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Showing posts with the label US market outlook

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Market Daily Report: Bursa Malaysia Ends Higher On Blue-Chip Buying, Tracks Most Regional Markets

KUALA LUMPUR, July 31 (Bernama) -- Bursa Malaysia ended higher on Friday as investors continued to accumulate blue-chip stocks in line with stronger performances across most regional markets. At 5 pm, the FTSE Bursa Malaysia KLCI (FBM KLCI) rose 4.50 points to 1,724.90 from yesterday’s close of 1,720.40. The benchmark index opened 0.83 of a point higher at 1,721.23, and moved between 1,715.67 and 1,730.12 throughout the day. The broader market was positive with gainers outpacing losers 707 to 402, while 547 counters were unchanged, 1,085 untraded and 56 suspended. Turnover expanded to 3.03 billion units valued at RM3.56 billion from 2.49 billion units valued at RM2.25 billion on Thursday.
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East vs. West: How Investors View BABA, BIDU, and China's AI Developments

Key Takeaways North America remains skeptical  about China’s AI sector, while  Asian investors are going all-in . China’s AI boom fuels a $46 billion tech rally  domestically, despite concerns from global investors. Hedge funds profit from market volatility , while long-only emerging market (EM) funds double down on China. Valuation gaps widen:  Alibaba trades at  10x earnings , while  Nvidia sits at 32x . The US shifts its BTC reserve plan to a broader 'crypto reserve' , sparking mixed reactions. 1. The AI Divide: Silicon Valley vs. Shenzhen Western Investors Stay Skeptical: 62%  of US investors believe  China’s AI lags years behind  the US. 78% demand immediate returns  before committing capital. Only  22% believe AI can significantly move Chinese tech stocks . Asia Sees AI as China’s Next $1 Trillion Growth Driver: 93% of Chinese traders say AI is the biggest tech opportunity. "ROI takes a backseat to compute power." Investors fo...
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[CGS International Broker] Webinar: US Market Outlook

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Asian Equities Gain as Yen Stabilizes After Recent Drop

Asian stocks rose on Tuesday, led by Japanese and South Korean equities, while the yen steadied after weakening against the dollar over the past week. In contrast, Australian shares fell, and Chinese markets showed mixed performance in early trading. The S&P 500 futures slipped ahead of Wall Street’s reopening following the Labor Day holiday in the US. Key Highlights: Yen’s Stability Amid Interest Rate Divergence : The yen remained steady against the US dollar after a four-day decline. Mark Matthews of Julius Baer suggests that the Japanese currency will remain weak due to the significant interest rate differential between the US and Japan. While the Bank of Japan's policy rate is expected to be 0.5% by March next year, the US Federal Reserve's rate is anticipated to be around 4.5%, maintaining a substantial gap. Concerns Over China's Economic Performance : Traders are closely watching for signs of economic strain in China, where factory activity contracted for a fourth...
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