Goldman Raises MSCI China Target as DeepSeek Improves Outlook - Bloomberg
Strategists at Goldman Sachs Group Inc. expect a blistering rally in Chinese equities to continue, as the emergence of DeepSeek sparks optimism over the country’s technological advancements. Kinger Lau and his colleagues see the MSCI China Index reaching 85 over the next 12 months, up from their previous target of 75. That indicates another 16% rise from Friday’s close. The index has already entered a bull market earlier this month. Their target for the CSI 300 Index was raised to 4,700 from 4,600.
Gold consecutive weekly gains
Source: Win Smart
Gold has officially hit the highest level EVER on an inflation-adjusted basis
This is why they call Gold an inflation hedge. Source: Bravos Research
2025 US earnings estimates are tracking above the typical path.
Source: Goldman Sachs via @MikeZaccardi
The success of Chinese artificial intelligence (AI) start-up DeepSeek is prompting investors to reassess the nation’s technology companies.
The Hang Seng Tech Index, whose biggest members include Tencent Holdings, Alibaba Group Holding and Xiaomi, approached a four-month high on Thursday, after rallying more than 10 per cent over the past two weeks, while the broader Hang Seng Index climbed about 6 per cent. As shown on the chart below, the valuation gap between Chinese stocks and the Mag7 remains massive. Source: Compounding Quality @finvibe
Commodities are enjoying a strong start to 2025
source : markets&mayhem
Israel continues to be a leader this bull market.
That's another new all-time weekly closing high for the Tel Aviv 125 Index. Source: J.C. Parets @allstarcharts
Not an AI or Tech Company 🐣
Egg prices are outperforming a lots of stocks including technology stocks, now up +700% since January 2024.
