May 2023 - Commentary
Interest rates might remain elevated for some time as inflation drags along. A series of broader systemic issues such as the ongoing banking crisis in the U.S.A., uncertainties related to the war in Ukraine and the re-start of the Chinese economy weight on some major companies in Europe and abroad.
Go Deeper (2 min read)The ESG Joyride?
On Tuesday, Florida Governor Ron DeSantis signed a bill that prohibits state officials from using public funds for environmental, social, and governance (ESG) initiatives, as well as ESG bond sales.
Go Deeper (3 min read)Tech Giants Tout AI Investments
Microsoft and Google's Q2 results show slow sales growth despite their promises of AI investment and the launch of generative AI products. The companies have emphasized the potential of AI, particularly in natural language processing, to usher in a new era of computing.
Go Deeper (2 min read)Apple Bets Big On India
Apple CEO Tim Cook has been optimistic about India for years, and now the tech giant is expanding its footprint in the country while reducing its reliance on China.
Go Deeper (2 min read)April 2023 - Commentary
Today, we're happy to share the 47 U.S., Canadian, European and Japanese stocks that meet all our growth, value, quality requirements.
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U.S. Dollar Could Drop Another 15%
On Tuesday, data showed that U.S. job openings in February had dropped to their lowest level in almost two years, indicating that higher rates were starting to impact the labor market.
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China's Manufacturing Loses Momentum
China's manufacturing industry, which accounts for one-third of the world's second-largest economy, lost momentum in March due to weak export orders, hindering the country's economic recovery from COVID-19 restrictions.
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Demographics Responsible for U.S. Labor Force Shortfall
New research suggests that demographic and other trends existing prior to the COVID-19 pandemic are responsible for most of the remaining shortfall in U.S. labor force participation.
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Alibaba Announces Major Restructuring Plans
On Tuesday, Alibaba Group announced its plans to divide into six units, with most of them seeking fundraisings or listings, in its largest restructuring in its 24-year history
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HindenBurg Tackles Square
Hindenburg Research has announced that it holds short positions in Block Inc and has accused the payments company, led by Twitter co-founder Jack Dorsey, of inflating its user numbers and understating its customer acquisition costs.
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Dollar Falls As The Fed Appears More Cautious
On Thursday, the US dollar was on track to experience its longest losing streak in two-and-a-half years after the Federal Reserve hinted that it may end interest rate hikes, which investors believe are no longer necessary.
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