25 Jan 2024
EV sales are projected to grow 21% this year to 16.7 million vehicles, with China commanding nearly 60% share in Bloomberg’s outlook
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24 Jan 2024
Could this signal a bottom in Hong Kong stock market?
The index's P/B is now at a level that preceded the three biggest rallies (81%, 43%, 55%) over the last decade. Source: Bloomberg, David Ingles
23 Jan 2024
Luxury goods sector growth to slow down in 2024
Source: FT
23 Jan 2024
The world's top 5 stock markets by market-cap. It has been a one-man show by the US
Note that India is moving into 4th position Source: Bloomberg, Michel A.Arouet
23 Jan 2024
As of January 19th, NVIDIA $NVDA and Microsoft $MSFT had accounted for about 75% of the S&P 500's gain this year, while the 20 largest stocks in the index accounted for 110% of the index's upside move
The remaining ~480 stocks were acting as a drag. Source: Bespoke
23 Jan 2024
The put/call ratio is as low as at the DotCom peak
Source: The Daily Shot, WinSmart
22 Jan 2024
The SP500 just snapped a 512 trading day streak without hitting a new all-time high, the 6th longest in history. Here is how the $SPX responded the 5 previous times:
Source: Barchart
18 Jan 2024
CBOE Volatility Index $VIX jumps to highest level in more than 2 months
Source: Barchart
