Asian equities attract largest inflows in 7 years as cenbanks shift monetary policy
By Gaurav Dogra and Patturaja Murugaboopathy (Reuters) – Asian equities attracted their biggest inflows in seven years in 2023, encouraged by major central banks’ deceleration in rate hikes to prioritize economic stimulation…
Japanese investors slow investments in overseas bonds and equities in Oct
(Reuters) – Japanese investments in foreign bonds and equities slowed in October, influenced by higher U.S. bond yields and a depreciating yen, data from Japan’s Ministry of Finance showed. According to the…
Foreign investors trickle back into Asian equities on hopes of Fed rate cycle peak
By Gaurav Dogra (Reuters) – Foreign investors are tiptoeing back into Asian equities in November, reversing a trend of heavy selling over the past three months, as easing concerns over aggressive interest…
Analysis-Growing Italy risk puts equities at deepest discount in 35 years
By Joice Alves and Danilo Masoni LONDON/MILAN (Reuters) – Italian stocks are trading at their deepest discount in 35 years compared to world shares as investors fret over the fiscal outlook in…
Macro hedge funds turn bearish on equities – Barclays
NEW YORK (Reuters) – Global macro hedge funds are now bearish on equities, leaving behind bullish bets which were part of their strategy for most of the year, while commodity trend advisers…
Foreign outflows rock Asian equities in September amid rate concerns
By Gaurav Dogra (Reuters) – Asian equities suffered massive foreign outflows in September, hit by worries about interest rates remaining higher for a prolonged period in the United States and a surge…
Hedge funds boost bearish bets on US equities amid market jitters
By Carolina Mandl NEW YORK (Reuters) – Hedge funds increased their bearish bets mainly on U.S. stocks last week when the major stock indexes plunged, Goldman Sachs showed in a report. The…
HSBC hires eight former Credit Suisse bankers to global equities unit
LONDON (Reuters) – HSBC has hired eight former Credit Suisse traders and sales personnel to its global equities business, the bank said in a statement on Tuesday, as it seeks to expand…
US retail investors add equities, while hedge funds trim exposure
By Carolina Mandl NEW YORK (Reuters) – Retail investors bought roughly $7 billion of equities last week, showing a near record appetite for shares since 2016, while U.S. hedge funds trimmed their…
Investors pour into equities to ‘chase the bull’, says BofA
By Samuel Indyk LONDON (Reuters) – Investors bought stocks and took money out of cash funds in the week to Wednesday, as individual investor sentiment hit a 19-month high, BofA Global Research…
Co-head of electronic equities at BNP Paribas leaving for a rival -sources
LONDON (Reuters) – Torsten Schoeneborn, global co-head of electronic equities and portfolio trading at BNP Paribas, is leaving the firm for another bank, two sources with knowledge of the matter told Reuters…
China reopening, earnings rebound to boost North Asian equities -investors
By Anisha Sircar and Divya Chowdhury (Reuters) – Equity markets in North Asia will outperform the broader region this year, buoyed by China’s reopening and a post-pandemic recovery-led earnings rebound, investors and…
Asian equities receive biggest foreign inflows in three months
By Gaurav Dogra (Reuters) – Foreigners turned net buyers of Asian stocks in April, bolstered by rising expectations the U.S. Federal Reserve will pause its aggressive tightening cycle, and by other factors…
Goldman Sachs reshuffles equities unit executives after top trader Montesano’s exit
(Reuters) – Goldman Sachs Group Inc on Wednesday announced a slew of changes to leadership in its equity trading division following the retirement of its top equity trader Joe Montesano last month,…
JPMorgan cranks up equities “underweight” after market rout
LONDON (Reuters) – JPMorgan’s strategists ratcheted up the investment bank’s “underweight” recommendation on equities on Wednesday and urged switching into cash following the market rout caused by Silicon Valley Bank’s collapse. In…
JPMorgan names Keith Canton as head of Americas Equities Capital Markets
(Reuters) – JPMorgan Chase & Co has named Keith Canton as the new head of Americas Equities Capital Markets (ECM) group, an internal memo seen by Reuters showed on Wednesday. Canton replaces…
Most Asian equities see outflows in Feb as rate-hike jitters weigh
By Gaurav Dogra (Reuters) – Most emerging Asia ex-China equity markets witnessed foreign outflows in February as strong U.S. economic data stirred worries that the Federal Reserve would keep interest rates higher…
Exclusive-Bridgewater raises new fund strategy less dependent on equities
By Carolina Mandl NEW YORK (Reuters) – Bridgewater Associates has raised at least $800 million in recent months for a new fund strategy, regulatory filings show, an additional offering that comes as…
Goldman Sachs raises emerging markets equities forecast
(Reuters) – Goldman Sachs on Thursday revised its forecast for emerging market equities upwards as it sees the developing world benefiting from the reopening of China’s borders, improving European growth prospects and…
Hedge funds in 2022 post worst performance since 2018, dragged down by equities -HFR data
By Carolina Mandl NEW YORK (Reuters) – Hedge funds last year posted their worst performance since 2018, mainly dragged down by equities as portfolio managers struggled to place their bets amid market…
Equities, bonds ETFs drew in near-record amounts of cash in 2022: BlackRock
By Lucy Raitano LONDON (Reuters) – Investors ploughed $867 billion into ETPs (exchange-traded products) in 2022, the second biggest inflow after 2021’s record $1.29 trillion, despite a hugely volatile market environment, data…
Citigroup cuts U.S. stocks to ‘underweight’, favours European equities in 2023
(Reuters) – Citigroup analysts turned “underweight” on U.S. equities on recession fears but were bullish on European stocks, saying much of the pessimism was already priced-in. The U.S. bank upgraded its view…
Tiger Global pauses investments in Chinese equities – WSJ
(Reuters) – Tiger Global Management has paused investing in Chinese equities, as it reassesses its exposure to the country after President Xi Jinping’s cemented his grip on power, the Wall Street Journal…
Asian equities receive meagre inflows in October amid recession worries
By Gaurav Dogra (Reuters) – Asian equities saw meagre inflows in October after massive selling in the previous month, and analysts expect fears of a global recession and a stronger U.S. dollar…
Greek banks overlooked but on bumpy road to re-rating -Eurobank Equities
ATHENS (Reuters) – Rising interest rates will provide a significant tailwind to Greek bank earnings this year and the next, Eurobank Equities said on Thursday, rating Alpha Bank, National Bank and Piraeus…
Citi expects global equities to rally 18% by end-2023
(Reuters) – Citigroup is expecting global equities to rise about 18% from now through the end of 2023, saying beaten down valuations from a relentless selloff this year may attract investors, although…
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