Here’s why JPMorgan says investors should stay underweight emerging market stocks
Investing.com – Emerging market stocks have underperformed for a fourth straight year, bringing the cumulative lag to their developed market peers since 2019 to 45%, according to analysts at JPMorgan. They added that the MSCI Emerging Markets index, which tracks large- and
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