Big money managers name top investment ideas for Asia in 2024
Buy the yen, sell Japanese bonds, snap up Indian and Indonesian stocks: those are some of the top trades recommended by Asian fund managers for 2024.
Source: livemint.com
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Sensex: In Sensex's journey from 40k to 70k, these 7 index superstar stocks outshined; did you know?
These seven stocks have given more than 15% returns during each of the 10000-point rally Sensex saw from 40000 levels, and they are Titan Company, Sun Pharmaceutical Industries, ICICI Bank, Bharti Airtel, UltraTech Cement, JSW Steel, and Nestle India.
Harsha Upadhyaya Bharti Airtel Sun Pharma Morgan Stanley Titan Company Sun Pharmaceutical Industries
Source: indiatimes.com
india vs china: Global investors moving into India for first time; India to outperform China for fourth straight year: Jonathan Garner, Morgan Stanley
“Corporate return on equity in China has been falling relative to India and other emerging markets for some time. We would not recommend a contrarian shift back towards China; we would stay overweight India and we think India will outperform China for a fourth straight year next year which is unprecedented.”
Source: indiatimes.com
China stocks may post 6-8% upside over next 12 months on pivot to growth policies, Morgan Stanley says
China’s stocks will probably notch up mild gains in 2024, as policymakers’ efforts to spur growth will be partially offset by long-term structural challenges, particularly around debt and deflation, according to Morgan Stanley.
Source: scmp.com
Humboldt County starts new water year below average
October saw 2.09 inches of rain, just barely below the 2.31 30-year average. After sweeping rainfall, California is no longer in a drought, with only most of Siskiyou County considered abnormally dry.
Siskiyou County United States National Weather Service Office National Weather Service National Integrated Drought Information System North Coast
Source: times-standard.com
Up to 4 inches of rain expected in Northern California
Del Norte County will probably get the most rain, with the chance of debris flows in charred burn area. Sacramento and the lower Bay Area will see light precipitation.
Source: latimes.com
Up to 4 inches of rain expected in parts of Northern California this weekend
Del Norte County will probably get the most rain, with the chance of debris flows in charred burn area. Sacramento and the lower Bay Area will see light precipitation.
Source: yahoo.com
India most preferred EM market, South Korea downgraded: Morgan Stanley
India has been structurally outperforming MSCI EM by 45.5 percent, in dollar terms, from early 2021 until October 2022, and Garner expects this outperformance to continue.
South Korea United Arab Emirates Gulf Cooperation Council European Union Morgan Stanley Jonathan Garner
Source: moneycontrol.com
Threat of Smith River Complex reaching Gasquet declines daily
The Smith River Complex will see rainfall this weekend, but not before “near critical fire weather conditions” that will play out Wednesday with gusts of north winds blowing over the now 75,000 acre group of fires impacting Del Norte County. Governor Newsom proclaimed a state of emergency for the complex Tuesday, following a similar declaration from county officials on Aug. 18. The complex is at 7% containment.
Source: times-standard.com
Northern California wildfires: Threat of Smith River Complex reaching Gasquet declines daily
Governor Newsom proclaimed a state of emergency for the complex Tuesday, following a similar declaration from county officials on Aug. 18. The complex is at 7% containment.
Source: eastbaytimes.com