Trading Ideas

(Bloomberg) — Chinese investors snapped up every blockchain-related stock in sight after President Xi Jinping said Beijing wants to speed up development of the technology.The gains were widespread Monday, with Insigma Technology Co. and Sinodata Co. among more than 60 tech shares surging by the daily limit in Shanghai and Shenzhen. The excitement coincided with a 26% rally in Bitcoin, and also boosted stocks with more tenuous connections to blockchain, like baby-food producer Beingmate Co. and selfie-app developer Meitu Inc.Xi said China will increase investment in blockchain technology after chairing a study session last week on developing the industry, state-owned …read more […]

Bob Dudley became the CEO of BP p.l.c. (LON:BP.) in 2010. This report will, first, examine the CEO compensation levels… …read more […]

Is Ørsted A/S (CPH:ORSTED) a good dividend stock? How can we tell? Dividend paying companies with growing earnings can… …read more […]

(Bloomberg Opinion) — HSBC Holdings Plc will need more than a nip and a tuck if it’s to ease Chairman Mark Tucker’s envy of his JPMorgan Chase & Co. counterpart Jamie Dimon.Tucker told managers recently that more than 30% of HSBC’s capital was generating returns of less than 1% and singled out the American bank as a template to emulate. At roughly $2.75 trillion in total assets, the rivals are similar in size. Yet under Chairman and CEO Dimon, JPMorgan ekes out 1.3% on assets while Europe’s largest lender routinely struggles to garner even half as much.The latest period was …read more […]

Oct.28 — LVMH has offered to buy Tiffany and Co. for about $14.5B, according to Bloomberg sources. Tiffany is said to be evaluating the bid by the French group which already owns LVMH and Givenchy. Bloomberg’s Jinshan Hong reports on “Bloomberg Markets: Asia.” …read more […]

Oct.28 — Masja Zandbergen, head of ESG integration at Robeco, discusses sustainable investing, buy-in from companies and where she’s seeing the biggest opportunities. She speaks on “Bloomberg Markets: Asia.” …read more […]

(Bloomberg) — Taylor Swift will headline Alibaba’s Singles’ Day next month in Shanghai, turning her considerable star wattage on the world’s largest annual online shopping spree.By most measures the biggest recording star on the planet, Swift is the highest-profile act to feature at Alibaba Group Holding Ltd.’s Nov. 11 extravaganza since its inception over a decade ago. She joins celebrities from Chinese singer G.E.M. to Japanese voice actress Kana Hanazawa in Shanghai mere months after wrapping a similar Prime Day celebration for Amazon.com Inc.Alibaba co-opted Singles’ Day — an unofficial campus holiday for the unattached — and turned it into …read more […]

(Bloomberg) — For European Central Bank President Mario Draghi, the battle to save the euro may be over, but for investors the risk of a continued slump in the currency persists.The euro has fallen more than 3% so far this year and the top forecaster in Bloomberg surveys predicts it will slide as much again to $1.07 by the end of 2019. State Street Global Advisors, Millennium Global Investments and Henderson Rowe are among funds seeing little on the radar to make it worth buying, given the region’s struggling economy and global trade tensions.“The euro is a big short position …read more […]

Oct.28 — Jeffrey Halley, Asia-Pacific senior market analyst at Oanda, discusses the election in Argentina, their move to tighten currency controls and his outlook for the peso. He speaks on “Bloomberg Markets: Asia.” …read more […]

Oct.28 — Jeffrey Halley, Asia-Pacific senior market analyst at Oanda, discusses the election in Argentina, their move to tighten currency controls and his outlook for the peso. He speaks on “Bloomberg Markets: Asia.” …read more […]

Oct.27 — Opposition candidate Alberto Fernandez swept Argentina’s presidential election on Sunday, ousting pro-market incumbent Mauricio Macri. Bloomberg’s Carolina Millan reports on “Bloomberg Markets: Asia.” …read more […]

(Bloomberg) — Argentina’s investors are keenly watching for leading candidate Alberto Fernandez’s next steps after the results of Sunday’s presidential election were tighter than expected.Fernandez won the race for the country’s top job, with 48% of the vote, above the 45-point threshold needed to win outright. But with 91% of votes counted, the big surprise of the night was that incumbent President Mauricio Macri narrowed Fernandez’s margin of victory to seven points from a 16-point gap in an August primary.Analysts and investors are now watching for two key items as they prepare for the market reaction come Monday morning. First, …read more […]

The latest 13F reporting period has come and gone, and Insider Monkey is again at the forefront when it comes to making use of this gold mine of data. We at Insider Monkey have gone over 730 13F filings that hedge funds and well-known value investors are required to file by the SEC. The 13F […] …read more […]

Oct.27 — Richard Pan, head of international business and managing director at China Asset Management Co., discusses Chinese A-Shares and where he sees opportunity. He speaks on “Bloomberg Markets: China Open.” …read more […]

Although the masses and most of the financial media blame hedge funds for their exorbitant fee structure and disappointing performance, these investors have proved to have great stock picking abilities over the years (that’s why their assets under management continue to swell). We believe hedge fund sentiment should serve as a crucial tool of an […] …read more […]