Trading Ideas

Essentially no progress has been made on curbing global carbon emissions since Swedish climate activist Greta Thunberg rose to prominence in 2018, she said on Tuesday at the World Economic Forum in Davos, Switzerland, just hours before President Donald Trump was set to address the conference. …read more […]

Just because a business does not make any money, does not mean that the stock will go down. By way of example, Aurinia… …read more […]

Successful people in business share the best advice they’ve ever received. …read more […]

Jan.21 — Chew Shou Zi, chief financial officer and senior VP and president of international at Xiaomi, discusses the company’s global supply chain and launching 5G technology in China. He speaks with Bloomberg’s Haslinda Amin at the World Economic Forum’s annual meeting in Davos, Switzerland on “Bloomberg Markets: European Open.” (Corrects guest’s title to CFO in headline.) …read more […]

Risk and reward are two of the most commonly used words in investing. The two are symbiotic and complement each other perfectly. Where there is more risk, the reward is likely to be more abundant. Of course, the equation works the other way too: less risk, probably less reward.The thesis is simple: a company such as Google is likely a pretty safe place for an investment. But with a market cap of $1 trillion, how much value can the company add to its share price? On the other hand, investing in a fledgling biotech with life-changing treatments in the pipeline …read more […]

Jan.21 — John Riady, chief executive officer at Lippo Karawaci, discusses economic growth in Indonesia. He speaks with Bloomberg’s Haslinda Amin at the World Economic Forum’s annual meeting in Davos, Switzerland on “Bloomberg Markets: European Open.” …read more […]

(Bloomberg Opinion) — In Israel, the 75th anniversary of the liberation of the Auschwitz concentration camp will be marked by somber speeches, moments of silence, the attendance of many world leaders and the notable absence of one: Polish President Andrzej Duda.His absence at the Jan. 23 commemoration is more than just a diplomatic oversight. It has angered senior members of President Donald Trump’s administration and widened a rift between Poland and Israel. U.S. officials tell me that they fear the event itself will be seen as a victory for the Kremlin, which in recent years has sought to push propaganda …read more […]

Jan.20 — Tim Moe, chief Asia-Pacific equity strategist at Goldman Sachs, discusses the risk-off mood in Asian markets and his outlook for markets in Hong Kong. He speaks with Bloomberg’s Stephen Engle on “Bloomberg Markets: Asia” from the sidelines of the Goldman Sachs Global Macro Conference Asia Pacific in Hong Kong. …read more […]

(Bloomberg) — Terms of Trade is a daily newsletter that untangles a world embroiled in trade wars. Sign up here. Taiwan’s Pegatron Corp. plans to set up production facilities in Vietnam, according to people familiar with the matter, becoming the latest Apple Inc. assembly partner to establish a presence in the Southeast Asian nation as they diversify beyond China.Taipei-listed Pegatron is looking for a site to build a brand new facility in the north of the country, according to people familiar with the matter who asked not to be identified discussing private plans. It already has rented a separate facility …read more […]

(Bloomberg) — Financial markets saw a flight from risk in Asia trading Tuesday amid growing concern about the outbreak of a virus originating in central China.Risk assets from Hong Kong and Chinese stocks to the Korean won tumbled, while havens such as the yen and Treasuries climbed following reports that multiple medical workers have been infected by the virus and the death count grew to four people. The moves come as hundreds of millions of Chinese prepared to travel across the country and globally for the Lunar New Year and a day after Moody’s Investors Service downgraded Hong Kong by …read more […]

Jan.20 — Marcos Chan, head of research for the Greater Bay Area & Hong Kong at CBRE, discusses Hong Kong’s commercial real estate sector and how the Mystery China virus could impact the market. He speaks on “Bloomberg Markets: Asia.” …read more […]

(Bloomberg) — U.S. stock index futures slid as concerns over the spread of a SARS-like virus from central China damped demand for equities. S&P 500 Index futures contracts expiring in March fell as much as 0.5% after multiple medical workers were reported to have been infected. Dow Jones Industrial Average contracts were down 0.3% while those on the Nasdaq 100 retreated 0.5%. U.S. markets were closed Monday for Martin Luther King Jr. Day.Asian Tourism, Consumer Stocks Slip Amid Concern of Virus ImpactAsian stocks tumbled as risk-off sentiment roiled markets and spurred a flight to quality across assets. Gold and the …read more […]

(Bloomberg) — A virus outbreak in China is sending shockwaves through the country’s stock market, denting what had been growing enthusiasm toward shares.Consumer shares led losses in the FTSE China A50 Index of large caps Tuesday, which was set for its biggest drop in almost five months. Investors also sold crowd favorites such as liquor makers Wuliangye Yibin Co. and Kweichow Moutai Co., while travel operator China International Travel Service Corp. fell 3.5%. The offshore yuan slid as much as 0.5%, briefly trading on the weak side of 6.9 per dollar.The declines come just days before China celebrates the Lunar …read more […]

(Bloomberg) — China’s financial opening could be a classic case of be careful what you wish for.The opportunity of making inroads in the world’s second-largest economy is prompting the likes of Goldman Sachs Group Inc. and JPMorgan Chase & Co. to detail expansions that some estimate will see $1 trillion plowed into China. Plans to throw open the $45 trillion market were expedited last week after China said it will hasten the entry for securities firms, rating companies and credit-card providers as part of a trade deal with the U.S.Yet, a bevy of hurdles still promise to complicate the efforts …read more […]

The more you delve into the details of China’s commitment to buy an additional $52.4 billion in U.S. energy over the next two years, the more it becomes apparent the goal is unachievable, even with the best will in the world. As part of the “Phase 1” trade truce between Beijing and Washington, China undertook to buy energy over and above a $9.1 billion baseline of U.S. imports in 2017, with a split of an extra $18.5 billion in 2020 and $33.9 billion in 2021. In practical terms this means China’s imports from the United States this year …read more […]