Portfolio manager names Chinese and European stocks promising 'strong returns' despite market uncertainty

• Stock market’s December performance in balance as ‘Santa Claus rally’ begins

  Stocks have seen a stellar 2024, but the S&P 500 is in danger of a rare December loss. It’s all riding on the so-called Santa Claus rally.
  
  MarketWatch - 1h

• All these market indicators point to stocks struggling during Trump’s presidency

  Keeping the ‘Trump trade’ going over the next four years looks like a tall order.
  
  MarketWatch - 7h

• Is the stock market open on Christmas Eve? Does the post office deliver mail?

  It’s the height of the holiday season, so expect schedule changes.
  
  MarketWatch - 11h

• Stock market will find it hard to rally unless the dollar and bonds calm down

  Stocks rose to kick off a holiday-shortened week on Monday, but the bond market and the U.S. dollar will likely need to cooperate for the equities rally to resume in smooth fashion.
  
  MarketWatch - 15h

• European markets open higher in shortened session ahead of Christmas; Novo Nordisk resumes recovery

  European stocks edged higher at the open on Tuesday.
  
  CNBC - 16h

• Asian stocks had a strong 2024 — but this market was the clear winner, thanks to a tech rally

  Taiwan was Asia's best-performing market in 2024, while South Korea was the worst.
  
  CNBC - 1d
• 

  German Christmas market attack offers far-right fertile ground despite suspect's support

  There is deep sadness in the city - and also anger directed at the government and migrants.
  
  BBC News - 1d

• Stock market ‘Santa Claus rally’ might get a late start this year

  The Santa Claus Rally could get off to a late start this year. But better late than never.
  
  MarketWatch - 1d

• Consumer confidence dented by stock-market worries and threat of Trump tariffs

  The consumer-confidence index fell to a three-month low in December.
  
  MarketWatch - 1d

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