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Hedge Funds Have Never Been More Bullish On Keysight Technologies Inc (KEYS)

Is Keysight Technologies Inc (NYSE:KEYS) a good place to invest some of your money right now? We can gain invaluable insight to help us answer that question by studying the investment trends of top investors, who employ world-class Ivy League graduates, who are given immense resources and industry contacts to put their financial expertise to […] …read more […]

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Hedge Funds Are Souring On Mercadolibre Inc (MELI)

We are still in an overall bull market and many stocks that smart money investors were piling into surged through November 22nd. Among them, Facebook and Microsoft ranked among the top 3 picks and these stocks gained 52% and 49% respectively. Hedge funds’ top 3 stock picks returned 39.1% this year and beat the S&P […] …read more […]

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Hedge Funds Have Never Been This Bullish On Dominion Energy, Inc. (D)

Based on the fact that hedge funds have collectively under-performed the market for several years, it would be easy to assume that their stock picks simply aren’t very good. However, our research shows this not to be the case. In fact, when it comes to their very top picks collectively, they show a strong ability […] …read more […]

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Hedge Funds Have Never Been This Bullish On HEICO Corporation (HEI)

A whopping number of 13F filings filed with U.S. Securities and Exchange Commission has been processed by Insider Monkey so that individual investors can look at the overall hedge fund sentiment towards the stocks included in their watchlists. These freshly-submitted public filings disclose money managers’ equity positions as of the end of the three-month period […] …read more […]

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Is Altria Group Inc (MO) A Good Stock To Buy?

After several tireless days we have finished crunching the numbers from nearly 750 13F filings issued by the elite hedge funds and other investment firms that we track at Insider Monkey, which disclosed those firms’ equity portfolios as of September 30th. The results of that effort will be put on display in this article, as […] …read more […]

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Hedge Funds Have Never Been This Bullish On The Allstate Corporation (ALL)

How do you pick the next stock to invest in? One way would be to spend days of research browsing through thousands of publicly traded companies. However, an easier way is to look at the stocks that smart money investors are collectively bullish on. Hedge funds and other institutional investors usually invest large amounts of […] …read more […]

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Asia Stocks Set for Gains on Last Day of Month: Markets Wrap

(Bloomberg) — Stocks in Asia looked set to nudge higher on the final trading day of November with a lack of fresh drivers due to the U.S. holiday.Futures in Japan, Hong Kong and Australia all pointed to modest gains. U.S. equity and bond markets were shut Thursday for Thanksgiving, while European shares slipped. Oil climbed as OPEC+ signaled it will stick with existing output cuts at next week’s meeting. The dollar was little changed.Traders in Seoul will be watching out for commentary from the Bank of Korea, which is expected to keep its policy rate unchanged.Investors continue to wait for …read more […]

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China’s Financial Warning Signs Are Flashing Almost Everywhere

(Bloomberg) — From rural bank runs to surging consumer indebtedness and an unprecedented bond restructuring, mounting signs of financial stress in China are putting the nation’s policy makers to the test.Xi Jinping’s government faces an increasingly difficult balancing act as it tries to support the world’s second-largest economy without encouraging moral hazard and reckless spending. While authorities have so far been reluctant to rescue troubled borrowers and ramp up stimulus, the costs of maintaining that stance are rising as defaults increase and China’s slowdown deepens.Policy makers are attempting to do the “minimum necessary to keep the economy on the rails,” …read more […]

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Japanese Hybrids Are Beating the Slump in China’s Car Market

(Bloomberg) — China’s once-in-a-generation car slump is hobbling carmakers around the globe that placed their bets on what is the world’s biggest auto market. But one group is weathering the slowdown unscathed: Japan.Iconic car companies like Toyota Motor Corp. and Honda Motor Co. are increasing sales in a market that has fallen almost every month since June 2018. They’re doing it by targeting what’s proven to be a sweet spot in the faltering market — demand for hybrid gasoline-electric cars. Japanese automakers are leaders in the technology, which appeals to Chinese consumers keen to heed the government push toward new-energy …read more […]

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$145 Billion Korea Wealth Fund Turns Defensive to Shield Returns

(Bloomberg) — Explore what’s moving the global economy in the new season of the Stephanomics podcast. Subscribe via Apple Podcast, Spotify or Pocket Cast.South Korea’s $145 billion sovereign wealth fund, burned by the sudden shift to market pessimism late in 2018, plans to add to its allocation of bonds and cut shares globally to protect double-digit returns this year.Korea Investment Corp., which was founded in 2005 to invest some of the nation’s foreign-exchange reserves offshore, is turning “slightly defensive” Choi Heenam, its chief executive officer, said in an interview with Bloomberg News.The fund, known as KIC, is echoing a trend …read more […]

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Markets Show U.S. Gaining Upper Hand Over China in Trade War

(Bloomberg) — The U.S. is starting to overtake China in the trade war, at least in financial markets.Treasuries have held on to this year’s rally, the dollar remains strong despite three interest-rate cuts and U.S. stocks have been notching a string of records. Meanwhile, Chinese shares, the yuan and the country’s government bonds have recently struggled to find momentum.The outperformance has been especially notable in the past months, with the S&P 500 Index trading at its priciest multiple ever relative to the Shanghai Composite Index.It highlights the diverging forces driving sentiment in the countries’ financial markets: the Federal Reserve’s dovish …read more […]