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☆ This global commercial real-estate stock is set to rise by 60%, Jefferies says
▼ + stars: | 2023-05-03 | by ( Ganesh Rao | ) www.cnbc.com time to read: +3 min

Jefferies expects shares of U.K.-focused commercial real-estate stock Life Science REIT to rise by more than 60% over the next 12 months. The investment bank's prediction comes at a time when the global commercial real estate market has seen prices fall sharply over the past year . However, according to Jefferies, Life Science REIT will escape the brunt of the pressure facing the rest of the sector. These properties are then leased to "tenants operating in the life science sector," according to the company. The region is also set to benefit from the U.K. government's 10-year strategy, unveiled in 2021, to aid and develop the life science sector in the U.K.

☆ KKR to invest $250 million more in India's Serentica Renewables
▼ + stars: | 2023-05-01 | by ( ) www.reuters.com time to read: +1 min

Companies KKR & Co Inc FollowBENGALURU, May 1 (Reuters) - U.S. private equity firm KKR & Co Inc (KKR.N) will invest an additional $250 million in Serentica Renewables, the Indian decarbonisation platform said on Monday. "This latest investment will support the company's effort to achieve 4000MW of installed renewable energy capacity that will aid clean energy delivery to large-scale industrial customers," Serentica Renewables said in a statement. KKR, which jointly holds Serentica with billionaire Anil Agarwal's Twinstar Overseas Ltd, had in November committed to invest $400 million in the company. Founded last year, Serentica focuses on industrial decarbonisation by making renewables the primary source of energy for the commercial and industrial sectors, that use more than 50% of the electricity generated in India. Reporting by Navamya Ganesh Acharya and Rama Venkat in Bengaluru; Editing by Robert BirselOur Standards: The Thomson Reuters Trust Principles.

☆ Here's what history indicates is in store for U.S. and global stocks in May
▼ + stars: | 2023-05-01 | by ( Ganesh Rao | ) www.cnbc.com time to read: +2 min

On the other hand, May hasn't been such a sure performer historically, according to CNBC Pro's analysis of S & P 500 index data on FactSet dating back to 1928. On average, stocks have risen in May 56 out of the 95 years, or about 60% of the time. The losses are more severe at 4.7% when there are negative returns in May. The chart below shows month-on-month performance of the S & P 500 over the past 20 years. For the second quarter as a whole, the direction of travel for the S & P 500 was less clear .

☆ This weight-loss drug maker's stock is up 20% this year — and Barclays sees it going higher
▼ + stars: | 2023-04-28 | by ( Ganesh Rao | ) www.cnbc.com time to read: +3 min

Wegovy catapulted into the spotlight thanks to its success in weight loss and the endorsement by celebrities and social media influencers, including Tesla CEO Elon Musk. However, some investors are concerned that Novo's stock has already factored in this growth potential, as its shares have risen by 137% since the U.S. Food and Drug Administration approved the drug in June 2021. Novo's shares are also traded in New York Stock, London , and Frankfurt. NVO 5Y mountain According to Barclays' Field, the market for obesity treatment drugs could be worth as much as $200 billion within the next decade. "So does the weight loss that comes with taking Wegovy prevent you from having a heart attack or a stroke among those that have a higher risk?

☆ How to trade Deutsche Bank and Barclays quarterly results based on history
▼ + stars: | 2023-04-27 | by ( Ganesh Rao | ) www.cnbc.com time to read: +2 min

Two of Europe's largest banks — Britain's Barclays and Germany's Deutsche Bank — are set to announce their first-quarter earnings later on Thursday. In such a scenario, CNBC Pro's analysis found that shares, on average, outperformed the FTSE 100 index by 2.7 percentage points on the day. The stock also beat the benchmark by 2.5 percentage points over a week since the results, and 13.9 percentage points a month out. BARC-GB 1Y line Meanwhile, Deutsche Bank shares have more often than not performed poorly compared to the DAX index , according to CNBC Pro's analysis. Deutsche Bank shares were trading at 9.52 euros per share ($11.87) on Wednesday afternoon.

☆ Missed the A.I. rally? HSBC names 4 Chinese stocks set to benefit from the trend
▼ + stars: | 2023-04-26 | by ( Ganesh Rao | ) www.cnbc.com time to read: +3 min

However, for investors who might have missed that run-up in such stocks, HSBC has identified four Chinese stocks that are still set to benefit from the growing trend. The bank believes that demand for training these artificial intelligence systems will be the critical driver for A.I. The table below shows four stocks, all of which are specialist hardware manufacturers targeting AI systems, HSBC is bullish toward: The bank's positive outlook on A.I. According to the Asia-focused investment bank, there are significant opportunities within hardware supply chains and software providers when investing in new developments within A.I. Other stocks HSBC highlighted include A.I.

☆ Short-sellers raise their stakes against these 2 European banks by billions since the SVB crisis
▼ + stars: | 2023-04-25 | by ( Ganesh Rao | ) www.cnbc.com time to read: +3 min

Short-sellers significantly increased their bets against European banks Santander and ING amidst a turbulent month for the global banking sector. Madrid-headquartered Santander's stock saw the biggest surge in short interest among European banks since Mar. The table below shows 10 European banks with the largest increase in shorts between Mar. Meanwhile, France's BNP Paribas had attracted the largest short interest in dollar value among European banks, followed by Santander and ING. The below table lists the 10 European bank stocks with the largest short interest as of Apr.

☆ Morgan Stanley identifies 5 European stocks with downside risks ahead of earnings season
▼ + stars: | 2023-04-24 | by ( Ganesh Rao | ) www.cnbc.com time to read: +2 min

Morgan Stanley analysts have identified what they say are five highly-profitable stocks in Europe with downside risk to their share prices ahead of first-quarter earnings results. The "over-earning" refers to a situation in which companies or sectors have been generating higher-than-average profits compared to their historical performance. The below table lists the five stocks "that may be over-earning," according to Morgan Stanley: Morgan Stanley's research suggests that the sectors most at risk of over-earning include transport, semiconductors, construction materials, energy, and autos. The investment bank analyzed these sectors across various profitability metrics and compared them to their 10-year historical averages, highlighting the potential risk of mean reversion. Last week, the bank named the five stocks to buy where its analysts have a "high conviction" in the stock's performance ahead of earnings.

☆ This tech company is the 'best possible beneficiary' of A.I., says fund manager
▼ + stars: | 2023-04-24 | by ( Weizhen Tan | ) www.cnbc.com time to read: +1 min

But there's another tech giant that looks likely to be the "best possible beneficiary," according to Ben Rogoff, a portfolio manager at Polar Capital with 25 years of investing experience. That's Apple , Rogoff told CNBC Pro Talks last week. Rogoff noted that Apple is in both the devices market — with its Apple Watch, phones and tablets — and in content — via its app store. Besides Apple, Rogoff told CNBC Pro Talks that four other large-cap stocks are driving some of the biggest and most tangible advancements in artificial intelligence. "It's still very early, but ChatGPT described as the iPhone moment for the artificial intelligence technology industry feels about right to us."

☆ Want to invest in the A.I. boom? Veteran tech fund manager names 4 stocks to own
▼ + stars: | 2023-04-21 | by ( Ganesh Rao | ) www.cnbc.com time to read: +5 min

Artificial intelligence is no longer a futuristic fantasy but closer to a reality predicted to transform many industries. "It's still very early, but ChatGPT described as the iPhone moment for the artificial intelligence technology industry feels about right to us." The tech fund manager also told CNBC's Pro Talks that four large-cap stocks were driving some of the biggest and most tangible advancements in artificial intelligence. Microsoft Microsoft could be one of the top options for investors looking to invest in artificial intelligence, according to Rogoff, lead manager of Polar Capital Technology Trust plc. The tech fund manager pointed to the company's 90% market share in search, where it can deploy its own ChatGPT-like language model.

☆ UBS names the global stocks to buy amid sluggish growth and sky-high inflation
▼ + stars: | 2023-04-20 | by ( Ganesh Rao | ) www.cnbc.com time to read: +2 min

Investment bank UBS has identified global stocks to buy in what could be a year of "slowflation" — its term for the combination of sluggish growth and sky-high inflation. The Swiss bank's strategists said they expect global growth to be a weak 2.6% in 2023, below the 50-year average of 3.5%. UBS strategists referred to this state of slow economic growth coupled with moderately high inflation as "slowflation" in a note to clients on April 18. UBS strategists identified seven distinct periods of slowflation in the U.S. since 1970, lasting an average of 12 months each on average. UBS identified stocks likely to outperform under these conditions, taking into account historical lessons learned, current earnings momentum and valuations, and the views of their stock analysts.

☆ Morgan Stanley predicts solid first-quarter results for these 5 European stocks – but with a catch
▼ + stars: | 2023-04-19 | by ( Ganesh Rao | ) www.cnbc.com time to read: +3 min

Morgan Stanley predicted that European companies will beat market expectations for first-quarter earnings, citing the better-than-expected macro figures of the last few months. Strategists at the bank warned that these factors could lead to downgrades later in the year, alongside a 10% fall in full-year earnings per share. The table below shows five stocks highlighted by Morgan Stanley, where its analysts have a "high conviction" in results. The investment bank said Saint-Gobain isn't expected to beat market expectations when it reports first-quarter results on Apr. Morgan Stanley is also bullish toward London-listed Whitbread ahead of its full-year results on Apr.

☆ Citi says it's time to reconsider ESG, naming 3 stocks that could soar by 30%
▼ + stars: | 2023-04-18 | by ( Ganesh Rao | ) www.cnbc.com time to read: +3 min

ESG investing underperformed the broader market in 2022, but strategists at Citi think the segment could be about to rebound. Last year, the MSCI Europe Socially Responsible Investing index declined by 13.4% compared to the 8.9% fall in the broader MSCI Europe index. But Citi said ESG stocks — or those which take environmental, social, and governance factors into account — have historically shown resilience, with profit growth outpacing the broader market during earnings slowdowns. In line with this renewed focus, Citi has identified a number of stocks that it expects to rebound this year. To identify ESG stocks with "resilient" earnings per share, Citi screened the Stoxx Europe 600 index for large-cap stocks meeting several proprietary criteria, including ranking in the top 50 percentile of Truvalue Labs ESG index.

☆ Want to invest in gold? Skip mining stocks, strategist says, and trade this instead
▼ + stars: | 2023-04-17 | by ( Ganesh Rao | ) www.cnbc.com time to read: +3 min

Gold prices are up 12% this year and are now trading at $2049 per troy ounce on the New York spot price market. Gold prices typically surge if markets expect low interest rates in a high inflationary environment. The strategist expects gold prices to reach $2,200 per ounce over the next 12 months. How to trade gold Doyle's preferred method for gaining exposure to gold is through exchange-traded commodities (ETCs), which are backed by physical gold. A number of ETCs for gold exist, such as the iShares Physical Gold ETC , Invesco Physical Gold , WisdomTree Core Physical Gold , Xtrackers Physical Gold ETC , and Xetra-Gold .

☆ Bank of America expects this under-the-radar global EV charging stock to soar 118%
▼ + stars: | 2023-04-14 | by ( Ganesh Rao | ) www.cnbc.com time to read: +2 min

Shares of U.K.-listed electric charging infrastructure firm Pod Point are expected to surge by 118% over the next 12 months, according to Bank of America. The investment bank increased its price target and predicted shares of the company would rise to £1.74 in a note on April 11. Bank of America expects the recent rise in the number of EVs in the U.K. to bolster demand for charging infrastructure and benefit the London-listed stock's bottom line. Pod Point, with a market cap of £120 million ($150 million), manufactures its EV chargers and provides customers in the U.K. and Norway access to its electricity network. BofA also said the discounted valuation for Pod Point shares is "unjustified" given the company's growth.

☆ HDFC Bank vs. SBI? This strategist names his favorite stock pick among Indian banks
▼ + stars: | 2023-04-13 | by ( Ganesh Rao | ) www.cnbc.com time to read: +3 min

Despite the benefits of heavy deposit flows and strong deposit growth in a slow growth environment, State Bank of India (SBI) has seen its stock price fall year-to-date due to its controversial exposure to Adani. The consensus price target of all analysts compiled by FactSet also points toward 717 rupees a share, which represents a 36% upside. SBIN-IN HDFCBANK-IN 1Y line SBI shares are also traded over the counter in the U.S. and the London and Frankfurt stock exchanges. HDFC over SBI If taking a more constructive long-term view on Indian banks as a whole, Chadha prefers HDFC Bank over SBI because it is merging with HDFC — which he describes as having "huge implications" — creating an almost $300 billion financial behemoth. HDFC Bank shares are up 4% this year and analysts' price target points to a further 13% upside over the next 12 months.

☆ These 7 global stocks are bucking the bearish trend, with analysts hiking price targets
▼ + stars: | 2023-04-12 | by ( Ganesh Rao | ) www.cnbc.com time to read: +3 min

"I think the analysts are a bit too optimistic. Despite this gloomy outlook, there are a handful of stocks that appear to be bucking the bearish trend. For investors with an appetite for U.S. stocks , the following table shows stocks that meet the same criteria in the S & P 500 . Delta Air Lines , also included on this list, stood out for having a 50% upside potential from its current share price. The stock, up 3.38% so far this year, is rated as buy or overweight by all 21 analysts covering it.

☆ Sell these mining stocks and load up on 8 energy ones instead: UBS
▼ + stars: | 2023-04-10 | by ( Ganesh Rao | ) www.cnbc.com time to read: +2 min

Sell mining shares and invest in energy stocks instead — that's the message from the Swiss investment bank UBS. On the other hand, UBS expects energy stocks to continue delivering bumper cash flow this year, according to UBS. The following table shows eight buy-rated energy stocks with double-digit price targets. The table below shows six sell-rated mining stocks with significant downside to their price targets. UBS analysts have forecast that free cash flow from the mining sector will decline as bulk commodity prices retrace from their highs.

☆ Goldman Sachs just turned bearish on BMW and others — and Tesla could be to blame
▼ + stars: | 2023-04-07 | by ( Ganesh Rao | ) www.cnbc.com time to read: +2 min

Goldman Sachs has warned that European automakers are at risk of losing market share to Tesla and Chinese firms. The Wall Street investment bank said the transition toward battery electric vehicles in Europe could spark swings in some share prices. Europe's incumbent mass-market brands accounted for 72% of sales last year, Goldman Sachs analysts said. Chinese electric car maker Nio announced plans to open a manufacturing plant in Hungary last year. The change in regulation allowing for e-Fuel — a synthetic drop-in replacement for gasoline — also has the potential to de-risk companies and brands, according to Goldman Sachs.

☆ UBS names 6 global 'high-quality' dividend stocks with over 5% yield
▼ + stars: | 2023-04-06 | by ( Ganesh Rao | ) www.cnbc.com time to read: +2 min

In a report titled ''Global High-Quality Dividend Stock List," UBS highlighted that all sectors of U.S. stock markets also appear relatively safe in terms of dividend growth prospects. The table below shows 10 "high-quality dividend stocks" with the biggest dividend yield forecast. While the top five dividend payers are from Europe and Japan, UBS sees stocks there generally underperforming compared with the United States. Energy has been forecast to have the largest dividend growth globally, while communication services have seen no increase in their projected yield. Deutsche Bank was also among the stocks with a forecast yield of more than 5%.

☆ Instant View: Here’s what experts think of India's surprise rate decision
▼ + stars: | 2023-04-06 | by ( ) www.reuters.com time to read: +16 min

The monetary policy committee (MPC) retained the key lending rate or the repo rate (INREPO=ECI) at 6.50% in a unanimous decision. With the likely softening of CPI to the low- to mid-5% levels in the coming month, the current repo rate of 6.5% implies that India’s real policy rate will hover around 1% during 2023-24, while maintaining a policy rate differential of about 1.5% with the US. Room for additional rate hikes has been retained with MPC’s policy stance continuing to remain unchanged at ‘withdrawal of accommodation’. We believe the bar for future rate hikes has increased, especially since near-term prints of CPI will be sub 6%. Scope for further hikes is limited given our growth-inflation outlook and impact of the past rate hikes on the same.

☆ These low-risk funds offer more than 4% in returns — and are seeing massive inflows
▼ + stars: | 2023-04-05 | by ( Ganesh Rao | ) www.cnbc.com time to read: +3 min

A new report from Bank of America shows that $18 billion per day on average was moved into money market funds since Mar. Money market funds also park their government bonds with the respective central banks through a program called a "reverse repurchase agreement." The table below shows over 35 widely traded money market funds available as ETFs worldwide. Regulators in the United States also prevent money market funds from holding more than 5% of their assets in illiquid assets. Vanguard, another provider of money market funds, also says the funds are "not recommended for investors seeking an increase in the value of investments over the long-term."

☆ Bank of America just added this global stock with 60% upside to its top ideas list
▼ + stars: | 2023-04-04 | by ( Ganesh Rao | ) www.cnbc.com time to read: +2 min

Bank of America has added global aerospace giant Airbus to its "top 10 best ideas" list for the second quarter of 2023, describing it as a "structural winner." On that basis, BofA analysts expect shares of Airbus to rise by 60% to 200 euros per share ($217) over the next 12 months. Earlier this month, Guillaume Faury, Airbus' CEO, said that global supply chains had proved challenging in 2022 and held back the company's plans for growth. "The global supply chains are in a difficult place. The BofA analysts added that suppliers like Rolls-Royce and General Electric were also working to support Airbus's increased production rates.

☆ As Wall Street turns bearish on the U.S., here's where the pros say to invest
▼ + stars: | 2023-04-04 | by ( Zavier Ong | ) www.cnbc.com time to read: +6 min

Within Europe, Goldman prefers companies in value sectors that pay dividends , as well as select defensive and growth stocks in the market. Emerging markets Several Wall Street analysts are putting their money on emerging markets, with most bullish on China, the world's second-largest economy. While the bank expects just 1% earnings growth for emerging market stocks, it said the sector's valuation looks attractive at a 23% discount to global peers. Philip Blancato, CEO at Ladenburg Thalmann Asset Management, is also bullish on emerging markets. He added that the case for adding to emerging market allocations is growing, particularly given the "near guarantee" of a softer dollar in the short- to medium-term.

☆ Here's what history indicates is in store for U.S. and global stocks in April
▼ + stars: | 2023-04-03 | by ( Ganesh Rao | ) www.cnbc.com time to read: +2 min

According to CNBC Pro's analysis of S & P 500 index data on FactSet dating back to 1928, if there is a rebound in the first quarter following a down year for S & P 500, the index rises 78% of the time in April. Historically, when the S & P 500 does rise under these conditions, it delivers an average return rate of around 3%. Global stocks The MSCI World Index , which captures over 1,500 large and mid-cap stocks across 23 developed countries, tends to perform very similarly to its large U.S. benchmark peer in the month of April. However, the index offers lower volatility compared to the S & P 500. — MSCI derived data for the World index before 1986 by calculating how the index might have performed over that period had the index existed.

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