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Shares of Chinese technology companies have been some of the market's worst performers over the past year. Investors dumped the country's tech mega-caps after Beijing began a broad regulatory...
China is the world’s most populous nation with a vastly expanding urban middle class. It is also the world’s second largest economy, after the US. Therefore, growth investors keep a close...
Markets US equities were stronger Wednesday, S&P up 2.2%, Europe’s Stoxx600 up 3.1%. The US curve flattened, US 10-yr yields up 3bps, 2yrs up 8bps as Fed dots lean hawkish. Oil was down 2.1%. So...
Markets Asia looked to open higher after US equities found some early footing on Tuesday, despite the widespread weakness overseas, which helped fuel a broad rebound ahead of Wednesday's FOMC...
Long-time readers know that Bespoke’s research is one of my top picks for “value-added” work, and this weekend’s Bespoke Report was no exception. From page 12 of this...
The year 2021 was a robust period for the broader indices as well as the 11 sectors of the S&P 500, which we recently reviewed. But we did see divergences in returns of many stocks, especially growth...
Investors were overall net purchasers of fund assets (including those of conventional funds and ETFs) for the second consecutive week, injecting a net $2.1 billion for Refinitiv Lipper’s fund-flows...
SummaryAlibaba stock, like many other Chinese technology platforms, is under growing regulatory oversight Short-term geopolitical headwinds are likely to keep BABA stock in a range between $185-$205...
Equities in China, the world's second-largest economy behind the US, have been making headlines. Regulators in the Asian nation have been targeting tech names that are, or plan to be, listed overseas....
The first half of the year has meant different fortunes for shares of companies across sectors. Today, we review ETFs that were clear winners or losers in the first two quarters of 2021. We provide...
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