BTC iShares China Large-Cap ETF
Latest BTC iShares China Large-Cap ETF News and Updates
Company & Industry Overviews Assessing Ericsson’s Challenges and Opportunities in Its Networks Business
Ericsson (ERIC) has estimated that the RAN (radio access network) market will decline in the medium term and be flat by 2020.Fund Managers Why Gorman Doesn’t Think Bitcoin Deserves So Much Attention
James Gorman thinks that investment in bitcoin could be risky.Financials James Gorman Says China ‘Is a Gift to the World Economic Growth’
James Gorman, chair and CEO of Morgan Stanley (MS), shared his view on China (FXI) (YINN) in an interview with CNBC.Macroeconomic Analysis China’s Retail Sales Fell Last Week: Will That Affect Growth?
According to a report provided by the National Bureau of Statistics of China, on a yearly basis, China’s retail sales rose 10% in October compared to a 10.3% rise in September 2017.Macroeconomic Analysis A Look at Key Economic Indicators Released Last Week
In this series, we’ll take a look at US inflation, US retail sales, and China’s retail sales for October 2017. We’ll also analyze some economic indexes and the Eurozone’s consumer confidence in November 2017.Macroeconomic Analysis China’s Services PMI Improved: Is the Economy Back on Track?
According to data provided by Markit Economics, the Caixin China Services PMI (purchasing managers’ index) improved in October 2017 from its 21-month low in September.Consumer Walmart: Segments’ Sales Trends in Fiscal 2018
During the last reported quarter, the Walmart U.S. segment’s sales rose 3.3% year-over-year to $78.7 billion, reflecting a 1.8% increase in comps.Macroeconomic Analysis What Led to the Rise in the US Trade Deficit in September?
The latest report was released on November 3 and indicated that the goods and services deficit was $43.5 billion in September, or $0.7 billion higher than in August.Macroeconomic Analysis Key Insight into Japan’s Manufacturing PMI in October
Japan’s manufacturing PMI stood at 52.8 in October 2017, compared with 52.90 in September 2017, and beat the preliminary market estimation of 52.5.Macroeconomic Analysis Does China’s Consumer Confidence Signal Better Conditions?
According to a report provided by the National Bureau of Statistics of China, the consumer confidence index for China stood at 114.7 in August 2017 compared to 114.6 in July.Macroeconomic Analysis China’s Inflation Is Improving: Are Consumers More Selective?
According to a report provided by the National Bureau of Statistics of China, China’s inflation index improved 0.50% in September 2017 compared to a 0.40% rise in August 2017.Macroeconomic Analysis China’s GDP at 6.8% in 3Q17: What’s Affecting Economic Growth?
China’s GDP grew at an annualized rate of 6.8% in 3Q17 and met the market expectation. The economy expanded at an annualized rate of 6.9% in the first two quarters of 2017.Materials Alcoa Continues Its Rally as China Keeps Its Commitment
China exported 370,000 metric tons of unwrought aluminum in September, compared to 410,000 metric tons in August.Fund Managers What’s the IMF’s View on Tax Reform?
According to the IMF (International Monetary Fund), a moderate progressive tax system may not negatively impact economic growth in developed economies (SPY) (EZU).Macroeconomic Analysis Does China’s Gradual Economic Growth Support Emerging Nations?
China (FXI) (YINN) is an important emerging nation. The gradual improvement in its economic growth is a positive sign both for emerging nations (EEM) and developed nations (EFA).Macroeconomic Analysis China’s Manufacturing PMI Indicated Stronger Business Climate
China’s manufacturing activity improved sharply in August 2017.Financials Goldman Sachs Increased JD.com’s Target Price to $56
Goldman Sachs (GS) has a positive outlook on JD.com (JD).Company & Industry Overviews Why Tencent’s Growth Story Is Not Over
Tencent posts record earnings and revenue Tencent Holdings (TCEHY), China’s biggest gaming and social media company by revenue, reported its fiscal 2Q17 results on Wednesday, August 16. The Shenzhen-based company beat forecasts and reported its best-ever quarterly results. Its strong results were driven by higher income from its popular Honor of Kings mobile game, triple-digit growth […]Company & Industry Overviews How Micron Is Benefitting from the Favorable DRAM Market Environment
Micron Technology (MU) is the third-largest DRAM (dynamic random access memory) manufacturer in the world, after Samsung (SSNLF) and SK Hynix.Company & Industry Overviews NVIDIA Seeks to Continue Its Strong Gaming Revenue Growth in Fiscal 2018
NVIDIA’s gaming revenues rose 49% year-over-year to ~$1.0 billion in fiscal 1Q18, driven by strong demand for Pascal GPUs.Macroeconomic Analysis Global Manufacturing Activity Picks Up the Pace in July 2017
In this series, we’ll look at the performance of global (ACWI) manufacturing indexes and manufacturing activity in emerging markets.Macroeconomic Analysis South Korea’s Business Confidence Remains Steady in July 2017
Business confidence in the manufacturing sector in South Korea (EWY) has remained stable at 78 in July 2017.Earnings Report What Drives Success for Comcast’s Universal Studios
Comcast’s franchise-focused strategy In the first part of this series, we looked at how Comcast’s (CMCSA) fiscal 2Q17 results were strongly driven by the company’s filmed entertainment and theme parks businesses. In this part of the series, we’ll look at the key factors that are driving Comcast’s filmed entertainment business. Comcast’s filmed entertainment business is […]Real Insights Why Investors Need Not Worry Over the Asian Rally
Asian equities have seen a sharp rally in 2017 due to attractive valuations and upward earnings potential.Real Insights An Asian Rally Will Likely Hinge on This
Although Asian markets have outperformed most of the other regions this year, their performance over the past few years has remained sluggish overall.Real Insights Will North Korea Undermine Broader Asian Markets?
Under Kim Jong-Un, North Korea has adopted a more aggressive stance toward its regional adversaries, fueling unprecedented tension in the region.Real Insights Is It Time to Focus on Asian Markets?
Asian nations (AAXJ) are experiencing a continuation of the economic recovery that has been going on for a couple of quarters now.Industrials Will China’s Rebound in Manufacturing Activity Continue in 2017?
Manufacturing activity in China expanded in June 2017 compared to its fall in May. Chinese manufacturing activity is showing a mixed outlook for economic growth in 2017.Earnings Report How Will Apple Perform in China in Fiscal 3Q17?
Apple’s (AAPL) revenue in Greater China fell 14% YoY (year-over-year) from $12.5 billion in fiscal 2Q16 to $10.7 billion in fiscal 2Q17.Macroeconomic Analysis Did China’s Imports Rise on Its Structural Shift in June 2017?
China’s (FXI) imports rose to $153.8 billion in June 2017, a 17.2% rise year-over-year (or YoY) and a 2% rise month-over-month.Macroeconomic Analysis Chinese Exports Rose in June 2017 on Improving Global Demand
Chinese (FXI) exports stood at $196.6 billion in June 2017, a rise of 11.3% year-over-year basis and a rise of 8.7% month-over-month.Macroeconomic Analysis Will China Continue to a See Steady Rise in Inflation in 2017?
Inflation in China was on a steady rise in June 2017, in line with the market’s expectation. China’s (MCHI) consumer prices rose 1.5% year-over-year in June 2017.Macroeconomic Analysis China’s GDP Growth Surprises the Market Once Again in 2Q17
China’s economy surprised the markets when it rose 6.9% year-over-year (or YoY) in 2Q17. This rise was the economy’s biggest in the last six consecutive quarters.Macroeconomic Analysis Inside Malaysia’s Rising Trade Surplus in May
Malaysia’s (EWM) trade performance in May 2017 appeared to benefit from improved global (ACWI) trade.Macroeconomic Analysis Improved Global Trade Supports Indonesia’s Economy
Several external factors are expected to impact Indonesia’s economy in 2017. The US government’s protectionist stance is expected to influence global trade.Fund Managers James Gorman Says the Global Economy Is Doing Well: Why?
Gorman believes the global economy is doing well in the present scenario. However, lower volatility is a major concern.Company & Industry Overviews Why China Is Becoming an Important Market for Disney
Popularity of English-language content in China Media companies in the United States (SPY) are increasingly looking at the Chinese (FXI) market as Hollywood movies become popular there. However, there have also been concerns about box office success in the country. On June 27, The Wall Street Journal reported, citing an unknown source, that the six […]Company & Industry Overviews What Are GoPro’s Major Markets?
Growth in international business One of GoPro’s (GPRO) key priorities is to grow its international business over the next few quarters. In 1Q17, GoPro generated over 60% of revenue from international markets. GoPro opened its first international sales office in Europe in 2014. Japan and China drive international revenue in 1Q17 GoPro’s revenue from Japan […]Macroeconomic Analysis How Political Instability Affected Brazil’s Stock Performance in May 2017
The International Monetary Fund is projecting 0.5% growth in Brazil’s GDP output in 2017, according to its April 2017 outlook report.Macroeconomic Analysis A Look at China’s Manufacturing Activity in 2017
China’s (FXI) economic activity slowed down in May 2017 as the country’s manufacturing activity touched its 11-month low.Company & Industry Overviews What Can Explain Apple’s Fluctuating Smartphone Ranking?
In the last two quarters, Apple and Samsung have swapped positions in terms of market leadership. Samsung, with its mix of premium and budget handsets, usually tops its competitors.Real Insights Substantial Asia Exposure Could Improve Risk-Adjusted Returns
A higher allocation to Asia could certainly provide diversification benefits to investors while enhancing their risk-adjusted returns.Real Insights Why Investors Should Consider Core Asian Funds
The EAFE Index provides exposure to slow-growing developed markets while disregarding Asia’s fast-growing markets (FXI) (INDA).Real Insights What’s behind Asia’s High Total Factor Productivity Growth?
Total factor productivity measures increases in overall output due to technological advancement without an increase in inputs.Real Insights What’s Driving Asia’s Growth?
For the last three decades, Asia has posted higher economic growth than any other region of the world.Real Insights A Look at Asia’s Continuing Rise
Asian economies’ rapid urbanization is notable. A shift is expected to unfold in the next few decades, which should boost development and business growth.Company & Industry Overviews Understanding Disney’s Digital Distribution Strategy for ESPN
Disney (DIS) has been looking more and more at the distribution of its content in digital format—specifically for ESPN.Miscellaneous Analyzing China’s Aluminum Production Data
China produced ~2.76 million metric tons of aluminum in April—a YoY increase of 7.6%. Its production has risen 12.0% YoY in the first four months of 2017.Macroeconomic Analysis A Look at India’s Trade Gap and Its Economic Impact
India’s trade gap increased 173.5% on a year-over-year basis to ~$13.3 billion in April 2017, beating the market’s expectations of an ~$12.8 billion gap.Earnings Report Apple’s 2Q17 Revenue from China Fell 14% from Fierce Competition
Apple’s (AAPL) revenue from Greater China, which includes China, Hong Kong, and Taiwan, fell 14.0% YoY.