China's BYD Guides for Strong Earnings in Move to Shore Up Market Confidence
BYD forecast strong first-quarter earnings in a rare early guidance, a move aimed at restoring confidence among investors after U.S. President Trump's reciprocal tariff plan sent China's stock markets ...
3i Group Pauses Sale of Applaws Cat-Food Maker on U.S. Tariffs, Bloomberg Says, Citing Sources
--London-listed international investment manager 3i Group has halted the planned sale of Applaws cat food maker MPM while it weighs the impact of President Trump's tariffs, Bloomberg reports citing ...
Investors: Don’t Fall Prey to ‘Environmental Uncertainty’ As Tariffs Roil the Market—Try This Instead
As familiar as you may be with the age-old investing rule of waiting out market volatility, it’s hard to stay calm and “do ...
Indonesia Maintains Deficit Target, Warns of Tariff Hit to Exports
The U.S.'s announcement of a 32% tariff on Indonesian goods has added to the pressure, fueling concerns about a slowdown in Southeast Asia's largest economy, which relies on exports for around 20% of ...
Holcim's Amrize Completes $3.4 Billion Bond Offering
Holcim's Amrize business late Monday said it completed a $3.4 billion bond offering. The Swiss building materials company's North American business is expected to spin off by the end of the first half ...
News Highlights: Top Company News of the Day - Tuesday at 1 AM ET
Shares of UnitedHealth, Humana, and CVS Health were rising after the federal government announced an increase in Medicare Advantage payments. Levi Strauss said fiscal first-quarter revenue rose, ...
Indonesian Stocks, Rupiah Slide as Markets Digest Tariff Shock
Indonesian stocks tumbled as local markets reopened after the week-long Eid holidays, catching up to the declines in global equities since President Trump announced sweeping tariffs last week. The ...
US Stock Market Outlook: From ‘Priced to Perfection’ to Time to Buy
In our 2025 US Stock Market Outlook, we noted that the market entered the year trading at a rare premium to a composite of ...
Tariffs Raise Consumer Demand and Industrial Production Risks for Packaging Producers
President Donald Trump announced a wide array of tariffs on all US imports. For packaging producers, we see heightened risks ...
Major Asian Markets Rebound After Sharp Selloff — Update
Major Asian stock markets rebounded Tuesday morning, with Japan leading gains, following a sharp selloff caused by fears around U.S. tariffs. Japan's Nikkei Stock Average was recently 6.1% higher on ...
This Time, It Really Is the Tariffs
Last month, I published “ Selloff.” At the time, the claim was correct. Until last week, President Donald Trump appeared ...
GQG Does Not Possess an Economic Moat; Reversion to Mean on Flows Expected
Selling only listed equities also exposes GQG to competition from passive investments. Index funds and ETFs are today capable of mimicking an active portfolio, or even outperforming a benchmark, by ...