Traders eye Asia next leg in rally
As geopolitical risk from the Iran war recedes from headlines, hedge funds and asset managers are rotating into Asia equities, particularly South Korea (EWY now 14% of global equity ETF volume) and China, betting on stimulus and relative valuation upside after months of concentration in US tech and AI.
R- Yahoo FinanceBerkshire Hathaway Just Resumed Stock Buybacks After a Long Pause. Here's What It Signals.10h ago
- BloombergGoldman Sees Dollar Strength as Energy Shock to Keep Rates High
The dollar strength will build further over the near term as the energy-price shock will keep yields elevated as economic growth remains relatively resilient, according to Goldman Sachs Group.
22h ago - Yahoo FinanceGoldman Sachs says the S&P 500's run past 7,100 is 'froth' — a previous time Wall Street said that, a crash followed1d ago
- CNBC Top NewsBuy this drone stock as demand for unmanned aircrafts grows, Goldman Sachs says
The bank initiated coverage of the drone name with a buy rating.
1d ago - BloombergDefiant UK Prime Minister Starmer Tells Cabinet He's Staying | The Pulse 05/12/2026
"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops. Today's guests: Dubravko Lakos, JPMorgan, Head of Global Markets Strategy; Amanda Lynam, Goldman Sachs, Chief Credit Strategist; Henry Fernandez, MSCI, CEO; Sanjay Jhamna, JPMorgan, Head of Global Credit Trading. (Source: Bloomberg)
1d ago - Yahoo FinanceNvidia (NVDA) Draws Bullish Goldman Sachs Call Ahead of Earnings1d ago
- Yahoo FinanceBerkshire Hathaway Just Upped Its Stake in Sumitomo Stock. Greg Abel Says It’s Holding for the Long Term.1d ago
- Yahoo FinanceGoldman Sees Limited Upside for Dr. Reddy’s Laboratories Limited (RDY) Amid Generic Drug Concerns2d ago
Related coverage
More about $HSI
- Alibaba and Tencent disappoint on AI payoff despite heavy investment·Tech & AI
- Iran War Accelerates EM Capital Outflows, Currency Debasement·FX
- Asian stocks stumble as macro headwinds intensify·Equities APAC
- NVIDIA Jensen Huang signals openness to China amid Trump summit·Tech & AI
- Trump-Xi Beijing talks raise US-China dealmaking hopes·Equities US