Author: aza slimene

Steven Oh of PineBridge Investments says that “narrow window really points toward … an April time frame.”

Brian Krawez of Scharf Investments shares his stock picks in the tech space.

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email John Lin, chief investment officer of China equities at AllianceBernstein, says “that’s really a bright spot. The bus makers, the forklift makers … are really doing quite well in that sort of export market.”

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Kei Okamura, senior vice president and portfolio manager at Neuberger Berman, says it’ll be a “pivotal moment for the Japanese economy [to] finally exit the last decades of deflation once and for all,” but it’ll be a “gradual process.”

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Hoe Ee Khor, chief economist at AMRO, says that’s partly because “we’re relatively optimistic about China’s growth this year. Unlike most analysts, our forecast for China is 5.3%.”

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Daniel Yoo, head of global asset allocation at Yuanta Securities, says “the [artificial intelligence] cycle is here to stay for at least … another two years.”

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Alessandro Gazzini, managing director and Indonesia country head at Alvarez & Marsal, says there’s a “polarization of performance” among companies, with the healthy ones “getting healthier, while the laggards are really struggling and growing in number.”