EM stocks could surge. Here’s why

EM stocks could surge. Here’s why

Investing.com — Emerging market equities are primed for a strong rally, according to a recent note from Alpine Macro.  Several key factors, including a cyclical profit upswing, policy easing, and undervaluation,…
Can the ongoing Q3 season derail AI growth story?

Can the ongoing Q3 season derail AI growth story?

Investing.com — The ongoing Q3 earnings season has introduced uncertainty into the tech sector, but it is unlikely to derail the broader AI growth story, according to UBS. While a…
What is the current state of the US consumer

What is the current state of the US consumer

Investing.com — The current state of the US consumer remains healthy, Barclays said Wednesday, citing findings from its cross-sector analysis for Q4 2024. Entering Q4 2024, consumers have largely benefited from…
This time is not different for China, Wells Fargo says

This time is not different for China, Wells Fargo says

Investing.com — Wells Fargo analysts expressed their skepticism regarding the recent high-profile policy announcements from China, suggesting in a recent note that the measures taken are unlikely to have a significant…