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26.06.26 - 22:01
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Stock Valuations Should Worry Investors: Cohen (Bloomberg)
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Abby Joseph Cohen, professor at Columbia Business School, joins Lisa Mateo and Tom Keene on "Bloomberg Money." Lofty stock prices may be hiding risks investors should be paying more attention to, especially in the labor market, according to Abby Joseph Cohen, the former Goldman Sachs partner and now Columbia Business School professor. (Source: Bloomberg)...
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26.06.26 - 11:36
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Goldman: Could Make Sense to Diversify Away From Chipmakers (Bloomberg)
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Christian Mueller-Glissmann, managing director for portfolio strategy and asset allocation at Goldman Sachs, discusses the tech selloff and why he thinks it could make sense to diversify away from semiconductor makers and lean more toward hyperscalers. "These are incredibly cyclical companies," Mueller-Glissmann tells Bloomberg Television. "So to some extent, it could make sense to diversify a bit away from them." (Source: Bloomberg)...
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26.06.26 - 08:30
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As Chinese EVs expand global footprint, banks raise export forecasts (SCMP)
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Spurred by the rising popularity of electric vehicles (EVs), Chinese carmakers are consolidating their foothold in the global auto market, prompting international banks like Goldman Sachs to significantly raise their export forecasts.
Buoyant overseas shipments have also effectively created a cushion against falling domestic deliveries and an expected overall sales decline for Chinese automotive groups including BYD and Xpeng, analysts said.
“China's new-energy vehicle exports have been......
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