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Latest News about Delivering Alpha
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China's pain threshold for tariffs is a 'lot lower' than U.S., says former Trump advisor
February 13, 2025
Tags
Foreign policy
Delivering Alpha
International trade
From
CNBC.com News
Bank stocks set to do 'pretty well' under Trump 2.0, investor says, naming his favorites
February 11, 2025
Tags
Markets
Investing
Investment strategy
From
CNBC.com News
Low expectations for China provide a big opportunity for returns, strategist says
February 10, 2025
Tags
Asia Economy
World News
Breaking News: Markets
From
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Look to India, Japan for ‘quality alpha' amid market uncertainty, investor says
February 07, 2025
Tags
Asia Markets
Economic events
Delivering Alpha
From
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Singapore's 10-fold rise in family offices is driving a philanthropic boom
February 06, 2025
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Environmental conservation and preservation
Bayan Resources Tbk PT
Asia News
From
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Trump to help spark a nuclear energy ‘renaissance,’ investor says
February 05, 2025
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Energy
Technology
Breaking News: Technology
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Asia's capital market needs a 'Taylor Swift' of IPOs to catalyze listings, venture capitalist says
February 04, 2025
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Tesla Inc
Market Outlook
Blackstone Inc
From
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Portfolio manager pours cold water on Nvidia's stock bounce back
January 28, 2025
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Delivering Alpha
Microsoft Corp
Breaking News: Technology
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Fund manager reveals what needs to change for her to invest in luxury stocks
January 14, 2025
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Kering SA
LVMH Moet Hennessy Louis Vuitton SE
CME Group Inc
From
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Indian stocks will benefit from the Trump 2.0 era, portfolio manager says
January 07, 2025
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Markets
Yum! Brands Inc
Asia News
From
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Portfolio manager names Chinese and European stocks promising 'strong returns' despite market uncertainty
December 24, 2024
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Spirax/Sarco Engineering PLC
AIA Group Ltd
Midea Group Co Ltd
From
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Reconsider investing in Europe with these 'very attractively priced' stocks, fund manager says
December 20, 2024
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BNP Paribas SA
Delivering Alpha
Associated British Foods PLC
From
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South Korea political turmoil presents investment opportunities, says U.S. investor
December 17, 2024
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Delivering Alpha
From
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New AI winners beyond Big Tech are set to emerge, UK fund manager predicts
December 13, 2024
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Delivering Alpha
Amphenol Corp
Broadcom Inc
From
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Buy Big Tech firms with exposure to emerging markets, says veteran investor Mark Mobius
November 29, 2024
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Breaking News: Markets
Meta Platforms Inc
NVIDIA Corp
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Portfolio manager says a 'healthy' correction could come if earnings and growth stall
November 22, 2024
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Economic events
Earnings
Asia Markets
From
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Asset manager says China's 'extreme valuations' look ideal for stock picking
November 15, 2024
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Stock markets
China Politics
Delivering Alpha
From
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David Einhorn says he has increased market bets on inflation since Trump's election
November 14, 2024
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Inflation
U/S/ Economy
Business
From
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Buying bonds when the Federal Reserve started cutting rate was a mistake that may soon get bigger
November 14, 2024
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Business
Business News
Hedge Funds
From
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Greenlight's David Einhorn says the markets are broken and getting worse
November 14, 2024
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Delivering Alpha
Greenlight Capital Re Ltd
Trader Talk
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Ben Affleck touts groundbreaking approach to bring actors and the business side together
November 13, 2024
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Business
Business News
Delivering Alpha
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David Einhorn is building new position in CNH Industrial, says agricultural play is 'cheap'
November 13, 2024
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Investment strategy
Business News
Delivering Alpha
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Nelson Peltz says postelection market rally won't last: 'There will be something that will upset it'
November 13, 2024
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Investment strategy
Breaking News: Economy
Investing
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Hedge funds performed better under Democratic presidents than Republican ones, history shows
November 12, 2024
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Delivering Alpha
U/S/ Markets
Wall Street
From
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David Einhorn to speak as priciest market in decades in his view gets even pricier postelection
November 12, 2024
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Asia Markets
Greenlight Capital Re Ltd
Breaking News: Business
From
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Investors say Trump is better for stocks, but are split on where the market is heading, CNBC survey shows
June 28, 2024
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Markets
Apple Inc
Investing
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Apollo's co-president said it is one of the few private equity firms OK with higher rates
June 07, 2024
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Breaking News: Business
Asia Markets
Wall Street
From
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Wall Street ponders what happens to booming private credit market when you-know-what hits the fan
May 24, 2024
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U/S/ Markets
JPMORGAN DRN
Delivering Alpha
From
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This is the level where the 10-year Treasury yield becomes a 'clear problem' for stocks, Goldman study shows
April 30, 2024
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Economic events
Government debt
Breaking News: Business
From
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Investors have faith in the Fed in 2024, see bank stock comeback, CNBC survey shows
December 28, 2023
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Markets
Breaking News: Markets
Microsoft Corp
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