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01.01.26 - 16:48
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What Wall Street Expects in 2026 (Bloomberg)
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Every year, Wall Street's top minds — strategists, economists and portfolio managers — pack their best ideas into dense market outlooks, often running a hundred or more pages apiece. And every year, Bloomberg senior markets editor Sam Potter distills those outlooks to capture the consensus and identify who's breaking from the pack. On today's Big Take podcast, Sam joins host David Gura to discuss Wall Street's year ahead: from AI's continued dominance and the prospects for gold and bonds to Wall...
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01.01.26 - 09:42
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Why investors should remain bullish on Hong Kong, mainland stocks in 2026 (SCMP)
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Judging by investor sentiment in the final quarter of last year, the spectacular rally in mainland Chinese and Hong Kong equities is over. The CSI 300 index of Shanghai- and Shenzhen-listed stocks declined 0.2 per cent while the MSCI China Index fell by over 7 per cent. The Hang Seng Index, meanwhile, lost 4.5 per cent.
While most Wall Street banks remain bullish on Chinese stocks, some have turned more cautious. Morgan Stanley believes 2026 will be “a year of stabilization after 2025's high......
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