Top related persons:
Top related locs:
Top related orgs:

Search resuls for: "com ."


25 mentions found


ETF trends reflect a wild first quarter for the stock market
  + stars: | 2023-03-27 | by ( Bob Pisani | ) www.cnbc.com   time to read: +4 min
It's the end of a wild first quarter for stock and bond investors, and ETF flows are reflecting that turmoil. The good news: Despite big market swings , equity and bond ETFs still saw overall inflows in the first quarter. ETF flows year to date: $70 billion inflows Consisting of: Equity: $24 billion inflows Fixed Income: $43 billion inflows Other (currency, etc. ): $3 billion inflows Source: ETF Store While that is still inflow, it is far less than has been typical in recent years. Much of that uncertainty can be seen in a notable pickup in money going into money market funds, traditionally a safe haven asset.
China's reopening is seen as a major tailwind for stock markets this year, and Bernstein has shared a list of stock picks to cash in — which it says also provide downside protection. The bank said it favors "laggards" — beaten down stocks of last year — as providing the "best exposure" this quarter in Asia. Add tech stocks One sector that Bernstein likes is tech. Bernstein also likes Tencent , with the bank expecting Tencent to be a "share winner" in advertising in the "next few years." Alibaba should benefit from reopening, but Pinduoduo and JD market share trends should look stronger in the medium term," the bank said.
The most crowded trade on Wall Street is "long China equities," according to the latest Bank of America Fund manager survey. Twenty-one percent of respondents to the February survey said that was the investment with the most enthusiasm... perhaps too much. Still, the "most crowded" trades in the survey, which is among the most followed on Wall Street, can stay that way for long stretches. Long China displaces "long U.S. dollar," which was the most crowded trade for the prior seven months in the survey. China equities traded in the U.S. were under pressure for a number of reasons, including the country's Covid lockdowns, as well as tighter scrutiny of its homegrown internet businesses.
Temu, the U.S. shopping app owned by Chinese e-commerce giant Pinduoduo , aired a commercial during the Super Bowl. But Temu's effort highlights its ambition to crack the U.S. e-commerce market, following in the footsteps of another Chinese online shopping company Shein. Chinese e-commerce companies from Alibaba to JD.com and now Pinduoduo have looked to expand overseas in the past few years. PDD Holdings said on Monday that it would begin shipping to Canada this month. Correction: This article has been updated to reflect when PDD Holdings Inc. officially changed its name
A growing number of positive analyst calls has reinforced optimism in the sector, with recent share price gains reflecting renewed interest. How is Wall Street playing the resurgence in Chinese tech? Morgan Stanley too, has named Alibaba its "top pick" in the Chinese tech sector — for the first time in three years. Cohen is reported to have told Alibaba executives that he thought the company could reach double-digit sales growth and nearly 20% free cashflow growth over the coming five years. He said he would "not be surprised" to see Alibaba's share price rise to $140 to $150 — a "significant amount of upside" from current levels.
Brian Sodre is helping Fort Myers, Florida, rebuild with prefabricated tiny homes. prefabricated tiny homes. Sodre says prefab tiny homes can ease the housing-affordability crisis in Fort Myers and beyond. Courtesy of Brian SodreMiniopolis is already set to build eight different made-to-order homes in the Fort Myers area. The typical home in Fort Myers goes for nearly $397,000, up 16.7% from the same time last year, according to Realtor.com .
Over the past week, a host of Wall Street banks have turned increasingly bullish on the world's second-largest economy and have upgraded their outlook on Chinese stocks. Morgan Stanley expects China's GDP to grow by an "above-consensus" 5.4% in 2023, on the back of a "fast-tracked" reopening and more proactive policy easing. Meanwhile, UBS says Chinese stocks look increasingly attractive. How to play the reopening Against this backdrop, analysts have named a slew of both Chinese and global stocks they think will benefit most from China's reopening. Bank of America's domestic reopening beneficiaries include consumer stocks such as alcoholic beverage makers Kweichow Moutai and Tsingtao Brew , airline stocks including China Southern Airlines , as well as online travel platform Trip.com .
Alibaba has faced growth challenges amid regulatory tightening on China's domestic technology sector and a slowdown in the world's second-largest economy. Chinese tech stocks that trade in the U.S. jumped Wednesday morning after Chinese officials approved an expanded capital plan from Ant Group. U.S.-listed shares of Alibaba jumped more than 6% in premarket trading after the news, as did stock of JD.com . The moves come as investors are seeing signs of a more relaxed Chinese regulatory environment. Correction: Chinese tech stocks that trade in the U.S. jumped Wednesday morning.
Reuters Graphics3/ RE-EMERGING MARKETSWhisper it, but the emerging markets (EM) bulls are back after 2022 delivered some of the biggest losses on record. Credit Suisse particularly likes hard currency debt and DoubleLine's Jeffrey Gundlach, AKA the "bond king", has EM stocks as his top pick. Economists polled by Reuters expect headline U.S. inflation to decelerate to 3.1% by the end of 2023. Valentine Ainouz, fixed income strategist at the Amundi Institute, predicts the 10-year U.S. Treasury yield will end 2023 at 3.5% from around 3.88% currently. Reuters Graphics5/ EQUITIES: SELL NOW, BUY LATEREquity investors hope a V-shaped year for the global economy will see stocks end it comfortably higher.
"We're going to have a spending boom in China, at least in the first half of the year," said Mehran Nakhjavani, emerging market strategist at MRB Partners. How to play emerging markets in 2023 Regardless, there are several ways for investors to get exposure to emerging markets. Perhaps the easiest way is by investing in the iShares MSCI Emerging Markets ETF (EEM). Another vehicle through which to play emerging markets is the First Trust Emerging Markets Small Cap AlphaDex ETF (FEMS) . The fund is the best-performing emerging markets ETF this year, according to Morningstar, with a year-to-date return of just over 1%.
But investors are starting to feel slightly more optimistic toward Chinese tech giants in 2023. Jakub Porzycki | Nurphoto | Getty ImagesIt's been another rough year for China's tech stocks. Xin Sun King's College LondonHow the exit from zero-Covid is handled could ultimately determine the extent of the rebound for China tech. Since the start of 2021, the Hang Seng tech index in Hong Kong, which includes most of China's tech giants, has fallen more than 50%. Firstly, Chinese tech firms have been cutting costs and exiting non-core businesses in order to boost profitability.
Wall Street is warning of a stormy start to 2023 , but investors should prepare to find pockets of opportunity and ensure their portfolio is running efficiently. Bond prices have tumbled alongside stocks, such that even the iShares Core Growth Allocation ETF – which is based on a 60/40 split between equities and fixed income – has dropped nearly 15%. Higher yields on fixed income The silver lining of the Federal Reserve's interest rate hiking campaign is the rising yield investors can find on even the most boring fixed income offerings. Meanwhile, Series I savings bonds that are issued from Nov. 1 to April 30, 2023 have a current interest rate of 6.89%. Short-term Treasurys are another attractive option for your fixed income sleeve.
It added that the uncertain economic outlook hasn't yet eaten into leisure travel spending — with the International Air Transport Association continuing to see strong forward international air travel bookings. The bank's key picks to play the sector are Beijing Capital International Airport and Shanghai Airport. Other airline stocks that are among JPMorgan's picks include Air China and Qantas Airways . Other stocks that could take flight Apart from airport and airline stocks, China's reopening would also benefit hotels, restaurants and leisure sectors , according to a Goldman Sachs note from Nov. 6. These stocks include casino operators Galaxy Entertainment and Sands China , food chain Yum China , as well as Trip.com .
China announced a shortening of its quarantine requirements last week, while simplifying travel rules and adjusting its monitoring regime. China has stood firm on its zero-Covid policy even as countries around the world adopt a "live with the virus" approach. Fund manager Brian Arcese believes the market reaction reflects the "underlying fundamentals that earnings will really start to improve." Meanwhile, Arcese, who is a portfolio manager at Foord Asset Management, said the firm has a China exposure of about 20%. It should benefit from the re-opening of China as tourism gradually recovers to pre-Covid levels," he added.
This would be a boon for the stock market, according to Lau, who estimates that a full reopening could drive 20% upside for Chinese stocks. "While the reopening roadmap is still unclear, our reopening beneficiaries have outperformed the [MSCI China Index] by 20% since July," he said. Reopening beneficiaries The bank's list of reopening beneficiaries comprises 30 names it says are "well placed" to gain from the easing of social distancing and travel curbs. Here's what it found A third of the bank's list of reopening beneficiaries is made up of companies in the hotels, restaurants and leisure sectors. The stocks include casino operators Galaxy Entertainment and Sands China , food chain Yum China , as well as Trip.com .
But the data also showed average hourly earnings rose slightly more than expected, as did job growth, pointing to a labor market that largely remains on firm footing. Nonfarm payrollsLabor market data has been a primary focus for markets as the Fed has repeatedly stated it is looking for some cooling before considering a pause in hikes. "This was not a report that shows the rate hikes are starting to take hold," said Shawn Cruz, head trading strategist at TD Ameritrade in Chicago. The Dow Jones Industrial Average (.DJI) rose 410.27 points, or 1.28%, to 32,411.52. Starbucks Corp jumped after it topped Wall Street estimates for quarterly comparable sales and profit, while DoorDash Inc's (DASH.N) revenue beat boosted the food delivery firm's shares.
Here's how financial and etiquette experts say you can lend money without damaging your finances — or your friendships. Still, you may be tempted to help out someone in financial need — especially in today's difficult economy. "In general, my feeling is that it's not a good idea to lend to family and friends," says Ted Rossman, a senior industry analyst at CreditCards.com. If you've ever watched an episode of "Judge Judy," you know that lending money to a friend or loved one can come with disastrous results. And even if you don't urgently need the money, a failure to repay could lead to hurt feelings or awkward tension on both sides.
"China, in particular, is an attractive market [when stocks are] under 10 times earnings," Arcese said when speaking to CNBC "Pro Talks." The average price target of 291 Hong Kong dollars ($37.1) means analysts expect the stock to rise by 105% over the next 12 months. Alibaba, JD's competitor and one of the largest companies in China, is buy-rated by 45 out of 47 analysts surveyed by FactSet. The median price target at 135 HKD signifies a 119% upside potential. On average, analysts have a 397 HKD price target on the stock equating to a 92% upside.
Analysts say there are a handful of buying opportunities as earnings season continues, including a slew of big names. CNBC Pro combed through the top Wall Street research to find stocks to buy ahead of earnings. In fact, Keane said the company's upside potential is so large, it hasn't even begun to scratch the surface. In fact, the firm said it sees "potential upside" due to iPhone "share gains in China and the enterprise market." "We believe CMG represents a rarity as we hunt through our coverage for earnings upside," Bittner said.
Amazon to Use Airbus Cargo Planes for First Time
  + stars: | 2022-10-21 | by ( Doug Cameron | ) www.wsj.com   time to read: 1 min
Amazon.com . Inc. said it is hiring Hawaiian Air lines to fly its packages on 10 rented Airbus SE jets around the U.S., reducing its reliance on Boeing planes. The e-commerce giant has a fleet of more than 110 aircraft, mainly Boeing 767s that used to carry passengers but now move goods, and outsources the flying to other airlines.
Central banks are relentlessly hiking interest rates to rein in inflation — even at the expense of economic growth — prompting fears of a recession. "Concerns on sticky inflation and a tight labor market have focused investor attention on implications for rising rates and recession risk. Those stocks have high and expanding cash return on capital invested and return on equity, according to the bank. BlackRock says that's now an 'obsolete' strategy Investors keen to add growth names to their portfolio could also look to Goldman's list of high growth stocks. The bank also identified high growth names that are trading at an attractive valuation, including Watches of Switzerland and Standard Chartered .
Apple got a rare downgrade Thursday, with Bank of America lowering its rating on the tech giant to neutral from buy, citing incremental risks to the company's earnings going forward. The bank also slashed its price target on the stock to $160 per share, implying upside of about 7%. Bank of America's old target of $185 pointed to a more than 23% gain. Apple is down 15.6% year to date, outperforming the S & P 500 in that time, which has fallen nearly 22%. Bank of America sees many short-term risks to Apple given a weaker macroeconomic outlook.
Compare the Sapphire Preferred and Venture Rewards Chase Sapphire Preferred® CardCapital One Venture Rewards Credit Card Chevron icon It indicates an expandable section or menu, or sometimes previous / next navigation options. The Capital One Venture Rewards Credit Card is better for those looking for really easy and flexible redemptions. Note that credit card lenders may use many different variations of credit score models when considering your application. Chase Sapphire Preferred and Capital One Venture benefits comparisonBoth the Chase Sapphire Preferred and Capital One Venture Rewards Credit Card come with no foreign transaction fees and a wide range of travel and purchase coverage. The Capital One Venture Rewards Credit Card comes with travel accident insurance, secondary car rental insurance, travel emergency assistance, and extended warranty on eligible purchases.
Despre Proiect :Proiectul ,,Spre o gestiune intercomunală, eficace și durabilă a deșeurilor în zona central-estică a Republicii Moldova” este posibil datorită finanțării structurii de cooperare intermunicipală ,,Savoie Déchets", Franța și grantului Ministerului Europei și Afacerilor Externe din Franța. Realizarea a 8 ateliere de informare şi descriere a elementelor sistemului integrat de gestionare a deşeurilor solide pentru aleși locali. Asistență tehnică pe subiectul analizei locațiilor stațiilor de transfer și a depozitului regional. Oferta tehnică trebuie să conțină: Proiectele structurii și de agendă a celor 3 activități, cu descrierea sumară a subiectelor incluse. Odată agreată colaborarea, consultantul va propune spre coordonareasistentului tehnic, variantă finală a structurii și a materialelor sesiunilor.
Persons: consultantul Organizations: Externe, Microsoft Locations: Republica Moldova, Orhei, Rezina, Republicii Moldova, Savoie, Franța, Telenești, Verejeni, BEI,
Japonia propune săptămâna de lucru de patru zile. Propunere urmărește îmbunătățirea echilibrul dintre viața profesională și cea privată, scrie dw.com . Guvernul vrea să se asigure că angajații nu vor renunța la joburi și vor avea timp să facă mai multe studii, potrivit alephnews.ro. Planul e și că, având mai mult timp liber, japonezii vor contribui la creșterea economică, pentru că vor cheltui mai mult și vor avea și timp să își facă familii și să aibă copii. Salariații din Japonia trebuie încurajați să reducă timpul petrecut la birou, consideră guvernul, care vrea să îmbunătățească echilibrul dintre job și viața privată.
Locations: Japonia
Total: 25