Morgan Stanley upgrades China equities – both mainland and Hong Kong
Morgan Stanley has upgraded both the MSCI China and Hang Seng indices to equal weight, pointing to what it sees as a structural regime shift...
Tag : equities
European equities off to a better start to the new week
Eurostoxx +0.8% Germany DAX +0.9% France CAC 40 +0.8% UK FTSE +0.5% Spain IBEX +0.9% Italy FTSE MIB +0.8% There was a bit of a...
US equities higher, AUD, EUR, GBP all higher also – why is the risk+ news being ignored?
The White House announced, just before Globex opened, that Trump’s April 2 tariffs would be narrowed down. Here’s the info that I posted on this,...
US equities give some back after Powell’s press conference ends
I’m having a hard time seeing any big changes from Powell’s press conference and the FOMC today. If anything, the big one is that officials...
Some odd duck equities to ride out a downturn
We’re adding three more stocks to our All-Weather Stock List . These three are odd companies that dominate niche industries, allowing their revenues to steadily...
US dollar firms with US equities set to open higher
High risk warning: Foreign exchange trading carries a high level of risk that may not be suitable for all investors. Leverage creates additional risk and...
HSBC on China policy signals that bolster the case for overweight in Chinese equities
High risk warning: Foreign exchange trading carries a high level of risk that may not be suitable for all investors. Leverage creates additional risk and...
Chinese equities look to wrap up the week on a high
As a reminder, we did have the National People’s Congress conclude this week. That’s the biggest annual legislative meeting in China and it would reflect...
Citi downgrades US equites and upgrades China equities
Citi has revised its stock ratings: downgrading U.S. equities from “overweight” to “neutral” (Citi had been o’weight since October 2023, a good call) upgrading Chinese...
HSBC upgrades Europe, sees better opportunities outside US equities
Equity market analysts at HSBC are losing faith in the value proposition in US stock markets after a chaotic start to Trump’s second term. “Prior...