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Las vegas sands: the best way to play china opening up
Las Vegas Sands' strong balance sheet and impressive management team enabled the company to weather the storm over the last 3 years. Sands is very wel...
February 3, 2023, 6:30 am
China’s economy expanding again, according to official data (usd/cnh)
The National Bureau of Statistics China (NBS) released PMI data this week which shows both the manufacturing and services sector are expanding. Appeti...
February 3, 2023, 5:45 am
Starbucks is about to report earnings. here's what to expect
Shares of Starbucks have risen more than 12% over the last year, fueled by optimism around China's reopening <...
February 2, 2023, 3:30 pm
There is more upside for investors in china, says morgan stanley's andrew slimmon
Andrew Slimmon, senior portfolio manager at Morgan Stanley Investment Management, joins 'The Exchange' to discuss recent comments by Ray Dalio, invest...
February 2, 2023, 2:31 pm
Goldman sachs raises emerging markets equities forecast
Goldman Sachs on Thursday revised its forecast for emerging market equities upwards as it sees the developing world benefiting from the ...
February 2, 2023, 8:45 am
Southern copper: only getting started
Southern Copper is likely to have a better 2023 than 2022, as it benefits from several tailwinds. The circling rumors on the Great Chinese reopening. ...
February 1, 2023, 12:19 pm
Kanzhun stock outlook promising with china's reopening
Kanzhun (NASDAQ: BZ) is a stock that should be on investors' watchlist amid China's gradual reopening. Although the recovery in consumer spending in t...
February 1, 2023, 9:11 am
Luxury stocks rally from china reopening, but world's largest luxury market may choose to shop 'in-house'
Years of zero-Covid measures have taught Chinese consumers they can get their fix of opulence on their own shores — and experts say this habit is he...
January 31, 2023, 11:37 pm
5 sector etfs that beat the market in january
Easing inflation, hopes of the Fed's slower rate hike path and a reopening in China bolstered the risk ...
January 31, 2023, 12:30 pm
Imf raises global growth forecast on china reopening
Despite the global fight against inflation and the war in Ukraine, the International Monetary Fund upgraded its world economic growth projections as t...
January 31, 2023, 6:57 am
Dow jones newswires: china’s services, manufacturing activity rebound sharply in january
China’s official gauges measuring services, manufacturing and construction activity all rebounded sharply in January as the nation recovered quickly...
January 31, 2023, 1:47 am
China january official pmi: manufacturing 50.1 (expected 49.8) services 54.4 (expect 52.0)
China January official PMIs jump in the first full month of reopening
Manufacturing 50.1, best since September 2022
- expected 49....
January 31, 2023, 1:30 am
Rio tinto: buying an undervalued 10% equity yield
Reflecting on a likely demand boom on the backdrop of the China COVID reopening, paired with an already somewhat stretched demand/ supply balance...
January 30, 2023, 11:08 pm
China led the rally this year but it's stumbling hard today
The reopening in China was the trade of Nov-Jan but it's stumbling today with the MCHI China ETF dow...
January 30, 2023, 3:04 pm
Imax corporation: all eyes on china
China's reopening is a major positive for IMAX Corporation, as the Chinese market represented close to ...
January 30, 2023, 2:42 pm
What awaits the oil market in february?
Information is not investment advice The Backstory Western countries are trying to find other options for oil and gas supplies after a 10th package of...
January 30, 2023, 12:29 pm
Goldman sachs raise china equity index target, 'reopening' evolves into 'growth recovery'
Goldman Sachs target China's CSI300 to 4800
- had previously set their target at 4500
GS says China is evolving from “reopen...
January 30, 2023, 4:40 am
Oil futures (wti) above $80us on reopening for the week - china back from holiday
This a Bloomberg (gated) headline after China's week-=long Lunar New Year holiday:
- China Celebrated Lunar New Year Like COVID No Longer ...
January 29, 2023, 11:29 pm
Amazon and alibaba: buy one before earnings
Chinese tech stocks are up 70% in the last two months, and Alibaba is up 80%. The end of the regulatory crackdown and China ...
January 28, 2023, 7:30 am
Estee lauder: strong sales performance and china reopening potential growth drivers
Estee Lauder has seen net sales exceed levels seen in 2019 once again. The company's P/E ratio and cash position look attractive....
January 28, 2023, 7:08 am