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Deep Dive: This fund manager goes his own way in China by looking beyond the trade spat

Baillie Gifford partner Richard Sneller also shares insights on Russia, Brazil, Argentina and rising demand for oil......»»

Category: topSource: marketwatchJun 18th, 2019

In One Chart: ‘The new normal’ — no fix to the trade war, says Bank of America chart

The Bank of America Merrill Lynch’s monthly fund manager survey released Tuesday showed that 43% of those surveyed believe the U.S.-China trade war “is the new normal.”.....»»

Category: topSource: marketwatchOct 15th, 2019

Hedge Fund and Insider Trading News: Kyle Bass, Cliff Asness, Crispin Odey, Tiger Management, Axsome Therapeutics Inc (AXSM), Alphabet Inc (GOOGL), and More

Kyle Bass: China Trade Pact Short of Real Reform would be ‘Dumbest Deal Trump has Ever Done’ (CNBC) Hedge fund manager Kyle Bass, a longtime Ch.....»»

Category: topSource: insidermonkeySep 30th, 2019

China sovereign fund CIC says cautious of U.S. investment amid trade war

China Investment Corp (CIC) reported a 37% dive in annual profit on Friday and said the ongoing Sino-U.S. trade war has made the Chinese sovereign wealth fund more cautious about investing in the United States......»»

Category: topSource: reutersSep 20th, 2019

These stocks look like safe bets in the US-China trade war

CNBC did a deep dive through the most recent Wall Street research to find stocks that analysts like amid the U.S.-China trade war......»»

Category: topSource: moneycentralAug 27th, 2019

Retail stocks rocked ahead of earnings, amid broad-market selloff

Retail stocks took a broad, deep dive in afternoon trading Monday, amid continued fears about the economic impact of the U.S.-China trade war and ahead of some key earnings reports due out later this week. The SPDR S&P Retail ETF sank 2.0%, with 73.....»»

Category: topSource: marketwatchAug 12th, 2019

Deep Dive: Weekend Roundup: Uber, Lyft and rising prices | Trade war becomes a currency war | Making money on China

Also, Ed Yardeni takes ‘Modern Monetary Theory’ to task......»»

Category: topSource: marketwatchAug 10th, 2019

Deep Dive: Here are Monday’s worst stock-market performers as U.S.-China trade dispute escalates

Apple posts the biggest decline among the Dow 30......»»

Category: topSource: marketwatchMay 13th, 2019

Deep Dive: Here are this week’s biggest stock-market losers as Trump’s trade war on China continues

DowDuPont leads the Dow lower, while chip stocks falter......»»

Category: topSource: marketwatchMay 9th, 2019

Deep Dive: Here are the biggest stock-market losers after Trump threatens more tariffs

China is still sending a trade delegation to Washington, but investors panicked Monday morning......»»

Category: topSource: marketwatchMay 6th, 2019

Deep Dive: These ‘global champions’ may be your best bet for long-term stock investing

Fund manager Brian Yacktman selects companies that can maintain sales growth and pricing power over many years......»»

Category: topSource: marketwatchApr 11th, 2019

Hedge fund manager: "There"s been a trade war with China since 2001"

Read full story for latest details......»»

Category: topSource: cnnApr 25th, 2018

Hedge fund manager Kyle Bass: "There"s been a trade war with China since 2001"

Read full story for latest details......»»

Category: topSource: moneyApr 25th, 2018

Deep Dive: These 3 cutting-edge stocks can sharpen your investment portfolio

Buffalo Discovery Fund manager taps companies with strong growth potential......»»

Category: topSource: marketwatchApr 23rd, 2018

IMF chief Lagarde warns trade system is at risk of being ‘torn apart’

Christine Lagarde, the head of the International Monetary Fund, has waded into the simmering trade spat between the U.S. and China to say governments should stay clear of protectionism or put the global economy at risk......»»

Category: topSource: marketwatchApr 11th, 2018

Deep Dive: Here’s a powerful argument for favoring value stocks over growth stocks

A fund manager that follows both strategies says a value strategy is working better now......»»

Category: topSource: marketwatchMay 2nd, 2018

Deep Dive: For stock market investors, there really is a great future in plastic

It’s about how, not where, people spend money, says fund manager Tom Plumb, who’s loaded up on Visa, Mastercard and Discover Financial Services......»»

Category: topSource: marketwatchMay 15th, 2018

Deep Dive: This outperforming fund manager ‘rents’ dividend stocks for a higher yield

Ben Lofthouse of Janus Henderson takes advantage of the timing of European companies’ dividend payouts......»»

Category: topSource: marketwatchMay 31st, 2018

Deep Dive: These 6 stocks help you build an anti-FAANG portfolio that will beat the ‘Amazon effect’

Ave Maria fund manager Brian Milligan says some retailers won’t be replaced by Amazon and other FAANG companies......»»

Category: topSource: marketwatchJun 11th, 2018

"Blow For Blow" US-China Trade Spat Expected To Become "War Of Attrition"

Every investor and fund on Wall Street is trying to discern where the blossoming trade dispute between the US and China will go next now that the first punches have finally been thrown. The US has alr.....»»

Category: blogSource: zerohedgeJun 18th, 2018

Deep Dive: Veteran manager of $19 billion Franklin dividend fund names six of his favorite stocks

Don Taylor takes a novel approach to dividend investing......»»

Category: topSource: marketwatchJul 13th, 2018