DIRS.INFO The most relevant business & tech news

☆ Netflix and more: Jefferies names stocks set to benefit from a $60 billion anime boom
▼ + stars: | 2024-10-15 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +3 min

Given this potential, the investment bank identified three of its buy-rated global stocks that are "well-positioned in the anime market." Netflix has also invested in its own anime content and turned "classic" anime series into live action productions. "We expect Netflix's anime strategy of licensing top performing Japanese anime series, as well as funding its own animated and live action anime series to continue into the foreseeable future," the bank's analysts wrote. The entertainment giant already operates anime planning and production company Aniplex in its music segment, and anime streaming platform Crunchyroll in its picture segment. Looking ahead, it wants to provide even more support to the anime industry, Jefferies' analysts wrote.

Persons: Jefferies, Sanrio, Bandai Namco Jefferies, — CNBC's Michael Bloom Organizations: Grand View Research, Bandai Namco, Marvel, Netflix, Sony, Sony Group Locations: Japan —, U.S, Europe

☆ Goldman Sachs just refreshed its conviction lists of global stocks, giving 3 over 20% upside
▼ + stars: | 2024-10-14 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +4 min

Goldman Sachs has refreshed its lists of top global stock picks, adding some and removing others. There have also been plenty of additions to the Directors' Cut, including the following three stocks which Goldman also gives more than 20% upside potential over the next 12 months. Goldman has a 12-month target price of £52 ($68) on the stock, implying nearly 33% potential upside. The bank's analyst Andrew Baker likes that the company is "well positioned for central bank policy rate easing." Goldman has a target price of 7.80 Singapore dollars on the stock, implying 20.4% potential upside.

Persons: Goldman Sachs, Goldman, Experian, Suhasini, Assicurazioni Generali, Andrew Baker, Baker, Keppel, Xuan, Tan, — CNBC's Michael Bloom Organizations: Companies, Qantas Airways, Shell, London Stock Exchange, U.S, Milan Stock Exchange, Keppel, Singapore Exchange Locations: Asia, Europe, Danish, Suhasini Varanasi, Italy, Goldman's Asia, Singapore, U.S

☆ Is it time to invest in China? Two pros share their views
▼ + stars: | 2024-10-09 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +4 min

As investors consider whether — and how — to invest in China, two experts share their views on the market right now. "We believe the scale and focus of these measures, particularly the targeted liquidity injection, address the critical issue of insufficient domestic capital flows into China's stock market. 'China is no longer cheap' Lorraine Tan, director of Asia's equity research at Morningstar, is more cautious looking ahead. "At this point in time, China markets are no longer cheap. Stocks on her radar include "higher quality, moaty names," such as fast-food restaurant chain Yum China Holdings and property developer China Resources Land .

Persons: Jingwei Chen, —, Europe —, Chen, Lorraine Tan, Tan, Stocks, — CNBC's Lim Hui Jie Organizations: National, Reform Commission, CSI, Wall, Wrise Private Singapore, CNBC Pro, Companies, BYD, Tencent Holdings, Morningstar, China Holdings, China Resources Locations: China, Asia, East, Europe, Hong Kong

☆ 'Next dragon': Fund manager names an under-the-radar, 'very cheap' market to play right now
▼ + stars: | 2024-10-07 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +5 min

Emerging markets on the MSCI list include Brazil, China, Greece, India, Indonesia, South Korea, Malaysia, Mexico, the Philippines, Qatar and Thailand. One fund manager, however, is looking outside that list, at an "up and coming emerging market and the next dragon in Asia" — Vietnam. "It's in a sweet spot in terms of economic growth, urbanization, labor market participation and having the right government policy. In spite of its strong growth, Vietnam is still not part of the MSCI Emerging Markets Index. A 'big theme' Mafli is betting on "high growth sectors" and stocks "doing well in underperforming sectors."

Persons: Li Mafli, Eric Sturdza, Mafli —, Mafli Organizations: Eric Sturdza Investments, Vietnam Prosperity, CNBC Pro, General Statistics Office, International Monetary Fund, FTSE, Index, Mobile World Investment, Infrastructure Locations: Brazil, China, Greece, India, Indonesia, South Korea, Malaysia, Mexico, Philippines, Qatar, Thailand, Asia, Vietnam

☆ Beyond Novo: Fund manager likes this under-the-radar pharma stock with a weight loss drug in the works
▼ + stars: | 2024-10-04 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +3 min

"Maybe that weight loss product (by United Laboratories) works, maybe it doesn't. United Laboratories' price-to-earnings of 5.8 times is a fraction of the 34.3 times that Novo Nordisk is trading at, Peche added. [United Laboratories] is making smooth progress in R & D and targets to launch Liraglutide in 2024. Their comments follow United Laboratories' "faster than expected earnings" growth in the first half of the year. Analysts' average price target on United Laboratories is 12.95 Hong Kong dollars, giving it 28.2% potential upside.

Persons: Sean Peche, it's, Peche, there's, that's, Eli Lilly, Amgen, Carol Dou, Sunny Chen, UOB Kay Hian, bode Organizations: Novo Nordisk, Ranmore Fund Management, United Laboratories, Pfizer, AstraZeneca, Global Equity Fund, Hong, Hong Kong bourse, HK Locations: Hong Kong, Novo, Europe, U.S

☆ Looking to invest in the 'Magnificent Seven'? Dan Niles reveals the 2 he likes
▼ + stars: | 2024-10-04 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +4 min

Hedge fund manager Dan Niles is particularly bullish on one tech stock going in to 2025. That stock is Meta Platforms — the tech giant behind social media platforms Facebook and Instagram as well as instant messaging app WhatsApp. META YTD mountain Year-to-date shares in Meta Platforms Meta is among the so-called "Magnificent Seven" stocks that several investors have been looking at favorably this year. Meta's "really the one that's using AI the best internally," Niles noted. 'Premium name' In addition to Meta, Niles is also keeping a watch on chipmaker Nvidia .

Persons: Dan Niles, Niles, CNBC's, Jensen Huang Organizations: Facebook, Niles Investment Management, Meta, Apple, Microsoft, Nvidia, Tesla, U.S

☆ How to invest in the fourth quarter, according to the pros
▼ + stars: | 2024-10-01 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +6 min

As investors ponder how — and where — to invest in this uncertain climate, CNBC Pro asked market experts how they are positioning before the year-end. 'Capitalize on the shifting market dynamics' The fourth quarter is starting hot on the heels of central banks' rate easing cycle. "There is an interesting valuation point about U.K. equities, and given recent positive economic surprises that present potential upsides, we feel this is an attractive market." "International investors owning U.K. equities and not hedging the currency, either win on the currency strength gains or win on the equity market." Other markets Beyond the U.K., Hechler-Fayd'herbe sees potential in emerging markets such as Taiwan and South Korea.

Persons: Kevin Teng, Teng, —, Europe —, he's, Morgan Stanley, Lombard, Nannette Organizations: Equity, CSI, Treasury, Wrise Private Singapore, CNBC Pro, U.S . Federal Reserve, People's Bank of China, Nvidia, Nasdaq, EMEA, CNBC, Bank of England, International Locations: Asia, East, Europe, Hong Kong, China, U.S, Swiss, Taiwan, South Korea

☆ Morningstar strategist turns bearish on Big Tech — but reveals a few stocks he still likes
▼ + stars: | 2024-09-30 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +4 min

Investors have been watching tech stocks keenly in the past year, amid a significant bout of volatility in the sector. Morningstar's top strategist, however, has an underweight on the sector and is staying clear of several Big Tech names. On Oracle, Sekera believes the market is "overestimating the long-term growth for their cloud business." Morningstar has a one star rating on the the stock. 'Hitting on all cylinders' There is one Big Tech stock that Sekera still likes: Microsoft .

Persons: David Sekera, CNBC's, Morningstar, Sekera, — CNBC's Jordan Novet Organizations: Big Tech, U.S . Markets, Tech, Apple, Oracle, IBM, Morningstar, Microsoft, Baidu, Yum Locations: U.S, China, Yum China

☆ Forget Nvidia: Here's how one CIO is positioning after the rate cut
▼ + stars: | 2024-09-30 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +3 min

The U.S. Federal Reserve's bumper 50-basis-point interest rate cut has been the talk of the market as investors evaluate sectors and stocks. Kingsley Jones, a chief investment officer at the Sydney-headquartered Jevons Global, says the rate cut has "supported the market." Avoid semiconductor equipment Jones is avoiding sectors like semiconductor equipment that companies have been spending more on, following interest in building AI infrastructure and chip factories. He warned of the impact that U.S. sanctions might have on semiconductor equipment plays. "So, I'd avoid the semi equipment sector trade out of that," he added.

Persons: Kingsley Jones, Jevons, Jones, it's, wasn't Organizations: U.S, Sydney, Tech, Big Tech, Nvidia, AbbVie Inc, Costco, Oracle Locations: Federal, United States, China

☆ Veteran investor Dietze names the sectors — and stocks — he likes right now
▼ + stars: | 2024-09-26 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +3 min

Favorable valuations Small-cap stocks are one area Dietze is watching closely, given that they are trading at a "discount." Interest in small-cap stocks picked up in July and while the outlook has been mixed, he likes that "valuations are favorable" right now. Emerging markets Another popular segment Dietze is focusing on is emerging markets, thanks to the potential from their rapidly growing population numbers. Countries classified as emerging markets include China, India, South Korea, Taiwan and Brazil. Year-to-date, the MSCI Emerging Markets Index is up 0.56%.

Persons: Dow Jones, David Dietze, CNBC's, Dietze's, Russell, Jerome, Dietze, Hershey, —, Jesse Pound Organizations: U.S, U.S . Federal, mull, Dow, Nasdaq, Federal, CNBC, Myers Squibb, BHP Group Locations: U.S ., U.S, China, India, South Korea, Taiwan, Brazil, Bristol

☆ Goldman names its top global battery stocks — giving 2 over 50% upside
▼ + stars: | 2024-09-25 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +2 min

CATL Goldman is buy-rated on Chinese battery maker Contemporary Amperex Technology Co, or CATL. The company — which has a global market share of 40% — "is the largest and most innovative battery maker globally," the bank's analysts wrote. Goldman has a price target of 307 Chinese yuan ($43.65) on the stock, giving it potential upside of around 55%. Gotion Another Shenzhen-listed Chinese stock Goldman likes is Gotion High Tech . Goldman has a buy rating on Gotion at a price target of 31.40 Chinese yuan, giving it potential upside of around 66.4%.

Persons: Goldman Sachs, — CATL, CATL Goldman, CATL, Goldman, — CNBC's Michael Bloom Organizations: LG Energy, Panasonic, Samsung SDI, Amperex Technology Co, Shenzhen Stock Exchange, Battery Technology, China Clean Technology, High Tech Locations: China, Gotion, Shenzhen

☆ Here are 3 stocks to buy after the Fed's 'crisis level cut,' according to one strategist
▼ + stars: | 2024-09-23 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +4 min

The move they made is a big cut," SlateStone Wealth's Kenny Polcari told CNBC's " Street Signs Asia " on Sept. 19. Calling it a "crisis level cut," he added that "people [are] scratching their heads, going, what's it really mean?" Federal Reserve Chair Jerome Powell stressed that the big rate cut does not signal that the risk of a recession is elevated. According to FactSet data, of the 20 analysts covering the stock, 18 give it a buy or overweight rating, while two have a hold rating. Biotech play Another stock Polcari is bullish on is biopharmaceutical player Amgen , given its pipeline of new products .

Persons: Kenny Polcari, CNBC's, Jerome Powell, Polcari, Amgen, — CNBC's Sean Conlon Organizations: U.S, Biotech, U.S . Food, Drug Administration, Euronext, Nasdaq, Nvidia Locations: Federal, U.S, Amgen, Euronext Amsterdam, Dutch, ASML

☆ CNBC's Inside India newsletter: Will India's lofty manufacturing ambitions bear fruit?
▼ + stars: | 2024-09-19 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +8 min

This report is from this week's CNBC's "Inside India" newsletter which brings you timely, insightful news and market commentary on the emerging powerhouse and the big businesses behind its meteoric rise. Its intent was clear: to develop India's manufacturing capabilities in sectors like automotives, electronics, pharmaceuticals and aerospace while creating opportunities for locals. India's manufacturing sector has seen "remarkable" growth says, Samir Kapadia, founder and CEO of B2B marketplace India Index. "These infrastructural shifts in India have improved connectivity within and outside the country putting India at a very different playing field than it was 10 years ago when 'Make in India' started," Kapadia told CNBC's Inside India. India vs. other emerging marketsWhile India looks to poach China's manufacturing share, other countries like Indonesia, Vietnam, Bangladesh and Mexico are also stiff competitors.

Persons: Wistron, Narendra Modi, Foxconn, Samir Kapadia, Kapadia, CNBC's, U.S . Franklin Templeton's Yi Ping Liao, Liao, Deveshwar Organizations: Tata Group, Indian, Apple, Dixon Technologies, Kia, Divi's, Novartis, GSK, Merck, China, U.S ., TS Lombard, Inside, Mutual Fund Locations: India, China, Silicon Valley, Bengaluru, Kolar, Doddaballapura, Foxconn, Kia India, Anantapur —, Indonesia, Vietnam, Bangladesh, Mexico, Asia, Inside India, Brazil

☆ 'Fertile hunting ground': Portfolio manager names 9 stocks to cash in on India's growth
▼ + stars: | 2024-09-19 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +5 min

Franklin Templeton's Yi Ping Liao describes the South Asian country as "a fertile hunting ground to identify stocks." And if this continues, you can potentially see lower equity risk premiums for the market," the assistant portfolio manager told CNBC Pro on Sept. 12. She likes that the Indian market offers the "opportunity to identify good stocks," following an improvement in its breadth. Among the names Liao is betting on is automaker Tata Motors . Elsewhere, in the tourism and hospitality industry, the portfolio manager likes hotel chain Indian Hotels — the company behind premium brands like Taj, Vivanta and Ginger.

Persons: Franklin Templeton's Yi Ping Liao, Liao, Franklin, Morgan Stanley, China's, Vivanta, Ginger, India's financialization Organizations: CNBC Pro, Templeton, Growth, IMI, Bombay Stock Exchange, World Economic, Bain & Company, Tata Motors, Tata, Apollo, Max Healthcare Institute, Insurance, Taj, HDFC Bank, ICICI Bank, Kotak Mahindra Bank Locations: India, Asia, China, U.S

☆ Nvidia vs. Alphabet: Fund manager reveals which to hold, and which to sell
▼ + stars: | 2024-09-18 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +4 min

Google-parent Alphabet has long been an investor favorite among tech stocks, but one portfolio manager says he's now steering clear. Shares in Alphabet are up around 13% year-to-date and trade around 20.6 times forward earnings, according to FactSet data. 'Core investments' Beyond Alphabet, Cvetanovski remains bullish on other tech stocks, naming Nvidia , Vertiv , ASML , Taiwan Semiconductor Manufacturing Co and Schneider Electric as his "core investments." Nvidia is trading at over 41 times forward earnings, according to FactSet data. Analysts' average price target is $149.49, giving it 28% potential upside, FactSet data shows.

Persons: he's, We've, SearchGPT, Jordan, OpenAI, Cvetanovski, we've, — CNBC's Jennifer Elias Organizations: Google, Microsoft, Pella Funds, Apple, Nvidia, Taiwan Semiconductor Manufacturing Co, Schneider Electric Locations: Sydney, Pella, Cvetanovski, ASML

☆ Looking for tech stocks? CIO names 3 to buy — and says Nvidia is still 'reasonably valued'
▼ + stars: | 2024-09-17 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +5 min

Tech stocks may have had a volatile past few weeks , but one chief investment officer is still bullish. The chief investment officer believes Nvidia's stock is "reasonably valued," based on its two to three-year outlook. "We've been doing that, and we've been pretty happy with the price we've been getting," he added. Broadcom shares fell 7% in extended trading following its results announcement, but remain up close to 47.5% year-to-date. Nineteen of 33 analysts covering the stock give it a buy or overweight rating, according to FactSet data.

Persons: Jason Ware, Jensen Huang's, Ware, CNBC's, We've, we've, Oracle Corporation Ware, it's, Leswing, Jordan Novet Organizations: Microsoft, Nvidia, Oracle, Broadcom, Oracle Corporation, Apple, Tesla Locations: Albion

☆ Nvidia and more: Veteran tech investor reveals 4 stocks he backs with a 'high degree of conviction'
▼ + stars: | 2024-09-16 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +5 min

While that may give some investors pause, veteran tech investor Trent Masters continues to see promise, revealing four stocks he has a "high degree of conviction" in. They are: Nvidia , Motorola Solutions , Trane Technologies and Sherwin-Williams . Trane Technologies Beyond the traditional tech plays, Masters is betting on Trane Technologies, a company specializing in heating, ventilation, air-conditioning and refrigeration systems. The average price target for Trane Technologies is $361.46, according to FactSet data, giving it a 0.8% discount. Sherwin-Williams Outside tech, Masters likes paint manufacturer Sherwin-Williams thanks to its "very strong ... business (with a) good returns profile."

Persons: Trent Masters, Sherwin, Williams, CNBC's, Jensen Huang's, Masters, — CNBC's Jim Cramer Organizations: Nvidia, Motorola Solutions, Trane Technologies, Sydney, Alphinity Investment Management, Motorola, Land Mobile

☆ The current market is 'directionless,' one CIO says, naming 6 stocks he likes right now
▼ + stars: | 2024-09-12 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +4 min

Defensive and dividend plays Alexander's strategy in playing the market right now is through defensive sectors and dividend players. As for dividend plays, Alexander is bullish on the utilities and telco sectors amid falling Treasury yields . Big pharma plays Alexander is also likes health-care and biotech players, especially big pharmaceutical companies producing products serving medical needs. Names he likes include AbbVie , AstraZeneca , Novartis and Johnson & Johnson . Johnson & Johnson, meanwhile, has been building out a "pipeline of drugs," Alexander added.

Persons: Ted Alexander, we've, we're, Alexander, it's, bullish, Durex, They've, Mead Johnson, Johnson Organizations: U.S, U.S . Federal, Sydney, Telecommunications, AT, Verizon, Frontier Communications, London Stock Exchange, Big pharma, AstraZeneca, Novartis, Johnson Locations: U.S ., South Dallas, U.S

☆ Nvidia may be the AI darling, but it's time to start looking at this chip stock, one CIO says
▼ + stars: | 2024-09-10 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +2 min

Tema ETFs' Yuri Khodjamirian is keeping a close watch on chip designer Qualcomm Inc . As AI shifts from data centers — an Nvidia "stronghold" — to the " edge ," investors should "start looking at companies like Qualcomm," Khodjamirian said. And "edge AI" is more than about chips — "it's really everything, the silicon content of our mobile phones and PCs, has to go up, because you need better memory; you need better connectivity between the different semiconductors. Qualcomm's shares are currently trading at around 15.3 times forward earnings, while Nvidia has a multiple of around 38, according to FactSet data. 'Emerging Edge AI play' Analysts at KeyBanc Capital Markets are bullish on Qualcomm and have a target price of $225 on the stock, or 55.8% upside.

Persons: Yuri Khodjamirian, CNBC's, It's, Khodjamirian, Cristiano Amon, Leswing, Arjun Kharpal, Michael Bloom Organizations: Nvidia, Qualcomm Inc, Qualcomm, Samsung, Nasdaq, CNBC, Google, KeyBanc Locations: Tema

☆ Want to cash in on India's growth? Veteran investor names 5 'well-run' companies to buy right now
▼ + stars: | 2024-09-10 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +3 min

Interest in India has been rising steadily among investors, thanks to its growing economy , strong stock market performance and burgeoning population . Amid some talk of an Indian stock market bubble , however, Pramod Gubbi, co-founder of Marcellus Investment Managers, revealed how he is playing the market. So, our job is to evaluate whether the management teams are hungry enough to identify changes that are happening and adapt to them," he told CNBC Pro last week. Women-led themes One theme that Gubbi is interested in is how India's growing numbers of working women are spending their money. Other stocks Other Indian companies Gubbi likes include Divi's Laboratories and HDFC Bank .

Persons: Pramod Gubbi, Marcellus, Gubbi, Maggi, Nescafe Organizations: Marcellus Investment, Management, CNBC Pro, Bombay Stock Exchange, Tata Group, Brands, Nestle, —, Paints, Divi's Laboratories, HDFC Bank, Novartis, GSK, Merck Locations: India, U.S, China

☆ These 4 Japanese stocks are trading at a 'deep discount': Bernstein
▼ + stars: | 2024-08-14 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +2 min

Japan's stock market has rebounded from last week's sell-off and investment firm Bernstein sees promise looking ahead, recommending a specific trading strategy and naming overweight-rated stocks. Both indexes have since recouped some losses, with the Topix and Nikkei ending 2.83% and 3.45% higher respectively on Tuesday. Below are four stocks from the investment bank's defensive screen, listed on the Tokyo Stock Exchange. Stocks trading at a 'deep discount' Among the names on the bank's screen is video games company Nintendo . According to FactSet, analysts on average give Capcom over 19% upside, Keyence almost 24% upside and Bandai Namco 22.5% upside potential.

Persons: Bernstein, Rupal Agarwal, — CNBC's Michael Bloom, Charmaine Jacob, Arjun Kharpal Organizations: Nikkei, BOJ, Bank of, Tokyo Stock Exchange, U.S, Stocks, Nintendo, Capcom, Keyence Corp, Bandai Namco Holdings, Bandai Namco Locations: Bank of Japan, Japan

☆ 'AI shopping list': Morgan Stanley names its top global picks to play the AI theme
▼ + stars: | 2024-08-13 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +4 min

The buzz around artificial intelligence may have quietened after a volatile week for some of the sector's biggest names, but Morgan Stanley continues to see promise in a raft of European stocks. Morgan Stanley's "European AI shopping list" includes names ranging from semiconductor equipment and data center plays to software and healthcare companies. Morgan Stanley has a target price of 1,000 euros ($1,092) on the stock, giving it over 27.5% potential upside. Segro Morgan Stanley describes British REIT Segro as the "landlord of Europe's largest cluster of data centers." Morgan Stanley has a target price of 224 euros on the stock, giving it around 18.3% upside potential.

Persons: Morgan Stanley, Morgan Stanley's, ASML Morgan Stanley, Lee Simpson, ASML's, Simpson, Segro Morgan Stanley, Segro, Bart Gysens, SAP Morgan Stanley, Adam Wood, Merck KGaA, Morgan, Thibault Boutherin, Boutherin, — CNBC's Michael Bloom Organizations: Apple, Euronext, Nasdaq, London Stock Exchange, Euronext Paris, American Depository, SAP, Frankfurt Stock Exchange, New York Stock Exchange, Merck, EMD Group, Canada, Merck KGaA's Electronics Locations: Europe, TSMC, Euronext Amsterdam, U.S, United States, Frankfurt

☆ Goldman Sachs names the Japanese stocks to buy right now — and gives 2 over 50% upside
▼ + stars: | 2024-08-12 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +3 min

In a note on Aug. 7, Goldman's analysts revealed a number of top picks, including three buy-rated Japanese stocks with over 40% upside potential over the next 12 months. Year-to-date, Asics shares are up 99.5%. Goldman has a target price of 3,100 Japanese Yen ($21.07) on the stock, giving it around 50% upside potential at the time of the note. Goldman has a target price of 6,900 Japanese Yen on the stock, or 37% potential upside. Goldman has a target price of 4,850 Japanese Yen on the stock, giving it around 54% upside potential at the time of the bank's note.

Persons: Goldman Sachs, U.S . Asics Corporation Goldman, Sho Kawano, Asics, Goldman, Suntory Beverage & Food Goldman, Takashi Miyazaki, Miyazaki, Ryo Harada, — CNBC's Michael Bloom Organizations: Nikkei, Tokyo Stock Exchange, U.S . Asics Corporation, Asics Corp, Suntory Beverage & Food, Asia Pacific, Suntory, Yen, Hitachi Locations: U.S, Japan, Europe, Asia

☆ Want to invest $50,000? Here are 5 ETFs to buy and hold, according to a wealth manager
▼ + stars: | 2024-08-05 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +4 min

ETFs hold a collection of securities , like stocks or bonds, and so offer more diversification than a single asset. CNBC Pro asked Dennison for his top ETF picks that someone looking to invest $50,000 can buy and hold long-term. Avantis International Small Cap Value ETF Dennison says he's "very happy" with the Avantis International Small Cap Value ETF (AVDV-US). DFA Dimensional U.S. Small Cap Value ETF Another small-cap-focused ETF on Dennison's radar is the Dimensional US Small Cap Value ETF (DFSV-US), which owns companies that are "in corners of the market that are harder to reach." The Dimensional US Small Cap Value ETF is currently around 6% higher over the year to date.

Persons: Tariq Dennison, Dennison, he's, Spencer, Weizhen Tan, Ganesh Rao Organizations: Fidelity, GFM Asset Management, CNBC Pro, Value, U.S, Abercrombie, Fitch, Cadence Bank, Commercial Metals, JPM Global Equity, Global Equity, Arista Networks, Walmart, Deutsche Telekom, ASM International, Novo Nordisk, Vanguard Locations: U.S, Swiss, Dennison

☆ Want to cash in on emerging markets? Buy these ETFs, portfolio manager says
▼ + stars: | 2024-07-25 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +4 min

Interest in emerging markets has been growing and investors are now looking out for sectors and stocks best placed to benefit. "Emerging markets are too important to ignore," says Malcolm Dorson, a senior portfolio manager at the U.S.-headquartered Mirae Asset, which has around $600 billion in assets under management. "Emerging markets have a multi-decade story with significant opportunities. More than 4 billion people live across emerging markets, Dorson noted, adding that each country will have "significant domestic consumption stories [and] long-term opportunities." One of the simplest routes to investing in emerging markets is through exchange-traded funds.

Persons: Malcolm Dorson, Dorson, Javier, Milei Organizations: CNBC Pro, India Active, Global, India, Companies, Infosys, Reliance Industries, Tata Consultancy, U.S . Federal, Brazil Active, Brazil IMI, Argentina IMI, Fitch, IMI Locations: U.S, India, Brazil, Brazilian, FactSet, Argentina, American, Greece, Europe

Search resuls for: "Balakrishner"

25 mentions found