On this episode of The Long View, Sudarshan Murthy, co-portfolio manager on all GQG investment strategies, discusses the ...
Attention is on the impact China will bear from tariff hikes, especially among manufacturers and exporters. Beijing on Friday hinted at its intention to retaliate, with the state broadcaster saying in ...
We think GM's earnings potential is excellent because the company has a healthy North American unit and a nearly mature finance arm with GM Financial. Moving hourly workers' retiree healthcare to a ...
Weak risk appetite amid mounting trade tensions weighed on sentiment across the base-metal sector, said ANZ. However, expectations that the Trump administration will announce a copper-specific levy in ...
JL Mag Rare-Earth is the world’s largest producer of high-performance rare earth permanent magnets, or REPMs, according to Frost & Sullivan. The company started producing high-performance NdFeB PMs ...
U.S. stock futures slipped Sunday, ahead of a slate of wide-ranging new tariffs scheduled for this week and after President Donald Trump said he "couldn't care less" if foreign automakers raise prices ...
Oil supplies fell by 3.3 million barrels to 433.6 million in the week ended March 21, below analysts expectations that inventories would rise by 1 million barrels. The activist investor has pushed the ...
It's been a month since OPEC+ said it will go ahead and gradually unwind its voluntary production cuts starting on April 1, but threats to global supplies have helped prices recover their losses in ...
Aside from utilizing operating cash inflow, we think Longfor will ramp up long-term onshore financing through pledging more commercial properties and issuing new bonds. Although we are concerned that ...
The Bank of Korea in February lowered its growth forecast for the country this year, cutting its base rate to support the sagging economy. It now expects South Korea's gross domestic product to expand ...
CRG’s balance sheet is healthy given its strong operating cash flow. The firm has been increasing its dividend payout ratio to 53% in 2024 from 30% in 2016, which we think is a right move to reward ...
The move comes just weeks after Beijing pledged to issue half a trillion yuan of special treasury bonds to strengthen capital at the country's biggest state lenders. The finance ministry said Monday ...