Are China tariff risks priced in emerging markets?
Investing.com — Escalating U.S.-China tensions could trigger new tariffs, with EMs potentially bearing the brunt rather than China itself, according to UBS. Chinese export prices have fallen 18% from their post-pandemic peak, while global export prices declined by only 5%. This significant
Why you should avoid Ericsson stock in 2025, Bernstein
Investing.com — Telecom equipment supplier Ericsson (ST:ERICb) faces a challenging 2025 as demand uncertainty and competitive pressures cloud its outlook, Bernstein said, reiterating its “Underperform” rating on the stock with a price target of SEK 74. The sector, already reeling from a
Online Travel industry outlook for 2025: Which stocks to buy
Investing.com — The online travel industry enters 2025 with mixed prospects, with analysts at Barclays (LON:BARC) forecasting a more challenging environment ahead. While 2024 ended stronger than expected, Barclays notes that increasing foreign exchange (FX) headwinds and lofty expectations are
US stock market: Q4 earnings season preview
Investing.com — UBS forecasts the S&P 500 to see an 8.4% year-over-year increase in earnings per share (EPS) for the fourth quarter of 2024. Despite appearing slower than the growth seen in previous quarters, UBS expects final figures to align closer