Tech stocks will face a difficult environment in the first half of 2023, analyst says
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Brent Thill of Jefferies says the worst-case scenario is that 2023 is a “total wash.”
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Bank of Japan’s yield curve control policy tweak is a step in the right direction, fund manager says
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Vikas Pershad of M&G Investments discusses the central bank’s yield curve control policy tweak and says “what we have gotten this week is a tacit acknowledgement from the BoJ that Japan’s dalliance with deflation is done.”
We recommend that investors have some gold in their portfolios, says Indian brokerage firm
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Nikhil Kamath, co-founder of Zerodha and True Beacon, says “gold as a hedge to inflation is an asset class I really like.”
Financial services firm names stock picks in Japan’s banking, insurance sectors
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Jesper Koll of Monex Group says that when it comes to mega banks, there are “only minute differences in the overall strategy.”
Our 2023 base case for Brent is $90, Dan Yergin says
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Dan Yergin of S&P Global says a real recession could lead oil prices to drop to around $70, while China’s reopening could lead them to surge to $121.
CNBC Stock World Cup: TSMC vs. Berkshire Hathaway — who wins?
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In CNBC’s Stock World Cup challenge, Margaret Patel of Allspring Global Investments gives her take on whether TSMC or Berkshire Hathaway is a better bet in giving investors a greater total return in the next year.
The next cycle in the oil market will be ‘pretty strong’: RBC Capital Markets
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Michael Tran of RBC Capital Markets says that supply is going to be “really tight” in the energy markets due to years of underinvestment. As a result, demand doesn’t have to be exceptionally strong in the next cycle — “it just can’t be weak,” he added.
Strategist explains why he thinks the Bank of Japan is committing a major policy error
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Amir Anvarzadeh of Asymmetric Advisors says the Bank of Japan’s decision to keep interest rates low is a “major policy error” which could be corrected as soon as Governor Haruhiko Kuroda leaves his post in April.
Oil prices could hit more than $100 per barrel in 2023, says UBS
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Giovanni Staunovo of UBS Global Wealth Management says the price cap on Russian oil will probably lower the country’s oil production.
China has entered a ‘new era’ of ties with the Middle East particularly in the last decade: Analyst
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Tuvia Gering of the Institute for National Security Studies says China has “become involved, across the board, in a large swath of very strategic areas, not just energy security.”