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2023-01-31 11:46 | Report Abuse
China’s Economic Activity Rebounds Sharply After Reopening
Manufacturing PMI rises to 50.1 in January, matching estimates
Services sub-index reaches 54 during holiday as travel resumes
https://www.bloomberg.com/news/articles/2023-01-31/china-s-economic-activity-rebounds-sharply-after-reopening
2023-01-31 11:45 | Report Abuse
IMF Raises World Economic Outlook for the First Time in a Year
Forecast boosted on resilient US demand, China reopening
https://www.bloomberg.com/news/articles/2023-01-31/imf-raises-world-economic-outlook-for-the-first-time-in-a-year#xj4y7vzkg
2023-01-30 15:29 | Report Abuse
The US Hasn’t Noticed That China-Made Cars Are Taking Over the World
The country is poised to become the No. 2 exporter of passenger vehicles, surpassing the US and South Korea and risking new tensions with trading partners and rivals.
https://www.bloomberg.com/news/articles/2023-01-26/how-china-is-quietly-dominating-the-global-car-market#xj4y7vzkg
2023-01-30 12:14 | Report Abuse
TSMC is up 7.36 percent today.
2023-01-30 11:55 | Report Abuse
China Stocks Flirt With Bull Market on Return From Holidays
Benchmark CSI 300 Index gains about 20% from October low
Spending, travel data point to solid recovery underway
https://www.bloomberg.com/news/articles/2023-01-30/china-stocks-set-to-enter-bull-market-on-return-from-holidays#xj4y7vzkg
2023-01-30 11:51 | Report Abuse
Taiwan Stocks Poised for Bull Market as Chip Shares Extend Gains
Taiex index jumped as traders return from new-year holiday
Taiwan dollar advanced to the strongest level since August
https://www.bloomberg.com/news/articles/2023-01-30/taiwan-stocks-poised-for-bull-market-as-chip-shares-extend-gains#xj4y7vzkg
2023-01-29 10:05 | Report Abuse
How the global auto industry is overwhelmed by a surge in demand for EVs
https://www.thenationalnews.com/business/technology/2023/01/28/how-global-auto-industry-is-overwhelmed-by-surge-in-demand-for-evs/
2023-01-29 10:02 | Report Abuse
China currently dominates global EV production and domestic adoption of new energy vehicles is well advanced. The China Passenger Car Association expects sales of new energy cars, mainly EVs, to hit 8.5 million units this year, or 36% of all new sales.
2023-01-28 15:26 | Report Abuse
Key Inflation Gauge Cools Further, Paving Way for Smaller Fed Rate Hike
https://www.bloomberg.com/news/articles/2023-01-27/us-pce-inflation-cools-further-paving-way-for-smaller-fed-hike#xj4y7vzkg
2023-01-27 11:17 | Report Abuse
The US Hasn’t Noticed That China-Made Cars Are Taking Over the World
The country is poised to become the No. 2 exporter of passenger vehicles, surpassing the US and South Korea and risking new tensions with trading partners and rivals.
https://www.bloomberg.com/news/articles/2023-01-26/how-china-is-quietly-dominating-the-global-car-market#xj4y7vzkg
2023-01-26 17:56 | Report Abuse
Hang Seng Index Jumps to 11-Month High Boosted by Holiday Data
Hong Kong markets reopen after Lunar New Year holiday
Equities, yuan advance as data shows spending, tourism revival
https://www.bloomberg.com/news/articles/2023-01-26/china-stocks-rally-in-hong-kong-as-holiday-spending-recovers#xj4y7vzkg
2023-01-25 11:57 | Report Abuse
Debt-Limit Fight Risks Early End to Fed Quantitative Tightening
Fed has penciled in shrinking its bond portfolio into 2024
Economists see rising risk Fed will need to end its plan early
https://www.bloomberg.com/news/articles/2023-01-24/debt-limit-fight-risks-early-end-to-fed-quantitative-tightening#xj4y7vzkg
2023-01-24 19:50 | Report Abuse
Good News for Nvidia, AMD, and Qualcomm—Barclays Is Bullish on Chips Again
https://www.barrons.com/amp/articles/chips-semicondcutors-nvidia-amd-qualcomm-barclays-51674478427
2023-01-24 08:02 | Report Abuse
PHLX Semiconductor Index was up 5.01 percent yesterday.
https://www.marketwatch.com/investing/index/sox
2023-01-23 23:33 | Report Abuse
Yellen Sees ‘Very Helpful Signs’ on US Inflation Front
Supply-chain problems have ‘significantly’ eased: Yellen
https://www.bloomberg.com/news/articles/2023-01-23/yellen-sees-very-helpful-signs-on-us-inflation-front
2023-01-23 23:22 | Report Abuse
Yellen Sees ‘Very Helpful Signs’ on US Inflation Front
Supply-chain problems have ‘significantly’ eased: Yellen
Expects high rents inflation to fall back in mid-2023
https://www.bloomberg.com/news/articles/2023-01-23/yellen-sees-very-helpful-signs-on-us-inflation-front
2023-01-23 20:19 | Report Abuse
Taiwan Semiconductor Could Soar in 2023
Taiwan Semiconductor reported a strong outlook for 2023 in its most recent earnings call.
https://www.fool.com/investing/2023/01/22/taiwan-semiconductor-could-soar-in-2023/
2023-01-23 20:10 | Report Abuse
Oil prices rise on stronger China outlook
https://www.reuters.com/business/energy/oil-prices-fall-remain-buoyed-by-china-outlook-2023-01-23/
2023-01-23 08:22 | Report Abuse
https://www.bloomberg.com/news/articles/2023-01-22/bullish-calls-mount-as-asian-stocks-go-on-a-tear-in-the-new-year
Bullish Calls Mount as Asian Stocks Go On a Tear in the New Year
MSCI Asia Pacific Index has climbed 7.2% so far in January
Asia earnings upgrades are beating those of the US and Europe
2023-01-21 08:14 | Report Abuse
Stocks Bounce Thanks to Tech Rally, Fed Comments: Markets Wrap
Policy pretty close to sufficiently restrictive: Fed’s Waller
https://www.bloomberg.com/news/articles/2023-01-19/asian-stocks-set-for-mixed-open-after-us-stumbles-markets-wrap#xj4y7vzkg
2023-01-20 22:58 | Report Abuse
BofA Says Non-US Funds Shine as China Opening Fuels Capitulation
Investors added $12.7 billion to EM funds in a week: BofA
Investors are flocking to emerging market funds like never before, while European stocks have seen their first inflows in almost a year as optimism abounds around China’s reopening, Bank of America Corp. strategists said.
https://www.bloomberg.com/news/articles/2023-01-20/bofa-says-non-us-funds-shine-as-china-opening-fuels-capitulation?leadSource=uverify%20wall
2023-01-19 09:33 | Report Abuse
Fed’s Logan Indicates Support for Slower US Rate-Hike Pace
Favors keeping financial conditions restrictive as pace slows
Strong services inflation a symptom of an ‘overheated economy’
https://www.bloomberg.com/news/articles/2023-01-18/fed-s-logan-indicates-support-for-slower-us-rate-hike-pace
2023-01-18 07:32 | Report Abuse
Here's What's Likely To Drive Semiconductor Stocks In 2023
https://www.investors.com/news/technology/semiconductor-stocks-what-is-ahead-in-2023/
2023-01-17 23:15 | Report Abuse
Oil prices hit two-week highs on hopes of China demand rebound
2023-01-17 23:13 | Report Abuse
Nvidia, AMD Could Surge After Taiwan Semiconductor's Update
http://www.baystreet.ca/stockstowatch/14467/Nvidia-AMD-Could-Surge-After-Taiwan-Semiconductors-Update14467
2023-01-17 15:16 | Report Abuse
Goldman, UBS Join Bullish Bets on Global Assets as China Reopens
Chinese stocks, Thai baht and Asian equities have room to run
Oil and copper could rally further as Chinese demand returns
https://www.bloomberg.com/news/articles/2023-01-16/goldman-ubs-join-bullish-bets-on-global-assets-as-china-reopens?leadSource=uverify%20wall
2023-01-17 11:41 | Report Abuse
China’s Better-Than-Expected GDP Fuels Hopes for Rebound
https://www.bloomberg.com/news/articles/2023-01-17/china-economic-growth-slows-less-than-forecast-as-recovery-seen#xj4y7vzkg
2023-01-16 15:37 | Report Abuse
Tech’s Slump Camouflages a Rally Sweeping Across Most of S&P 500
About three-quarters of SPX is trading 20% or more above lows
Broad rebound is masked by megacaps like Apple and Microsoft
https://www.bloomberg.com/news/articles/2023-01-14/tech-s-slump-camouflages-a-rally-sweeping-across-most-of-s-p-500?leadSource=uverify%20wall
2023-01-16 09:31 | Report Abuse
Dazed and Exhausted Stock Buyers Can Finally Catch Their Breath
Options traders are pricing in smoother sailing than 2022
Cooler inflation, resilient economy drive second weekly gain
https://www.bloomberg.com/news/articles/2023-01-15/dazed-and-exhausted-stock-buyers-can-finally-catch-their-breath
2023-01-13 07:59 | Report Abuse
https://www.bloomberg.com/news/articles/2023-01-12/swaps-show-small-chance-that-fed-doesn-t-hike-in-march-at-all#xj4y7vzkg
Swaps Show Small Chance Fed Won’t Hike at All in March
2023-01-12 12:42 | Report Abuse
Goldman Sees $110 Oil by Third Quarter on Full China Reopening
Jeff Currie says commodity prices hinge on China’s reopening
Copper prices may climb to $11,500 a ton by end of 2023
https://www.bloomberg.com/news/articles/2023-01-11/goldman-sees-110-oil-by-third-quarter-on-full-china-reopening
2023-01-11 19:43 | Report Abuse
China has a $143bn semiconductor plan to beat US chip sanctions
Beijing is ready to pump cash into its chip industry to boost manufacturing capabilities and hit back against Washington's sanctions
https://flipboard.com/topic/beijing/-/a--A-rUisqQAOjCd86lsQTuw%3Aa%3A3553223609-%2F0?format=amp
2023-01-11 18:42 | Report Abuse
Global Funds Bolster China Forays as Market Outlook Brightens
Approvals accelerated near year end after Party congress
China’s policy shifts have lifted investor sentiment this year
https://www.bloomberg.com/news/articles/2023-01-11/global-funds-bolster-china-forays-as-market-outlook-brightens?leadSource=uverify%20wall
2023-01-11 18:33 | Report Abuse
Goldman Sachs: Oil Prices To Hit $105 On Solid Demand Growth
By Tsvetana Paraskova - Jan 10, 2023, 3:40 AM CST
Goldman Sachs believes solid demand growth could send Brent climbing to $105 by the fourth quarter of 2023.
China has now reopened its borders and allocated large crude oil import quotas to its refiners, supporting the thesis for strong demand growth.
Goldman Sachs believes the downside for oil markets is limited due to the ability of OPEC+ to intervene in oil markets.
2020-01-17 17:53 | Report Abuse
Ann Joo was up 4.10%...
2018-05-28 15:26 | Report Abuse
Kesm is a good buy. Best semiconductor stock. TP 19.80
2018-05-24 15:30 | Report Abuse
Kesm is a good buy. Undervalued semiconductor stock, US semiconductor index has been bullish.
2018-05-16 13:34 | Report Abuse
Buy Kesm. Its outlook is very good. Best semiconductor stock.
2018-05-08 11:58 | Report Abuse
Kesm is a good buy. The US semiconductor index has beenvery bullish. Its outlook is very good, Kesm is the best semiconductor stock.
2018-05-02 09:55 | Report Abuse
Kesm is a good buy. US semiconductor sales in Q1 were outstanding. Best semiconductor stock
2018-04-19 08:49 | Report Abuse
Kesm is a good buy. 30% upside potential. Oversold
2018-04-17 14:14 | Report Abuse
Kesm is a good buy. 20% upside potential, its outlook is very good. Best semiconductor stock
2018-04-13 15:50 | Report Abuse
Kesm is a good buy. 20 percent upside potential. US semiconductor index has been very bullish recently.
2018-04-09 14:28 | Report Abuse
Kesm is a good buy. After it plunged 20% due to a trade war concern, it is good to accumulate it.
2018-04-05 08:16 | Report Abuse
Buy Kesm today. It fell more than 17% yesterday due to fake local news about a trade war. Its is likely to rebound strongly today. Easy money.
2018-03-29 08:52 | Report Abuse
Kesm is a good buy. A good opportunity to buy due to a recent drop. CIMB's top pick. Its outlook is very good after tbe recent AMG
Stock: [MPI]: MALAYSIAN PACIFIC INDUSTRIES
2023-01-31 11:50 | Report Abuse
Chinese electric-vehicle giant BYD Co. said net income reached as high as 17 billion yuan ($2.5 billion) last year, an increase of as much as 458% from 2021, according to a preliminary filing to the Shenzhen Stock Exchange on Monday.