Tech giants in China sold off alongside their U.S. peers. How to play it
The latest tech sell-off underscores that it’s still a different game for investing in China versus the U.S. “The U.S. decline was primarily triggered by earnings miss[es] from some market leaders, but in China it was mainly sentiment spillover plus portfolio adjustment/rotation,” said Ding Wenjie, investment strategist for global capital investment at China Asset Management […]
A U.S-China trade truce means more localized tech. How to play it
As the U.S. and China settle into an uneasy one-year truce, the takeaway for investors is that each country will double-down on homegrown technology, analysts said. “Own quality exporters and R & D-rich tech stocks aligned with localization, and use scenario odds — not headlines — to assess risk,” Morgan Stanley strategists recommended in a […]
China needs to boost its tech sector more than ever. How to play it
Chinese tech companies raced to launch new products in a week that saw Beijing double down on its calls to support artificial intelligence. An obscure Chinese startup that goes by the name Monica on Wednesday announced an invite-only AI application called Manus that claims to streamline analysis of resumes and financial information using several models […]
How to invest for next decade with New York Life’s Lauren Goodwin
Longer-term investors should ignore the daily racket surrounding interest rates and focus on generating income over the next 10 years, according to New York Life economist and chief market strategist Lauren Goodwin. It’s easy to get caught up in the day-to-day fodder, especially during a week like this one, according to Goodwin, who spoke to […]
China’s earnings season is wrapping up. How to play what’s next
Major Chinese companies’ latest quarterly reports reinforce how the local market is one for stock pickers. “There has been outperformance, but it has been unique to certain companies,” Lorraine Tan, director of Asia equity research at Morningstar, said in a phone interview with CNBC Pro. “The trend is, across the board, more so weakness reflecting […]