Underweight China & HK on fundamental market issues: Portfolio Manager
Michael Yoshikami of Destination Wealth Management explains why he is underweight emerging markets despite strong gains in the Indian and Japanese markets.
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Michael Yoshikami of Destination Wealth Management explains why he is underweight emerging markets despite strong gains in the Indian and Japanese markets.
Kathy Lien of BK Asset Management expects ‘significant’ unwinds in Yen carry trade in 2024 as the Bank of Japan is expected to tighten monetary policy while other major central banks are likely to cut rates.
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ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Sameer Goel of Deutsche Bank says in addition to more monetary easing from China’s central bank, and more fiscal measures are also needed to support the market and boost the economy.
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ServiceNow chairman and CEO Bill McDermott joins ‘Squawk on the Street’ to discuss the company’s quarterly earnings results, the impact of AI on the company, and more.
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Joni Teves, precious metals strategist at UBS, discusses its bullish call on gold and the outlook for the U.S. Federal Reserve’s monetary policy, saying UBS is “ahead of consensus.”