Investment Management
* UBS says Chinese regulators may lower entry barriers and add new trading options for mainland investors, triggering more capital inflow into Hong Kong market. Says Expect regulators to announce stock connect in 2Q and start program in 2H, probably in September or October. Sees ETFs, small-caps, derivatives becoming eligible for trading vs current 296 […]
* While catalysts may be forming for an April China stock rally, Nomura analysts are cautious and say its important to watch supply side reforms * Anticipate a shift towards a more defensive stance sometime later in April or May as investor concerns may reignite on NPLs, defaults, closure of “zombie” cos, Fed rate hike […]
* Morgan Stanley picks 13 stocks to profit from a deflationary scenario in China. Says deflationary pressures will persist for longer and will growth will also slow and debt to GDP ratios will remain on the rise * Kweichow Moutai, China Jushi, Harmonicare, Han’s Laser, 58.com, JD.com, Weibo Corp among stocks with overweight rating, pricing […]
* Bristol Myers’ anti PDI class cancer drug Opdivo had double the sales of Merck’s Keytruda in the fourth quarter. Opdivo is the key to the company’s success in 2016 and contributes to 38 percent of the Company’s revenue. On the back of Opdivo, net income is seen increasing to $8.4 billion in 2020 vs. […]
* As of Friday, shares of McDonald’s were up almost 40% from their August lows, powered by the company’s move to serve breakfast all day, which it announced in the summer of 2015. The all day breakfast concept has powered two quarters of positive same-store sales following three years of sales declines. Mcdonalds’ revenue has […]
Sign up our newsletter for FREE financial advice and investment tips delivered to your inbox on weekly basis.
Want to keep in touch with news from Blue Phoenix Financials? Subscribe to our RSS feed using by clicking on the button to the right, or subscribe to our newsletter by filling out the form below.