In 2020 US stocks won’t be a good bet. Here’s where the growth will be (opinion)
5 years, 1 month ago

In 2020 US stocks won’t be a good bet. Here’s where the growth will be (opinion)

CNN  

Editor’s Note: Neil Dwane is managing director, portfolio manager and global strategist at Allianz Global Investors. Reduced uncertainty would likely boost undervalued equity markets there and help new European Central Bank President Christine Lagarde better unify the region’s member states. Still, European fixed-income investors are growing increasingly anxious about negative yields, so they may need to hunt for income elsewhere — perhaps among dividend-paying stocks, or Asian or US high-yield bonds. Already the world’s second-largest economy, China trails only the United States in terms of overall R&D spending, and it is making great strides in medical technology, AI and data. While the United States has offered investors strong returns for many years now, the country will likely spend much of next year grappling with growing political uncertainty.

China States United  stocks  heres  markets  good  states  2020  opinion  uncertainty  united  china  uk  bet  rising  growth  wont  equity  investors

History of this topic

Stock market today: Asian stocks are mixed after Wall St snaps out of its holiday-season funk
1 week, 2 days ago

Stock market today: Asian stocks are mixed after Wall St snaps out of its holiday-season funk

Associated Press  

HONG KONG — Asian stocks are mixed after Wall Street snapped out of a spell of holiday season blues, with markets in Tokyo and China declining. Japan’s finance minister rang in the New Year as Tokyo’s market resumed trading after the long traditional holiday, as traders in suits and kimonos clapped for good fortune in 2025. “The Japanese government will …

2025 Outlook: JP Morgan projects small gains for EM equities in 2025, remains overweight on India, cautious on China
2 weeks, 1 day ago

2025 Outlook: JP Morgan projects small gains for EM equities in 2025, remains overweight on India, cautious on China

Live Mint  

Market Outlook: The emerging markets posted decent returns for 2024, with most regional stock markets up for the year. The MSCI's gauge for the emerging market stocks is set to end the year 5% higher, suggested a Reuters report, with Singapore set for a 17% annual rise, its best since 2017 and Kuala Lumpur stocks poised to post the best …

Asian Markets May See Outsized Slump After Fed, Analysts Say
3 weeks, 6 days ago

Asian Markets May See Outsized Slump After Fed, Analysts Say

Live Mint  

-- Asian stocks and currencies are likely to slide Thursday after the Fed signaled a slower pace of rate cuts at its policy meeting, according to analysts. The region’s sensitivity to dollar movements is likely higher given the rise in US Treasury yields, with currencies including the Korean won and Indonesian rupiah among the most vulnerable, they say. Here’s what …

Asian Stocks Eye Gains as Wall Street Awaits Data: Markets Wrap
1 month, 1 week ago

Asian Stocks Eye Gains as Wall Street Awaits Data: Markets Wrap

Live Mint  

-- Asian stocks are set to follow the positive lead from Wall Street where a rally in the world’s largest technology companies drove stocks to fresh all-time highs. Treasuries pared losses on Monday after Fed Governor Christopher Waller said he’s inclined to vote for a rate cut in December, with swaps pricing in more than 70% of a quarter-point cut …

Asian Stocks Gain on China Recovery, Weaker Dollar: Markets Wrap
2 months ago

Asian Stocks Gain on China Recovery, Weaker Dollar: Markets Wrap

Live Mint  

Asian equities climbed, aided by signs of a stabilization in China’s economy and a retreat in the dollar. “The strength of the dollar has obviously taken away some of the returns from emerging markets local currency bonds, but we think the more attractive opportunity at this point is in the hard currency aspect of emerging markets,” Niaz said, referring to …

Most Asian markets extend losses as Trump fears build
2 months ago

Most Asian markets extend losses as Trump fears build

Hindustan Times  

Asian markets fell again Wednesday as traders fret over the impact of Donald Trump's presidency on the Chinese and global economies, with fears that his policies could also reignite US inflation. Most Asian markets extend losses as Trump fears build The prospect of prices spiking again on the back of tax cuts, import tariffs, and an easing of regulations gave …

Trump’s win boosts confidence in US economy; Emerging markets concerned over strengthening dollar — expert advice
2 months ago

Trump’s win boosts confidence in US economy; Emerging markets concerned over strengthening dollar — expert advice

Live Mint  

The Indian stock market was taking a beating in the last month,with funds reportedly shifting to other countries such as China and Japan. ‘Trumpononics’ policy This week, the stronger-than-expected mandate win for Trump has boosted the global equity market. Generally, today the US stock market is in a boom in anticipation of tax cuts and high government spending. The world …

The US Risks Irrelevance in Asia
2 months, 1 week ago

The US Risks Irrelevance in Asia

The Diplomat  

U.S. President Joe Biden was once again absent from the annual Association of Southeast Asian Nations summit, which concluded on October 11 in Vientiane, Laos. While Beijing continues to chip away at Washington’s lead, the index found that “China’s power is plateauing,” rather than surpassing that of the United States. New data from the Lowy Institute indicated that over the …

Asia Eyes Cautious Open After China Factory Data: Markets Wrap
4 months, 1 week ago

Asia Eyes Cautious Open After China Factory Data: Markets Wrap

Live Mint  

Asian stocks are set for a cautious start into a historically volatile month for markets as signs mount that China’s efforts to support its ailing economy are yet to take hold. It has the makings for trouble given the economic data from the US and rest of the world now matters to how rate curves are played out and FX …

Asia stocks plunge as fears of recession grow
5 months, 1 week ago

Asia stocks plunge as fears of recession grow

The Independent  

For free real time breaking news alerts sent straight to your inbox sign up to our breaking news emails Sign up to our free breaking news emails Sign up to our free breaking news emails SIGN UP I would like to be emailed about offers, events and updates from The Independent. Stocks fell over seven per cent in morning trade …

Japan Stock market crash: Nikkei 225 index plunges 12.4% as world markets tremble over risks to the US economy
5 months, 1 week ago

Japan Stock market crash: Nikkei 225 index plunges 12.4% as world markets tremble over risks to the US economy

The Hindu  

Japan’s benchmark stock index plunged 12.4% on August 5, compounding a global market rout set off by investor concerns that the the U.S. economy could be headed for recession. But after Friday’s jobs report, worries are rising the Fed may have kept its main interest rate at a two-decade high for too long, raising risks of a recession in the …

Chinese, Indian stocks favoured over Japan in Asia’s second half
6 months, 1 week ago

Chinese, Indian stocks favoured over Japan in Asia’s second half

Live Mint  

Equities in China and India are being touted as potential outperformers in Asia in the second half of the year as investors flock to emerging-market themes. Ray Sharma-Ong, head of multi-asset investment solutions for Southeast Asia at abrdn Plc, favors Indian equities as “multiple catalysts yet to be priced in,” including the government’s budget. HSBC Holdings Plc is bullish on …

Weak yen a double-edged sword, say mkt mavens
7 months ago

Weak yen a double-edged sword, say mkt mavens

China Daily  

Pedestrians walk past an electronic board showing the closing numbers of the Tokyo Stock Exchange along a street in Tokyo on February 8, 2024. Experts from Trip.com, China's largest online travel agency, said that Japan has been the top tourist destination for Chinese travelers so far this year, largely due to the depreciation of the yen. Zhou Junzhi, chief macroeconomic …

Stock market today: Asian benchmarks mostly slide as investors focus on earnings
8 months, 3 weeks ago

Stock market today: Asian benchmarks mostly slide as investors focus on earnings

Associated Press  

TOKYO — Asian shares mostly declined Thursday as investors awaited a flood of global earnings reports, including updates from U.S. tech companies known as the “Magnificent Seven.” Japan’s benchmark Nikkei 225 slid 1.4% in morning trading to 37,931.81. “For the record, heading into tomorrow’s policy decision, exceptional Japanese yen weakness is the agitated elephant in the room for the BoJ,” …

Stock market today: Asian shares are mostly higher after another set of Wall St records
9 months, 2 weeks ago

Stock market today: Asian shares are mostly higher after another set of Wall St records

Associated Press  

BANGKOK — Asian shares were mostly higher Friday in quiet holiday trading, with markets closed in Hong Kong, Sydney, Singapore and India, among other places. The U.S. stock market has been on a nearly unstoppable run since late October, and the S&P 500 just capped its fifth straight winning month. Most stocks scrambled higher during the quarter, led by a …

Stock market today: Asian shares are mostly higher as Chinese markets reopen after Lunar New Year
10 months, 3 weeks ago

Stock market today: Asian shares are mostly higher as Chinese markets reopen after Lunar New Year

Hindustan Times  

BANGKOK — Shares were mostly higher in Asia after Chinese markets reopened Monday from a long Lunar New Year holiday. Hong Kong's Hang Seng fell 0.8% to 16,212.05 on heavy selling of technology and property shares despite a flurry of announcements by Chinese state banks of plans for billions of dollars' worth of loans for property projects. Major video games …

As China’s markets suffer, what alternatives do investors have?
11 months, 2 weeks ago

As China’s markets suffer, what alternatives do investors have?

Hindustan Times  

Every day brings more misery for China’s foreign investors. Just five years ago investors clamoured for exposure to the country’s growth miracle and sought diversification from rich-world markets, which often move in lockstep. Western investors looking for exposure to China’s industrial stocks are also turning to Japan, encouraged by its corporate-governance reforms. Although Japan’s stocks look relatively cheap, they make …

A moment of reckoning in geopolitics is upon us
1 year, 2 months ago

A moment of reckoning in geopolitics is upon us

Live Mint  

The efficient market hypothesis, by which all that participants know gets instantly priced in, has been rattled yet again by another bout of geopolitical volatility. “I’m convinced one of the reasons Hamas attacked when they did—and I have no proof of this, just my instinct tells me—is because of the progress we were making towards regional integration for Israel,” he …

Stock market today: Asian shares mostly lower on looming worry over US banks, China growth
1 year, 8 months ago

Stock market today: Asian shares mostly lower on looming worry over US banks, China growth

India TV News  

Stock Market: Asian shares were mostly lower on Friday on looming worries over US banks and lagging demand from China, the region's major driver of growth. Japan's benchmark Nikkei 225 gained 0.9 per cent in morning trading to 29,393.24 as companies like Nissan Motor Co. gained after reporting relatively favourable earnings. Hong Kong's Hang Seng was virtually unchanged at 19,746.09, …

Unstoppable dollar risks worsening $71 billion Asia stock exodus
2 years, 5 months ago

Unstoppable dollar risks worsening $71 billion Asia stock exodus

Live Mint  

The dollar’s relentless rise is threatening to trigger more outflows from Asia’s emerging-market shares, spoiling hopes of the region making a comeback in the second half. The MSCI Asia ex-Japan Index has fallen 20% as foreign investors took $71 billion out of stock markets in emerging Asia outside China so far this year, already double the outflows in 2021. A …

Asian shares mostly higher despite fears of recession
2 years, 8 months ago

Asian shares mostly higher despite fears of recession

Associated Press  

BANGKOK — Shares were mostly higher in Asia on Tuesday despite growing worries over the risks of recession as prices push sharply higher while economies are still recovering from the impact of the pandemic. On Wall Street, stocks closed slightly lower after a wobbly day of trading Monday, as worries about interest rates and inflation overshadowed some better-than-expected profit reports. …

Asia shares rise after US rebound amid sanctions on Ukraine
2 years, 10 months ago

Asia shares rise after US rebound amid sanctions on Ukraine

Associated Press  

TOKYO — Asian shares rose Friday after U.S. stocks recovered toward the end of a wild trading day, as the world, including President Joe Biden, slapped sanctions against Russia for its invasion of Ukraine. “The market pivot came after the announcement of retaliatory measures towards Russia overnight, with the U.S. implementing export controls to cut Russia off from semiconductors and …

Asian shares mixed amid cautious outlook for global economy
3 years, 8 months ago

Asian shares mixed amid cautious outlook for global economy

Associated Press  

TOKYO — Asian shares were mixed Monday amid cautious optimism about a global rebound from the coronavirus pandemic. Japan’s benchmark quickly lost early gains and fell 0.1% to 29,642.79, the first market reaction after a summit by Prime Minister Yoshihide Suga with President Joe Biden over the weekend. Yoshimasa Maruyama, chief market economist at SMBC Nikko Securities, said that although …

Global Markets: Shares Cling to Tight Ranges as Attention Shifts to US Election, Stimulus
4 years, 3 months ago

Global Markets: Shares Cling to Tight Ranges as Attention Shifts to US Election, Stimulus

News 18  

Asian shares and most currencies held tight ranges on Monday, as investors awaited developments on US fiscal stimulus and coronavirus vaccines amid a resurgence of infections in Europe. “The development of the pandemic remains the overriding factor driving the economy, discussions on the fiscal policy, and ultra loose policy by the Fed.” On Friday, US stocks declined with the Dow …

Asia stocks pull ahead on rebound in crude prices, promise of more US govt aid to cushion economy
4 years, 8 months ago

Asia stocks pull ahead on rebound in crude prices, promise of more US govt aid to cushion economy

Firstpost  

Better-than-expected US corporate earnings also lifted equities, analysts said, though overall sentiment remained fragile as the pandemic cut a destructive path through the world economy Washinton/New York: Asian stock markets rose on Thursday as the combination of a rebound in crude prices from historic lows and the promise of more US government aid to cushion the coronavirus-ravaged economy helped calm …

Grab your passports. Time to look overseas for stocks
4 years, 11 months ago

Grab your passports. Time to look overseas for stocks

CNN  

New York CNN Business — American stocks continue to power on to new all-time highs this year. “The US markets are going to lag this year because the current US-China deal isn’t going to add any significant help to the US economy,” said Naeem Aslam, chief market analyst with AvaTrade. “There’s room for smaller countries in Asia to ride the …

Market outlook: Large caps seen continuing their outperformance next year
5 years ago

Market outlook: Large caps seen continuing their outperformance next year

Live Mint  

India’s largest stocks are likely to be winners again in 2020, after propelling the benchmark equity index to its fourth straight annual gain. “Investor focus is unlikely to shift soon from the few high-quality names which continue to steadily grow faster than the economy,” said Dipen Sheth, Mumbai-based head of institutional research at HDFC Securities Ltd. “The foreign flows, too, …

Indian markets to be firm as Asia rises on hopes of US-China trade war ease
5 years, 4 months ago

Indian markets to be firm as Asia rises on hopes of US-China trade war ease

Live Mint  

Indian stocks markets are likely to be firm on Thursday following stability in global peers. Asian stocks rose on Thursday on hopes for a thaw in US-China trade frictions and expectations that the European Central Bank will kick off another wave of monetary easing by global central banks. US stock futures jumped and safe-havens such as the yen and gold …

Asian shares slugged, bonds bought amid trade gloom
5 years, 4 months ago

Asian shares slugged, bonds bought amid trade gloom

India Today  

Asian shares sank on Monday as the latest salvo in the Sino-US trade war shook confidence in the world economy and sent investors steaming to the safe harbors of sovereign bonds and gold, while slugging emerging market currencies. Wall Street nose-dived on Friday when President Donald Trump announced a 5 per cent additional duty on $550 billion in targeted Chinese …

Asia stocks slump on recession fears after Dow suffers worst day of year; US bond yields plunge
5 years, 5 months ago

Asia stocks slump on recession fears after Dow suffers worst day of year; US bond yields plunge

Firstpost  

The intensifying US-China trade war shows no signs of resolution and the flight to bonds signal the growing fears of a global recession Hong Kong: Asian markets sank Thursday after the Dow suffered its worst day of the year as fears of a global recession mounted with investors fleeing equities. The losses followed a dark day on European bourses and …

Asian markets climb after bumper US session
6 years ago

Asian markets climb after bumper US session

Live Mint  

New York: Japanese shares surged nearly 4% on Thursday, with investors heartened by Wall Street’s best performance in nine years after the White House said Federal Reserve chairman Jerome Powell would not be fired. Kyle Rodda, a Melbourne-based market analyst at IG Group Holdings Plc, told Bloomberg News investors “are still nervous about how financial markets and the global economy …

Asian stock markets suffer after Wall Street slump
6 years, 2 months ago

Asian stock markets suffer after Wall Street slump

CNN  

Hong Kong CNN Business — The US stock market rout spread into Asia on Thursday. Tokyo’s benchmark Nikkei index plunged 3.7%, and Hong Kong’s Hang Seng fell nearly 2.5% before recovering to close down 1%. The sell-off in US markets is “beckoning Asia investors to make a similar rush for the doors,” said Jingyi Pan, a Singapore-based market strategist at …

Asian stocks on the longest losing streak in 16 years
6 years, 4 months ago

Asian stocks on the longest losing streak in 16 years

Live Mint  

Manila: It’s a losing streak investors haven’t seen since 2002. “Asian stocks have been caught in the middle of increasing trade tensions as well as the rising dollar and emerging market contagion, and certainly China weakness is also adding fuel to the fire,” said Nader Naeimi, head of dynamic markets at AMP Capital Investors Ltd. Here’s what strategists are saying …

Discover Related