 remain our key investment themes and overweight areas," it said in its second-quarter outlook.

☆ Buying global A.I. stocks? Here are the 3 risks investors should watch closely, HSBC says
▼ + stars: | 2023-05-11 | by ( Ganesh Rao | ) www.cnbc.com time to read: +2 min

Asian companies exposed to artificial intelligence have seen a 30% increase in value since November 2022 — when ChatGPT was unveiled. However, HSBC has warned that investors should consider three significant risks before investing in AI stocks: disappointing demand, increased competition, and regulations. "Nothing is more exciting for investors and entrepreneurs than discovering a potentially huge market for new products and services," said the bank's strategists led by Herald van der Linde. They added that these powerful narratives pushed stock prices up but eventually saw prices come back down due to various factors. Having laid out its framework, HSBC also named the following stocks exposed to artificial intelligence that their analysts cover.

☆ Shares and bonds ride high after soothing euro zone data
▼ + stars: | 2023-03-31 | by ( Marc Jones | ) www.reuters.com time to read: +6 min

Government bonds have gained as much as 5%, gold is 8% higher, while oil is down and the dollar has barely budged. The euro zone inflation numbers showed consumer prices rising 6.9% in March after an 8.5% increase in February, representing the sharpest deceleration since Eurostat started collecting data in 1991. Japan's Nikkei (.N225) also jumped 1% on Friday，as inflation data for the capital Tokyo highlighted broadening price pressures. The euro , which hit a one-week high against the dollar overnight on sticky German inflation data, dipped back under $1.09 again after the euro zone data but was still set for a 3% monthly rise. U.S. crude futures were flat at $74.40 per barrel, while Brent crude futures slipped 0.1% to $78.52 per barrel.

☆ Asian shares ride high in Q1 but keep vigil on inflation
▼ + stars: | 2023-03-31 | by ( Stella Qiu | ) www.reuters.com time to read: +5 min

The buoyant mood is likely to run into resistance in Europe, with caution setting in ahead of the euro zone inflation data. The pan-region Euro Stoxx 50 futures was flat, while S&P 500 futures eked out a gain of 0.2%. It is on course for a quarterly gain of 3.6%, after surging 12% in the three months that ended in December. Japan's Nikkei (.N225) also leaped 1%，as inflation data for the capital Tokyo highlighted broadening price pressures. That compared with an overwhelming bet on a 25 basis point hike a month ago before the banking volatility started.

☆ China has U-turned on almost all major policies it put in place in the last 3 years — and it's not surprising, given the state of its economy
▼ + stars: | 2023-02-16 | by ( Huileng Tan | ) www.businessinsider.com time to read: +10 min

But the country reversed some major policies in response to the abysmal GDP growth. China's GDP grew by 3% in 2022 — the worst since the chaotic Cultural Revolution ended. Most recently, after three years of pandemic lockdowns and isolation, China abruptly reversed course and abolished its zero-COVID policy — leaving the world guessing why. China's GDP grew only 3.0% in 2022 — the worst in nearly half a century since the chaotic Cultural Revolution ended. China's GDP growth is vital because it is the world's second-largest economy after the US, so it's a driving force for global investment and trade.

☆ Investors turn picky in Asia after easy wins from China’s reopening
▼ + stars: | 2023-02-09 | by ( Ankur Banerjee | ) www.reuters.com time to read: +5 min

Herald van der Linde, HSBC's head of equity strategy for Asia Pacific, points out that travel and gaming stocks have already benefited. That has led investors to hunt for sectors and companies with depressed valuations outside China. Reuters GraphicsMSCI China Vs MSCI Asean vs MSCI Asia excluding JapanGLOBAL PUSH OR CHINA PULL? After a torrid 2022, investors have been betting that a swift recovery in China's economy will somewhat cushion the impact of a global slowdown and possible recession. "China and its reopening trade, on the other hand, are in early stages and may be the additional tailwind for Asian equities later this year."

☆ Adani vs. Hindenburg: How Asia’s richest man lost his crown in just a few days
▼ + stars: | 2023-02-01 | by ( Jihye Lee | ) www.cnbc.com time to read: +5 min

Gautam Adani, billionaire and chairman of Adani Group, during an event at the Port of Haifa in Haifa, Israel, on Tuesday, Jan. 31, 2023. According to Forbes, Gautam Adani, the founder and chairman of the group, has lost his status as Asia's richest man to Mukesh Ambani, the chairman of Reliance Industries. Hindenburg, which said it has taken a short position in Adani Group, stands to benefit from the declining value of those stocks. Adani's battle with the short-seller firm has put the group's exposure to Wall Street — amounting to nearly $9 billion, according to JPMorgan — under the spotlight. In just one week, Indian billionaire Gautam Adani saw more than $34 billion wiped off his net worth, according to the Bloomberg Billionaires Index.

☆ Chinese companies set for biggest earnings growth in 5 years in 2023-Refinitiv data
▼ + stars: | 2023-01-19 | by ( Gaurav Dogra | ) www.reuters.com time to read: +2 min

Jan 19 (Reuters) - Chinese companies are expected to report their highest earnings growth in five years, Refinitiv data shows, as economic reopening after COVID lockdowns and accommodative monetary policy raise hopes for higher profits. According to Refinitiv IBES data, China's large and mid-cap companies' profits are seen rising 16.2% in 2023, the fastest growth since 2017. The Reuters analysis showed utilities, consumer staples and consumer discretionary sectors are expected to lead growth with their estimated profit growth of 34.5%, 33.5% and 27.8%, respectively. Meanwhile, the tech sector is expected to see earnings growth of 27% compared with 9.4% in 2022 while the property sector would witness 9.4% higher profits after a 4.9% drop last year. read more"We expect China to outperform Asia ex-Japan due to its faster-than-anticipated reopening, continuing domestic policy support, and potential for stronger earnings growth," said Mark Haefele, chief investment officer at UBS Global Wealth Management, in a note this month.

☆ Vitamina D și COVID-19. Care este adevărul despre "leacul miraculos"
▼ + stars: | 2021-04-06 | by ( Publika.Md - Aici Sunt Știrile | ) www.publika.md time to read: +5 min

Ce rol ar avea vitamina D în tratarea COVID-19 a fost una dintre întrebările care încă subzistă la mai mult de un an de pandemie, scrie digi24.ro. Hidroxiclorochina, Ivermectina și vitamina D - toate sunt sau au fost studiate. Documentul a fost distribuit pe scară largă în mediul online, dar apoi a fost retras din cauza îngrijorărilor privind acuratețea cercetării. Potrivit medicului, deși deficiența de vitamina D a fost un factor de risc stabilit în rândul persoanelor care mor în terapie intensivă, suplimentarea cu vitamina D nu a reușit să reducă riscul dezvoltat de acești pacienți. Așa se răspândesc mesajele de tipul celor - „nu aveți nevoie de vaccin, puteți lua doar vitamina D”.

Persons: ., David Davis, Dr . Baluja, Van der Linden Organizations: BBC, Universitatea din Locations: Universitatea din Barcelona, Spania, Universitatea din Cambridge

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