Is 2025 Set to Be China’s Year? Insights from Two Morningstar Asia Experts…
The year began with high hopes for Japanese shares. The Nikkei 225 Index broke its 1989 high in early 2024 and lurched to another all-time high in July amid low valuations and investor-friendly reforms. Then that soured as the Bank of Japan tightened credit at the end of July, just as weaker-than-expected economic data hoisted […]
Precious Metals Miner Encounters Challenges – Investing.com
precious metals miner faces headwinds By Investing.com Sibanye-Stillwater (NYSE:SBSW) operates in the precious metals mining industry and has recently come under the spotlight due to a mix of financial strains and operational challenges. With a market capitalization of approximately $2.98 billion, the company is grappling with issues that impact its performance in volatile commodity markets, […]
5 Key Investment Takeaways from 2024
Key Takeaways 1 The first investment lesson from 2024 is how difficult it is to do macroeconomic forecasting, and investors should have a healthy amount of skepticism around forecasts. 2 The second lesson is that markets can surprise on the upside. 3 The next lesson is that diversification isn’t dead, particularly the diversification that bonds […]
Gold (XAU/USD) Targets $2,700 Amid Anticipated Fed Rate Cuts and Geopolitical Tensions
Gold (XAU/USD) Eyes $2,700 as Fed Rate Cut Looms, Geopolitics in Focus Most Read: Markets Weekly Outlook – Central Bank Focus as US Inflation Looms Gold has started the week on the offensive as the stars have somewhat realigned for the precious metal. The regime change and geopolitical developments in Syria coupled with a Chinese […]
Heraeus Predicts Gold Prices May Continue Record Surge Through 2025
Gold, often used as a safe store of value during times of political and financial uncertainty, tends to appreciate on expectations of lower interest rates, which reduce the opportunity cost of holding the non-yielding asset. “If the Chinese government’s economic stimulus measures boost the economy, China and India could provide a solid basis for gold […]
Canadian Dollar Faces Pressure Following Disappointing Jobs Report
Ongoing weakness in the jobs market, the prospect of a jumbo interest rate cut from the Bank of Canada, and the growing policy divergence with the US Federal Reserve are all hammering the Canadian dollar. Currency watchers say the pain could persist. Following the sharp spike in the unemployment rate in November, many analysts expect […]
This Wide-Moat Stock, Currently Undervalued by 23%, Is a Smart Buy for…
ASML ASML stock is down 35% after hitting all-time highs in July. The leader in photolithography systems used in the manufacturing of semiconductors provided weaker-than-expected guidance for 2025, which has depressed its shares. But we think there’s opportunity here. The stock of this wide-moat company trades 23% below our fair value estimate and looks cheap […]
US Jobs Report Outlook: Effects on DXY and Gold Prices (XAU/USD)
US Jobs Report Preview: Implications for DXY and Gold (XAU/USD) Most Read: Bitcoin’s (BTC/USD) Exchange Reserves Low as Altcoins Steal the Show Market participants are waiting on today’s jobs report from the US in a week that has seen a lot of choppy price action and uncertainty. The exception being a US equity and Crypto […]
Wall Street’s Stock Market Forecast for 2025
Wall Street’s 2025 outlook for stocks The targets range from 6,400 to 7,007. This implies returns between +5% and +15% from Friday’s close. It’s a tighter range than last year’s targets, with many clustering in that 8%-10% return expectation. Before we move on, I’d once again caution against putting too much weight into one-year targets. […]
Three Poor Justifications for Selling Your Fund
Valerio Baselli: Hello and welcome to Morningstar. Markets go up and down, and sometimes short-term volatility is extreme. We saw that for example with the outbreak of the pandemic in March 2020, two years later with the Russian invasion of Ukraine, or even more recently. Whether our investments are doing great or losing much more […]