📑 Research Notes for 2022-12-12
This week, we look at a "recession like no other", the China-Saudi partnership deal, strikes inside of Russia, and EM technology stocks.
We conduct extensive investment research and share the most interesting content that we come across every week. Here is a curated list of this week’s top observations.
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BlackRock Says Get Ready For a Recession Unlike Any Other.
The global economy has entered a period of elevated volatility, and previous investing approaches won't work anymore, BlackRock said. A recession is imminent but central banks won't be able to support markets this time by loosening policy, according to the money manager.
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China, Saudi Arabia Sign Partnership Deal.
China and Saudi Arabia have signed a strategic partnership deal signaling Beijing’s growing ties to the kingdom which has been a long-time ally of the US.
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Explosions Hit Military Bases Deep Within Russian Territory.
Explosions have reportedly hit a Russian airbase far from the Ukrainian border, damaging two long-range bombers. Unverified videos of the blasts have been posted on a variety of Telegram channels.
🔗 Source
JPMorgan Is 'Positive' on South Korea, Taiwan Technology Stocks.
Wendy Liu, chief Asia and China equity strategist at JPMorgan, explains why she sees a 10% potential upside for the MSCI China index by the end of 2023. She also discusses the opportunities she sees in the region's markets, the outlook for China's economy and the property market.
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Last Week’s Market Performance Heatmap
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Curated by Joseph Lu, CFA®
Joseph is the founder and a managing director of Conscious Capital Advisors, as well as a CFA® Charterholder.
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The information presented in this newsletter is for educational purposes only and is not a solicitation or recommendation for any specific security, product, service, or investment strategy.
Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a qualified financial advisor, tax professional, or attorney before implementing any strategy or recommendation you may read here.