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Equity Investors

All articles tagged with #equity investors

financeeconomics1 year ago•4 min saved

"China's Two Sessions: Key Points for Traders and Investors"

China's equity investors are closely watching the upcoming National People’s Congress meeting for signals on fiscal stimulus, regulatory treatment of companies, and policy priorities. Key focus areas include property relief measures, tech industry policies, state and private firms' valuations, consumer demand, and potential capital market reforms. The meeting comes as China's stock market shows signs of recovery, with the CSI 300 Index heading for a third consecutive week of gains despite recent data showing a contraction in factory activity.

via Yahoo Finance|

#capital-market-reform #china #equity-investors

finance2 years ago•4 min saved

Decoding the Yield Curve: Insights on the Business Cycle and Stock Market from a Strategist

Chief economist and market strategist Michael Darda at Roth MKM warns that equity investors should not dismiss the predictive power of the yield curve inversion. Darda's analysis of seven decades of yield curve history shows that the inversion has preceded recessions by an average of 14 months, with a range of seven to 25 months. He cautions against assuming a "soft landing" for the U.S. economy and advises investors to be wary of post-inversion equity rallies, as they have historically been completely reversed before subsequent recessions or bear markets.

via MarketWatch|

#business-cycle #equity-investors #finance

finance2 years ago•5 min saved

Bank of America Holds the Key to $11 Trillion Market Questions

The equity market's ability to reach fresh highs without the support of mega technology stocks, known as the "Magnificent 7," is a major concern for investors. These seven stocks, including Apple, Alphabet, Amazon, Meta, Microsoft, Nvidia, and Tesla, have contributed 73% of the S&P 500 gains in the first half of 2023. Bank of America strategist Savita Subramanian highlights five key questions for investors to consider: the causes of market concentration, the differences between today's Big Tech and previous bubbles, important catalysts to watch for, the risks of saturation and changing competitive landscapes, and how to navigate these risks by looking beyond the Magnificent 7 and considering other equity opportunities.

via MarketWatch|

#bank-of-america #big-tech #concentration-risk