Bloomberg
China Stocks to Rally Slowly Over the Next 2-3 Years, UBS Says
Hayden Briscoe, Asia Pacific head of multi-asset portfolio management at UBS Asset Management, shares his views on stock and fixed income markets in the region including China. He speaks with Haidi Stroud-Watts and Kathleen Hays on...
Bloomberg
The S&P 500 Seems Really Expensive, But Is It?
Are US stocks expensive, or does it only seem that way because a few companies are pulling up the S&P 500's valuation? Bloomberg Opinion's Nir Kaissar gives us the breakdown on how stocks are expensive even without the so-called...
Bloomberg
JPMorgan's Lebovitz Sees Clouds on Horizon for Stocks
"In the very near term there's probably more room for this market to run but we do see some clouds forming on the horizon and that will begin to weigh on risk asset performance later on this year," JPMorgan Asset Management Global Market...
Bloomberg
US Markets Are Overextended, Wells Fargo's Cronk Says
Wells Fargo Wealth and Investment Management CIO Darrell Cronk says he expects inflation to tick higher in the second half and headline CPI finishing the year closer to 4% during an interview on "Bloomberg Surveillance."
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Bloomberg
Consumers Give Reason to Be "Cautiously Optimistic" About Economy
Huntington Private Bank Director of Portfolio Management Vivian Hairston sees positive signs from the US consumer and the broader economy even as her team pulls some money out of the equity market. This interview aired on "Bloomberg...
Bloomberg
Pepper International on US Markets
Carol Pepper, CEO and Founder at Pepper International, discusses her outlook and investment strategies for US Markets. She speaks with Shery Ahn and Haidi Stroud-Watts on "Bloomberg Daybreak: Australia".
Bloomberg
DWS Group's Bianco Sees Flattish Earnings Into Next Year
"There will be a return to healthy earnings growth probably next year," David Bianco, DWS Group Americas CIO and US head of active equities, says while predicting a market correction during an interview with Jonathan Ferro on "Bloomberg...
Bloomberg
Deutsche Bank's Chadha Says 3%-5% Pullback Is 'Overdue'
Deutsche Bank Chief Global Strategist Binky Chadha says US equity markets are overdue for a 3% to 5% decline on "Bloomberg Surveillance."
Bloomberg
China Stocks Can Get Boost From Any Stimulus: Invesco
Kristina Hooper, chief global market strategist at Invesco, shares her views on Chinese stocks. She also talks about the US economy, Federal Reserve and financial assets. She speaks with Shery Ahn and Haidi Stroud-Watts on "Bloomberg...
Bloomberg
Searching for Opportunities in Emerging Markets
Zhikai Chen, head of Asian and global emerging market equities at BNP Paribas Asset Management, discusses the opportunities he sees. He speaks with Haidi Stroud-Watts and Shery Ahn on "Bloomberg Daybreak: Asia."
Bloomberg
HSBC Qianhai on Raising China EV Price Targets
Yuqian Ding, Head of China Autos Research at HSBC Qianhai Securities, discusses her views on China's electric vehicle sector and development of autonomous driving after raising her price targets for Li Auto, Nio and XPeng. She speaks...
Bloomberg
Emerging Market Stocks Are Having a Moment as Growth Bets Return
We are seeing earlier signs of investors shifting to stocks from bonds. The MSCI Emerging Markets Index rallied almost 6% last month. That's the best performance since January. In contrast, indexes of dollar and local-currency EM debt...
Bloomberg
EM Investors Shift to Stocks from Bonds
There are early signs of investors in emerging markets shifting to stocks from bonds. Bloomberg's Shery Ahn spoke with Deltec Asset Management MD and Portfolio Manager Greg Lesko on why he expects EM stocks to catch up and outperform...
Bloomberg
Morgan Stanley's Mike Wilson Is Sticking With Boom-Bust Market Scenario
Morgan Stanley Chief US Equity Strategist Mike Wilson says his team's "boom-bust thesis is still correct," warning of a pullback in equity markets as the impact of US fiscal spending fades. "At this stage, you need to be very selective...
Bloomberg
60-40 Portfolio Has Come Back Into Vogue: Citi's Hoffman
Robert Hoffman, head of investment counselors for South Asia at Citi Private Bank, discusses Federal Reserve policy, his investment strategy and where he's finding opportunity. He speaks on Bloomberg Television.
Bloomberg
Equity Volatility to Stay Subdued Until Year End: SocGen
Jitesh Kumar, strategist at Societe Generale, discusses the outlook for volatility in equity markets. "We haven't had the reason to have higher volatility because profits in general are negatively correlated with equity volatility,"...
Bloomberg
China Loses Out as Global Funds Buy Japan Stocks
Japan is leaving China behind as Asia's two largest stock markets compete for investor capital. Concerns about the outlook for the economy is clouding the prospects for Chinese stocks. Winnie Hsu reports on Bloomberg Television.
Bloomberg
China May Add Policies to Promote Capital Markets: Haitong International
Wang Shengzu, global head of asset management at Haitong International, talks about China's economy, the government's policies, and the implications for financial assets. He speaks with Yvonne Man and David Ingles on "Bloomberg Markets:...
Bloomberg
Berkshire Operating Earnings Rise on Insurance Strength
Berkshire Hathaway Inc. posts gains in operating profit. Strength in its insurance businesses helped counter inflationary pressures that have weighed on billionaire investor Warren Buffett's conglomerate in the last year. Vonnie Quinn...
Bloomberg
HSBC Sees 5% India Inflation for FY24
HSBC Chief India Economist Pranjul Bhandari sees 5 percent India inflation for FY24, with risks to the upside. She speaks on "Bloomberg Markets: Asia."
Bloomberg
Rieder Doesn't See Rates Going Much Higher
Rick Rieder, BlackRock managing director for global fixed income, doesn't see interest rates heading much higher from here. He's on "Bloomberg the Open."
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Bloomberg
Jobs Data Best Case Scenario for Fed: iCapital's Amoroso
Anastasia Amoroso, iCapital's chief investment strategist, says the Federal Reserve may have to pause rate hikes after the July US employment report. Speaking with Jonathan Ferro on "Bloomberg The Open," Amoroso says she likes that the...
Bloomberg
Markets in 3 Minutes: US Recession Likely Coming in 4Q
Mark Cudmore and Dani Burger break down today's key themes for analysts and investors on "Bloomberg Markets Today."
Bloomberg
Japan Market Is 'Relatively Attractive," RBC Wealth Management Says
Jasmine Duan, senior investment strategist at RBC Wealth Management Asia, discusses the prospects for markets in the region including China and Japan. She speaks with Rishaad Salamat on "Bloomberg Markets: China Open."