Investing.com — Tech stocks have wobbled into the start of the new year, but the US software sector remains inexpensive and is set to ride the third major tech cycle as consumer and enterprise AI adoption grows more rapidly, analysts

Investing.com – While US Treasury yields are expected to fall over the rest of 2025, the yield curve could nonetheless continue to steepen, according to analysts at Capital Economics. Benchmark 10-year US government bond yields recently touched multi-month highs as investors fretted

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

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

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