Strategists on how to weather the market storm

A trader works on the floor of the New York Stock Exchange (NYSE), June 27, 2022. Brendan McDermid | Reuters The first half of 2022 was historically dismal for global stock markets, and strategists think there are dark clouds on the horizon and some way to go before the storm blows over. The S&P 500 … Read more

Global companies poised for more buybacks

Share buybacks are on the rise, according to Goldman Sachs, with the investment bank naming a raft of European companies that it thinks are ready to accelerate the pace of shareholder returns. Share buybacks, also known as share repurchases, are when a company buys back its own shares from the stock market. This boosts the … Read more

Banks name the under-the-radar global stocks set to outperform a volatile market

HSBC produced a list of its "most attractive" buy-rated stocks, while JPMorgan identified other "pockets of opportunity" in the market.

Investment banks say it’s time to get back into China, with Goldman naming 10 top stocks

China’s reopening after weeks of big-city lockdowns is “enticing” investors, according to HSBC, while Goldman Sachs has named a raft of stocks it says are at attractive valuations. Both Shanghai and Beijing have started to relax their Covid restrictions after weeks of strict lockdowns. This opening-up – combined with soaring government investment and plummeting stock … Read more

Investors await Australian central bank rate decision

We see the RBA lifting rates at 25bp to 0.60%. The RBA’s guidance for rates in May set up a string of ‘business as usual’ 25bp rises in our view … Tapas Strickland economist, National Australia Bank Over in South Korea, the Kospi fell 1.17%. Australia’s S & P / ASX 200 declined 0.89%. The … Read more

Banks pick their favorite battery stocks and Goldman Sachs loves one

Goldman Sachs loves one EV stock for its battery innovation – and it also makes the bank’s conviction list of top buy-rated stocks. While HSBC named its favorite companies in energy storage, which is one of its “top conviction” themes. Chinese electric vehicle (EV) firm BYD is buy-rated by Goldman for its innovation in batteries, … Read more

Goldman Sachs Asia stock picks for rising rates, recession risk, strong dollar

Goldman Sachs’ Asia strategists say markets are facing a “troubling triad” of rising rates, recession risk and dollar strength – but they expect some stocks to benefit. Here are some of their buy-rated picks, a number of which are on Goldman’s conviction list. “Asian regional markets are off to one of the worst starts in … Read more

Don’t panic? Strategists give reasons to stay invested despite market turmoil

Global stocks have endured a bruising week, and a difficult year so far, but some strategists believe the recent sell-off is unlikely to pave the way for a market capitulation. The S&P 500 closed Monday’s trade down more than 16% since the beginning of the year, and almost 12% in the second quarter alone. The … Read more

HSBC thinks these global energy stocks could be winners — and gives one upside of over 100%

HSBC says a "generational shift" in energy policy could be on the horizon— and names the stocks it thinks could benefit.

Activision Blizzard, Bilibili, Moody’s and more

Take a look at some of the biggest movers in the premarket: Activision Blizzard (ATVI) – Activision shares jumped 2.7% in premarket trading after Warren Buffett told the Berkshire annual meeting that the company had increased its stake in the videogame maker. Bilibili (BILI) – The China-based online gaming company’s stock slid 4.2% in the … Read more