Beijing’s Stimulus Measures Insufficient to Revitalize China’s Economy
Valerio Baselli: Hello and welcome to Morningstar. Volatility is back in China. Chinese stocks jumped by over 10% as trading restarted after the Golden Week holiday, but fell back right after. Investors now hope to get more information and above all wonder if the government plans to support economic growth will be enough to revive […]
Our Perspective on the Major Rally in China’s Real Estate Market
We think the recent buying frenzy in China real estate names was induced by incremental policy easing and investors’ reignited sentiment, rather than a rebound in durable home demand. While policy relief has lifted home sales in select key cities, this may be short-lived as home price weakness will likely persist amid oversupply. We also […]
Is a Rally in the Canadian Stock Market Sustainable?
After a sluggish second quarter, the Canadian stock market rebounded strongly in the third, driven in part by a series of rate cuts from the Bank of Canada. Lowering interest rates helped to cool inflation and supported a broader economic recovery, positioning the market for a more optimistic outlook for the remainder of the year […]
AI Stocks May Be Struggling, but They’re Still Worth Watching
Despite a rough couple of months for stocks that are seen as a play on the artificial intelligence boom, Morningstar analysts see strong demand and monetization of AI functionality as supporting strong long-term prospects for the industry. There’s also good news for investors looking to put new money to work in AI stocks. Amid the […]
Morningstar’s Comprehensive Guide to Stock Investing
Your perception of stock investing may involve highly caffeinated, frantic individuals sweating in front of a half dozen computer screens packed with the latest speculation from Reddit and CNBC. Feel free to dump these images from your mind, because solid stock investing is not about trading as fast as humanly possible or getting the most […]
The Top 10 Canadian Dividend Stocks for Outstanding Performance in…
Dividend-paying stocks that combine healthy balance sheets with hefty yields can provide investors with steady incomes, cushion against market downturns, and grow investments at a healthy clip. In the third quarter of 2024, the top-performing dividend-payers included steel firm Stelco STLC, gold company Lundin Gold LUG, and independent power producer TransAlta TA. To find the […]
Top and Bottom Canadian Stocks of Q3 2024
The Morningstar Canada Large-Mid Cap Index rose 10.4% in the third quarter amid a rally in the real estate sector. The large-mid index tracks the performance of the top 90% of the Canadian investable universe by market cap, and each quarter we screen from among the stocks in this index to find the best- and […]
Increasing the Meta Stock’s Fair Value through AI and Ad…
We are raising our fair value estimate for wide-moat Meta (META) to $560 from $450 after taking a fresh look at the firm’s overall business and incorporating a more optimistic outlook on the firm’s investments in artificial intelligence, especially as they relate to Meta’s ability to improve its ad-targeting business. • Fair Value Estimate: $560• […]