FirstFT: Success of Chinese rival to ChatGPT triggers global stock market sell-off
Read more at Financial Times
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Chinese tech stocks gain despite Wall Street sell-off
Financial Times - 20m -
DeepSeek sell-off shows the risks of a concentrated US stock market
Should investors turn to equally weighted index products?Financial Times - 13h -
DeepSeek tech sell-off is a reminder of the risks of a concentrated US stock market
Should investors turn to equally weighted index products?Financial Times - 13h -
FirstFT: Trump renews tariff threats sending shockwaves through global markets
Also in today’s newsletter, Panama responds to Trump’s threat to take back the Panama Canal and Ray Dalio on UK’s ‘debt death spiral’Financial Times - 6d -
A stock market sell signal’s been turned off. The market’s more sober.
Fund-manager cash levels are rising, one of a number of indicators showing that last year’s frothy market conditions have subsided and that sentiment has become more sober, Bank of America ...MarketWatch - Jan. 17 -
U.S. stocks dominated global markets in 2024 — why they likely won’t in 2025
The U.S. stock market remained the envy of the world in 2024, extending its outperformance against international peers and claiming an even bigger slice of the multitrillion-dollar global equity ...MarketWatch - Jan. 7 -
Netflix’s stock is still a sell and looks ‘overvalued in a momentum market’
Netflix Inc.’s stock was flat Friday after Benchmark analysts reiterated their sell rating on the stock even as they raised their price target by 30%, arguing that it’s looking overvalued in a ...MarketWatch - Jan. 3 -
Chinese stock market slump deepens with bond yields hitting record lows as PBOC reportedly signals rate cuts
Economic data on tap appeared thin on Friday, while investors in Asia continue to assess China's monetary easing policy, political chaos in South Korea.CNBC - Jan. 3
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FirstFT: Breakthrough by China’s DeepSeek sparks market rout
Also in today’s newsletter, Vanke’s crisis reignite fears for China’s property sector, and Tesla sues EU over tariffs on EVs from ChinaFinancial Times - 4h -
Robert Kennedy allies fear he is losing US Senate support
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