Recent Posts

Low expectations for China are big opportunity for returns: strategist

China is poised for economic stimulus and major structural changes that will set corporates up for strong returns, according to Andrew Swan, head of Asia (ex-Japan) equities at Man Group. “The sentiment around the China market obviously has been pretty poor, not just recently, but for some time now. I think investors are ignoring some of these positive developments,” Swan …

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McDonald’s (MCD) Q4 2024 earnings

McDonald’s on Monday reported disappointing quarterly revenue, dragged down by weaker-than-expected sales at its U.S. restaurants following an E. coli outbreak just weeks into the quarter. Shares of the company fell less than 1% in premarket trading. Here’s what the company reported compared with what Wall Street was expecting, based on a survey of analysts by LSEG: Earnings per share: …

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Global winners and losers of Trump’s steel and aluminum tariffs

An employee stands at a blast furnace. In November, Thyssenkrupp Steel announced that the number of jobs in the steel sector would be reduced by 11,000 to 16,000 within six years.  Picture Alliance | Picture Alliance | Getty Images U.S. President Donald Trump on Sunday told reporters that he planned to announce new 25% tariffs on Monday, targeting imports of …

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