Weizhen Tan

Oct 22, 2024 | cnbc.com | Weizhen Tan |Katrina Bishop

Investors often get bullish on stocks when interest rates start inching lower. That certainly was the case as markets anticipated the start of the U.S. Federal Reserve’s easing cycle, which kicked off with a jumbo cut last month . The S & P 500 stock index is around 24% higher year-to-date and up 40% over the last 12 months. There’s a common belief that lower borrowing costs benefit so-called growth stocks, as they’re often capital-intensive.

Oct 15, 2024 | cnbc.com | Weizhen Tan

U.S. interest rate cuts are unlikely to move at an aggressive pace, say market watchers. The Fed kicked off its easing cycle with a jumbo 50 basis-point rate cut in September — but subsequent ones will be milder, they said. They highlighted the better-than-expected September jobs report, renewed worries around inflation, rising yields and an economy that’s still relatively strong.

Oct 10, 2024 | cnbc.com | Weizhen Tan

Buying shares of Nvidia or other semiconductor and Big Tech stocks is just one way to play the artificial intelligence theme. There’s a cheaper way to play it, Sean Peche of Ranmore Fund Management told CNBC Pro Talks last week. “Most investors over the last couple of years have thought that the only way to play AI is to own Nvidia and a few of the other peers,” the portfolio manager said. Peche is positive on tapping the financials sector to get into this theme.

Oct 9, 2024 | cnbc.com | Weizhen Tan

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Oct 7, 2024 | cnbc.com | Weizhen Tan

Goldman Sachs is the latest in a flurry of calls to upgrade China stocks after the Asian giant’s recent wave of stimulus measures. The Wall Street bank raised its call on China stocks to an overweight rating in an Oct. 5 note, adding that this market is set to soar further. Goldman predicts that Chinese stocks could even jump a further 15% to 20%, given the powerful comeback rally that has already occurred.