JPMorgan upgrades emerging markets. How to play the improved outlook
Emerging market stocks couldn’t catch a break the past four years. Now their fortunes may be turning. JPMorgan upgraded emerging markets to overweight from neutral on Monday. Strategist Mislav Matejka cited several reasons for the change, including easing trade tensions and attractive valuations. “De-escalation on U.S.-China trade front reduces one significant headwind for EM equities,” […]
The market just gave investors a gift. Here’s how not to blow it
The stock market has come full circle from its April lows, with all of the losses suffered now recovered. For investors who long defied warnings about being over-exposed to U.S. stocks, especially with the dominant position of a handful of tech stocks in the S&P 500, the rebound in portfolios is a good opportunity to […]
How to trade gold and bitcoin after the big market rally
Gold has cooled after a year-long rally that sent the commodity to a gain of 35%, but even with stocks in rebound mode, the market hedge has room to move higher, according to David Schassler, head of multi-asset solutions at fund manager Van Eck. “I couldn’t imagine a better backdrop for gold,” said Schassler on […]
How to play a $5 trillion market for humanoid robots by 2050
New estimates from Morgan Stanley suggest investment opportunity in the global humanoid value chain as the technology gets closer to reality. Wall Street continues to double down on its forecasts of a multi-trillion dollar global market for humanoid robots, suggesting it will grow to be significantly larger than the global auto industry by the next […]
How to avoid bond panic and get ‘peace of mind’ income from the market
When the stock market is in the middle of a panic, investors flee to bonds. Last week, that fundamental “flight to safety” approach didn’t work. A surge in U.S. treasury bond yields sparked questions about the fundamental role of bonds in a diversified portfolio, and even bigger questions about whether an unprecedented shift away from […]
Retailers with most China, Vietnam sourcing and how to trade stocks
As trade tensions escalate over President Donald Trump’s tariffs policy , there are some retail stocks investors should watch out for that have significant sourcing exposure to certain affected countries, according to Bank of America. Last week, Trump announced sweeping new tariffs, including a 10% baseline duty that was imposed Saturday as well as a […]
Wealth advisor lays out how to play struggling stocks, including Palantir
With a tumultuous first quarter wrapping up, Courtney Garcia, senior wealth advisor at Payne Capital Management, reviewed what to do with some well-known stocks that are under pressure. Garcia joined the 3-Stock Lunch segment on CNBC’s “Power Lunch” on Monday to discuss Palantir , General Motors and Coinbase . Here’s what she thinks of each: […]
How to navigate inflationary concerns with bond ETFs – CNBC
Jeffrey Katz, TCW managing director, joins CNBC's Bob Pisani to discuss the firm's flexible income fund, the strategy behind the ETF and how it … Source link
Jim Cramer talks how to approach this sell-off
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Mad Money with Jim Cramer ‘Mad Money’ host Jim Cramer looks at the recent market downturn and talks how to navigate it. 11:04 Mon, Mar 10 20257:19 PM EDT Jim Cramer Source link
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 […]