Asia Pacific: Analysts Like India, Japan And Vietnam

🌏 🌏 Analysts predict that India, Japan and Vietnam will be the best positioned markets in Asia-Pacific for the first half of 2024
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Morgan Stanley Sees Higher For Longer Then Deep Cuts

🇺🇸 🇺🇸 Morgan Stanley says Federal Reserve will hold rates higher for longer, but then cut deeper
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GIC Caught In Signa Saga

🇸🇬 🇸🇬 Saudi Arabia’s Public Investment Fund and Singapore’s GIC Pte are among the investors listed as holders of riskier equity-like instruments issued by Signa’s luxury real estate unit, now caught up in insolvency proceedings in Austria
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Paris CRE Deals Plunge

🇫🇷 🇫🇷 Investments in Paris commercial real estate continued to fall in the fourth quarter of 2023, bringing yearly volumes to their lowest level since the global financial crisis
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Trump—Never Say Never

🚨 🚨 Two-thirds of Republican voters say they trust Donald Trump more than any other GOP presidential candidate to manage the US economy, according to an FT-Michigan Ross survey
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US Office Building Prices Plunge

🇺🇸 🇺🇸 Office building prices in the US are down ~40% from their peak just over 2 years ago. Over the last year, office building prices are down a massive ~30%
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An “Underpriced” Balance Sheet

🚨 🚨 Morgan Stanley has turned bullish on a stock that climbed 37% in 2023 and likes the company’s “underlevered” balance sheet and “room for multiple expansion.” The company is well positioned for capital return in 2024 and beyond
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Look Beyond The Flash

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Ford: Top Pick-Up Truck

🛻 🛻 At 750,789 units sold, Ford Motor’s F-Series pickups, which include the F-150 and its larger siblings, led the industry for the 42nd consecutive year
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Boeing: A Fine Mess [Again]

✈️ ✈️ The grounding of Boeing Co.’s 737 Max 9 quickly gathered pace, with carriers from the US to Panama to Turkey pulling the model from service for inspections after a fuselage section on a brand-new Alaska Airlines jet blew out during flight
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