Foreign Funds Return To China Stocks

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🇨🇳 🇨🇳 Foreign funds are returning to Chinese and Hong Kong stocks, though whether this is a tactical rebound or a more sustainable re-rating remains under debate. Bank of America Securities said the worst in terms of fund outflows has passed, while UBS Group AG strategists said earnings for mainland-listed stocks have likely bottomed in the first quarter

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Malaysians Listen Up

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🇲🇾 🇲🇾 Malaysians: If you had invested 10K Ringgit in the S&P 500 ETF (SPY) on 23 Oct 2023, you would have made 3K USD As Of Friday, 3 April

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UBS Is Bullish On Nvidia

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🚨 🚨 UBS Is Bullish On Nvidia: “We are taking our CY25 revenue/EPS estimates ~20% higher to ~$175B/~$41 (Street ~$136B/~$30), driven almost entirely by changes to our mix assumptions for Blackwell (BW) as it has become evident to us based on numerous inputs from the supply chain that composition/mix for BW is shaping up to be much richer than Hopper”

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Berkshire: The Dynamics Have Changed

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🚨 🚨 Berkshire Hathaway Inc. is a gigantic conglomerate that owns a bunch of boring businesses outright and has big stakes in a few arguably less-boring ones. Subtract Buffett, and you have an event that we doubt many people will want to travel to Omaha for. The Dynamics have changed: Buffett confessed he knew nothing about Artificial Intelligence which has become the biggest thing since Microsoft took over ChatGPT

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Weather Derivatives Are Surging

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☀️ 🌧️ Against a backdrop of rising climate volatility and social shifts, demand for weather derivatives is surging. Average trading volumes for listed products jumped more than 260% in 2023, according to the CME Group, with the number of outstanding contracts currently 48% higher than a year ago

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India: Do Not Miss The Bull Run

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🇮🇳 🇮🇳 After ten years of >10% annualized total returns, India is now the fifth largest equity market in the world, with a market capitalization exceeding $4 trillion. Profit From A Portfolio Of Offshore India ETFs and make 20% per trade. Talk To Us Now

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Buffett: AI Scammimg Will Be A Big Industry

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‼️ ‼️ Buffett: AI Scamming Will Be A Big Industry: “When you think about the potential for scamming people … if I was interested in investing in scamming, it’s gonna be the growth industry of all time and it’s enabled, in a way” by AI, Warren Buffett says

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Buffett Got It Wrong

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🚨 🚨 BREAKING: Buffett Got It Wrong: Warren Buffett’s Berkshire Hathaway cut Apple investment by about 13% in the first quarter

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Berkshire Does It Again

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🚨 🚨 BREAKING: Berkshire Hathaway Q1 operating earnings of $11.22B. Net earnings attributable to Berkshire shareholders of $12.70B

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The Stock Market Has 10% Upside

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🚨 🚨 Many money managers and market strategists are optimistic that U.S. equities will continue to climb. They see April’s pullback as a healthy pause after several strong quarters, and a prelude to further stock market gains

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