Analysis

HONG KONG, March 18 (Reuters Breakingviews) - Chinese retail investors appear to be regaining some of their long-lost risk appetite in local stocks. That should be a welcome sign that efforts to restore confidence in the economy are finally having an impact. On closer look, however, the recent equit

TradingKey - PayPal is a leading digital payment platform that acts as an intermediary in the payment process, connecting merchants and consumers. Trusted brand with 434M users, 90M on Venmo, driving $1.68T TPV with strong cross-border reach.Boosted by e-commerce, mobile payments, emerging markets,

Faces consumer spending slowdown, regulatory pressures (e.g., UnionPay), BNPL/mobile payment competition, forex volatility, and Trump-led de-globalization risks.

March 18 - U.S. equity markets are facing severe headwinds in early 2025, while Chinese equities rally, leaving global investors – structurally underweight China since 2021 – scrambling to adjust. This divergence underscores a critical question: Are Chinese stocks an effective hedge against fading U

TradingKey - Occidental Petroleum Corporation (OXY.N) was founded in 1920 and is headquartered in Houston, Texas, USA.   The company has launched an asset divestiture plan to de - leverage. The growth in high - quality oil and gas production generates cash flow for debt repayment and dividend growth

TradingKey - Surging electricity demand driven by AI data centers, electrification, and industrial growth exacerbates US power market tightness. DeepSeek’s  efficiency gain may reduce per-unit power consumption, yet Jevons Paradox sustain long-term power demand resilience.

TradingKey - It has been a rough three weeks for investors in US stock markets. The S&P 500 Index took just 16 trading sessions to fall 10%, what is officially termed a “correction”. 

TradingKey - NVIDIA, the technology giant, has had a rocky start this year, grappling with concerns over the rise of DeepSeek and escalating tensions in U.S.-China trade relations. Year to date, NVDA's stock has declined by 10.5%.

Adobe (NASDAQ: ADBE) fell 13.9% on March 13 in response to its first-quarter fiscal 2025 results and full-year guidance.After tumbling 25.5% in 2024 despite a broader market rally, Adobe stock had been holding up well in 2025 and was even outperforming the tech sector. But the latest earnings...

SINGAPORE/HONG KONG, March 14 (Reuters) - As U.S. President Donald Trump's wide-ranging trade war rouses fears of recession, global investors have found an unlikely new sanctuary: Chinese equities.Hong Kong's benchmark Hang Seng Index .HSI - where many major Chinese companies are listed - is up...

Oracle (ORCL) reported revenue and earnings that fell short of the market expectations.Management expects the weak revenue growth to continue in the current quarter as well. Despite the weak results, there is some positive news.

TradingKey - One of those sectors is healthcare and one of the biggest healthcare companies around is Johnson & Johnson (NYSE: JNJ), a company that also pays a decent dividend to shareholders.

TradingKey - If you’re feeling uneasy about the recent market turbulence, you’re not alone. Wall Street markets have cratered and are now currently in correction territory. Uncertainty is running high and it’s easy to see this selling getting worse before it gets better. 

TradingKey - Adobe's Q1 results confirmed the resilience of its core business, but Investors expect Adobe to clarify its long-term path of AI Integration. The market is worried that AI tools(such as Canva and MidJourney) are weakening Adobe's pricing power. It is recommended that investors should...

HONG KONG, March 14 (Reuters Breakingviews) - BYD 002594.SZ, 1211.HK is getting too little credit from shareholders. Sure, the Chinese electric car maker’s stock has soared 70% over the past year. And last week buyers raced to snap up $5.6 billion of new shares the company sold in Hong Kong. Yet...

LONDON, March 13 (Reuters) - European asset managers are reconsidering their policies on investing in defence, under pressure from clients and some politicians to loosen restrictions and help fund the continent's race to re-arm.Under European Union rules, a number of funds badged as sustainable...

TradingKey - According to Bloomberg, this week Chinese authorities summoned Walmart officials due to the retailer pressuring some Chinese suppliers to lower prices in order to absorb the costs associated with U.S. tariffs. 

The current Wall Street sell-off has wiped out billions in market value, hammering tech giants, banks, and airlines while sending defensive stocks and overlooked companies higher. The S&P 500, after reaching a record high on February 19, has since dropped more than 9%, with the Nasdaq Composite sink

Warren Buffett, the 94-year-old chairman of Berkshire Hathaway, is the only major investor on Wall Street who isn’t losing money right now. While Elon Musk, Jeff Bezos, Mark Zuckerberg, Larry Page, Bill Gates, Larry Ellison, Bernard Arnault, and Michael Dell are seeing billions wiped from their port

March 12 (Reuters) - Semiconductor industry veteran Lip-Bu Tan is set to take the helm at chipmaker Intel INTC.O, inheriting a challenging legacy from his predecessor Pat Gelsinger. Intel, once the undisputed leader in chip manufacturing, has tasked Tan with reclaiming its lost dominance and restori