This article first appeared on GuruFocus. US stocks may be about to get another tailwind and it’s not from earnings or rate cuts. According to JPMorgan strategists led by Nikolaos Panigirtzoglou, share repurchases could jump by another $600 billion in the coming years, after already hitting an all-time high of $1.5 trillion in 2025. They…
The stock market has a key hurdle it needs to clear this week. While investors have mostly shrugged off bad news in the US job market, equities are about to be tested by coming consumer inflation data, according to Dubravko Lakos-Bujas, the global head of market strategy at JPMorgan. Should inflation figures come in hotter-than-expected…
A venture capital firm backed by Qatar’s sovereign wealth fund is taking a minority stake in an AI-powered logistics technology start-up backed by Hong Kong’s wealthiest man, as it looks for investment opportunities in the Greater China region to more than triple its assets under management by the end of 2025. Doha-based Rasmal Ventures, backed…
Chinese makers of smart electric vehicles (EV) will have to redouble their efforts over the next few quarters to stay on track to break even as the brutal discount war in the world’s largest vehicle market shows few signs of abating. From Nio to Xpeng and Zeekr, China’s EV start-ups have been reporting smaller losses…
Eric Trump, one of the final acts in Hong Kong’s biggest gathering of cryptocurrency enthusiasts, praised the city and China during his fireside chat with the organiser of the Bitcoin Asia conference. “There is no question that you have made an unbelievable mark on cryptocurrencies,” said the second son of US President Donald Trump in…
By Kane Wu and Julie Zhu HONG KONG (Reuters) -Chinese video streaming platform iQIYI has hired Bank of America, CICC and JPMorgan to work on a second listing in Hong Kong, which could raise between $200 million and $300 million, said two people with knowledge of the matter. The company plans to file its application…
Chinese carmakers have refrained from offering steep discounts to align with Beijing’s efforts to protect a vital industry, but an end to the prolonged price war remains elusive, as the sector grapples with overcapacity and weak consumer demand for high-ticket items. The average discount offered by mainland Chinese electric vehicle (EV) and petrol car manufacturers…
Big banks are making it harder and more expensive for consumers to use fintech and crypto apps, which amounts to what could be seen as “Operation Chokepoint 3.0.” That’s according to Alex Rampell, General Partner at venture capital firm Andreessen Horowitz (a16z). In its latest fintech newsletter, Rampell pointed to traditional financial institutions charging high…
A rush of investor cash is headed for the stock market in the second half, most of it coming from retail investors. That’s according to JPMorgan, which predicted this week that investors are poised to inject $500 billion into stocks through the rest of 2025, and most of that will come from retail traders. “Led…
Anjoy Foods Group, mainland China’s largest producer of frozen hotpot ingredients, said it plans to expand in overseas markets like Europe and Southeast Asia after it lists in Hong Kong. Liang Chen, board secretary of the Fujian-based company, told the Post that proceeds from the share sale would bolster its competitiveness in countries like Indonesia…