Analysts have a neutral view of Alibaba (BABA) going into 2022. They see revenue across all business lines slowing from pandemic levels. But growth rates are still strong, and new business lines are just in their infancy. The negativity among analysts is palatable. Longer term, they maybe overdone.
COP26 hits Glasgow ushering in a chance for governments to change corporate rules on environmental policies. Accounting standards are one area of focus. Main issues include reducing emissions (adoption of EVs and reduction of coal industries), deforestation, diet change, and new tech for emerging markets. Clean Energy Tech ETF (ICLN) looks interesting as US small Read more ➝
China turns around, Brazil swoons, Crypto ETFs launch – all as November rolls in and starts off the bullish season
Retirees search for dividends, enduring low returns while risking running our of money. Managing withdrawals can extend and grow retirement savings.
China and inflation news headlines sent markets lower in September. Seasonality changes for the better in October.
Lithium prices are set to rise over the next decade. We have previously discussed Albemarle (ALB) and Sociedad Química y Minera (SQM) as main beneficiaries of this trend. We review these again during this week’s Live Facebook chat. Other metals, like iron ore and palladium look to have peaked recently after strong runs. Chinese PMI Read more ➝
Powell stays dovish, GS likes biotech, and Evergrande blows up.
Chinese stocks have been pounded lately as Xi puts pressure on companies to provide funding for socially beneficial projects. Arm twisting seems at play, as wealthy businessmen kowtow to politicians. Emerging markets face inflation as natural disasters, COVID and supply chain issues fuel shortages. Dividend ETFs always generate attention. We compare $DVY to owning the Read more ➝
As part of the US infrastructure bill, EV charging stations will get some government support. Its not enough, and private investment will lead the development of a huge network of EV charging ports.
China has had a pretty tough time of it recently, in terms of market performance. We think that this might provide for some opportunities to buy at prices that are more fair value than recent.
Macroeconomic charts say industrials will do well. China and US push limits and fears of trade wars and currency problems. Oil remains strong, as seasonality supports more large cap strength.