News
ECNS
26.17
-0.95%
-0.25
China's Overcapacity Debate And How To Avoid A Collision Course
China's overcapacity debate reignited following US Treasury Secretary Janet Yellen's visit to China in April. The debate on overcapacity in the green economy is heating up, says ING. Overcapacity is when a country's excess capacity begins to crowd out international competitors. The best realistic path forward may be to find areas for cooperation where possible, says InG.
Seeking Alpha · 2d ago
The Ebb And Flow Of Public Markets
Principal Asset Management Chief Investment Officer and Global Head of Equities, George Maris spoke at the 2024 Milken Global Conference. He discussed his views on artificial intelligence (AI) and the investment prospects in China. Maris says the trend of private equity firms acquiring publicly-listed companies magnifies the opportunities in public equities.
Seeking Alpha · 2d ago
China: Property Easing Measures Are Speeding Up
Seeking Alpha · 2d ago
Weekly Commentary: Speculative Bubble Hype
Home Market Outlook: Today's Market Weekly Commentary: Speculative Bubble Hype. Nvidia's stock surged 15% this week, boosting market capitalization to $10 trillion. The massive 'doomsday glacier' is undergoing a 'vigorous ice melt' that could reshape sea level rise projections.
Seeking Alpha · 2d ago
Weekly Report: what happened at ECNS last week (0520-0524)?
Weekly Report · 3d ago
Above The Noise: Stagflation Fears And Election Years
Seeking Alpha · 3d ago
Weibo Beats Q1 Revenue And EPS Estimates Despite Yearly Decline - What's On The Cards?
Weibo Corp reported a fiscal first-quarter 2024 revenue decline of 4% year-on-year to $ million. Revenue of the Chinese social network company was flat Y/Y on a CC basis. Weibo stock lost 46% in the last 12 months.
Benzinga · 6d ago
Trade Wars And Tariffs Test Equity Investing Research
Trade wars are in the headlines with the US imposing new tariffs on an array of Chinese products. How can global equity investors incorporate the impact of tariffs into fundamental analysis of companies? Tariffs on EV manufacturers add uncertainty to an already shaky industry dynamic. Equity investors with a thoughtful approach can capitalize on structural growth trends.
Seeking Alpha · 05/23 07:20
Weekly Market Pulse: Ch-Ch-Changes
Seeking Alpha · 05/20 14:50
How Is Consumer Resilience Adapting To Changing Market Conditions?
Home Market Outlook Today's Market How Is Consumer Resilience Adapting To Changing Market Conditions? The Bid: American consumers have been largely resilient and healthy despite sticky inflation and higher interest rates. BlackRock's Lisa Yang joins Oscar Pulido to give a pulse check on consumer resilience and the equities market.
Seeking Alpha · 05/20 13:35
Weekly Report: what happened at ECNS last week (0513-0517)?
Weekly Report · 05/20 09:55
Emerging Markets New Business Expands At Fastest Pace In Nearly A Year
Seeking Alpha · 05/14 09:10
Global Trade Revives Amid Renewal Of Worldwide Goods Exports
Home Market Outlook Economy Analysis Global Trade Revives Amid Renewal Of Worldwide Goods Exports. Global manufacturing new export orders returned to expansion territory for the first time in 27 months in April. India leads global goods trade decline as global services export flows stabilise. Emerging market export business conditions in developed markets remain in contraction.
Seeking Alpha · 05/14 07:20
The Fed Should Cut Rates Before A Credit Crisis Forces Their Hand
High shelter costs are a major impediment to inflation meeting the Fed’s 2% target. The Fed seems determined to keep kicking the rate cut can down the road. Minneapolis Fed President Neel Kashkari singled out persistent housing inflation as a sign that the rate may be higher in the short term.
Seeking Alpha · 05/14 04:55
Weekly Report: what happened at ECNS last week (0506-0510)?
Weekly Report · 05/13 09:59
Emerging Markets New Business Expands At Fastest Pace In Nearly A Year
Seeking Alpha · 05/10 13:30
Global PMI Selling Price Inflation Remains Elevated In April, Led By Higher Service Sector Charges
Global PMI Selling Price Inflation Remains Elevated In April, Led By Higher Service Sector Charges. Service sector inflation most elevated in Spain, Italy, Japan and the United Kingdom. Average prices charged for goods and services rose globally at the slowest rate for three months in April.
Seeking Alpha · 05/09 12:45
China: Modest Recovery Of April Trade Data As Impact From NEVs And AI Race Remains Clear
Seeking Alpha · 05/09 08:15
Brad Simpson On Perception Vs. Reality In The Markets: Are Investors Right To Be Worried?
Brad Simpson On Perception Vs. Reality In The Markets: Are Investors Right To be Worried? Brad Simpson, Chief Wealth Strategist with TD Wealth, joins MoneyTalk's Anthony Okolie to discuss the dichotomy he's seeing in the markets. While equity markets have had a positive year to date, many investors are still positioned for risk.
Seeking Alpha · 05/08 19:55
U.S. Extends Metals Protectionism
The Biden administration announced a new round of tariffs on imports of steel and aluminum from mainland China. China accounted for less than 1% of US steel imports in the first two months of 2024. The impact of the tariffs on trade with China is likely to be minimal. A larger issue for the growth in Chinese steel exports will be felt by the broader global market.
Seeking Alpha · 05/08 08:00
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