DAVOS, Switzerland, Jan 23 (Reuters) – Lower valuations, government support and loose fiscal policy set against a cyclical backdrop in China is encouraging investors to rotate into technology and diversify away from the U.S., UBS fund managers told Reuters this week in Davos, Switzerland. “We like China tech in particular because there’s some success there….
Stocks rise; Europe at record high again Precious metals rally shows no sign of stopping Dollar on the defensive; traders remain on yen intervention watch SINGAPORE/LONDON, Jan 2 (Reuters) – European stocks began 2026 at fresh record highs as investors braced for a year set to test the AI-led rally, usher in a change of…
Industrial profits fell 13.1% in November, biggest drop in 14 months Automotive and high-tech sectors show profit growth Weak domestic demand offsets strong exports; no new stimulus introduced BEIJING, Dec 27 (Reuters) – Profits at China’s industrial firms in November fell at their fastest pace in over a year, as weak domestic demand offset resilience…
China’s Li Qiang says global economy under pressure from tariffs Urges IMF, World Bank, WTO chiefs to act to protect free trade Analysts say China’s $1 trln trade surplus is driving tariff use Pressure on China to reform to boost share of global consumption BEIJING, Dec 9 (Reuters) – China’s Premier Li Qiang on Tuesday…
Exports top expectations as non-US shipments lead amid high US tariffs Imports underperform, pointing to still-subdued domestic demand PMI surveys suggest exporters face challenging 2026 BEIJING, Dec 8 (Reuters) – China’s exports topped forecasts in November, driven by a surge in shipments to non-U.S. markets as manufacturers deepen trade ties with the rest of the…
LONDON, Nov 24 (Reuters) – What matters in U.S. and global markets today U.S. stocks look set to build on Friday’s jump with investor hopes resting on a Fed rate cut materialising in December, but the question is how much further prices can bounce? Sign up here. I’ll get into all the market-moving news below,…
S&P 500 down 4% from Oct record high, Nasdaq off 7% from peak Volatility rising, indexes see biggest swings since April Tech stock declines, prospects for Dec Fed rate cut in focus NEW YORK, Nov 23 (Reuters) – Stock market investors are preparing for a turbulent year-end sparked by uncertainty over near-term Federal Reserve interest…
AI stock valuations raise bubble concerns amid sharp pullbacks Buffett Indicator signals overvaluation, surpassing dot-com bubble levels Nasdaq’s AI rally mirrors early dot-com bubble stages, lacks runaway optimism NEW YORK, Nov 21 (Reuters) – The biggest bout of volatility in U.S. stocks in months has revealed cracks in the artificial intelligence-related rally, raising questions about…
A look at the day ahead in European and global markets from Gregor Stuart Hunter It turns out Nvidia’s earnings could only smother the blaze on markets for so long. Sign up here. Stock markets are tumbling again after a renewed selloff in tech shares on Wall Street on Thursday, and even though there were…
Item 1 of 3 Bull statues are placed in font of screens showing the Hang Seng stock index and stock prices outside Exchange Square, in Hong Kong, China, August 18, 2023. REUTERS/Tyrone Siu [1/3]Bull statues are placed in font of screens showing the Hang Seng stock index and stock prices outside Exchange Square, in Hong…