Latest news with #WeiLi
Business Standard
6 days ago
- Business
- Business Standard
Where to invest as markets overcome tariff fears? Analysts weigh in
From Ridham Desai of Morgan Stanley, Wei Li, Global Chief Investment Strategist, BlackRock Inv. Institute and Shridatta Bhandwaldar of Canara Robeco MF, here is the market strategy of leading analysts Shine Jacob Indian stock markets continue to trade firm on Wednesday with the Sensex and the Nifty 50 recovering fully from the April 2 tariff imposition by US President Donald Trump. The surge comes on the back of 90-day pause by the US administration on the imposition of these tariffs. Are the markets completely out of the woods? Is it a good strategy to diversify into international markets? If so, which ones? Is this a 'sell on a rise market', or should investors buy the dips? Which sectors and stocks are a must for your portfolio, and which ones should be avoided? The market is transitioning from one driven by macro conditions to one where stock-picking is likely to add alpha. We are capitalisation-agnostic following recent developments, cutting back on our preference for small and mid-caps over large caps. While the bias remains to buy domestic sectors with a cyclical bias, both overweight and underweight positions stand reduced. The Reserve Bank of India (RBI) has policy space to act to support domestic growth, whereas external-facing sectors could go through multiple months of uncertainty.
Bloomberg
14-05-2025
- Business
- Bloomberg
Bloomberg Surveillance TV: May 14, 2025
- Jens Nordvig, CEO and founder at Exante Data - Wei Li, Global Chief Investment Strategist at BlackRock - Holly O'Neill, President: Consumer, Retail & Preferred at Bank of America - Bill Dudley, Bloomberg Opinion columnist and former President of NY Federal Reserve Jens Nordvig, CEO and founder at Exante Data, discusses Dollar strength and FX moves amid recent trade turmoil and a reshaping of the US economic landscape. Wei Li, Global Chief Investment Strategist at BlackRock, talks about her outlook for global growth, US investment, and inflation, as well as upside inflation risks. Holly O'Neill, President: Consumer, Retail & Preferred at Bank of America, discusses the state of the American consumer. Bill Dudley, Bloomberg Opinion columnist and former President of NY Federal Reserve, talks about his Opinion column on US-China trade tensions and the Fed.
Bloomberg
12-05-2025
- Business
- Bloomberg
China, US Step Back from Decoupling Brink, Slash Tariffs
US and China will temporarily lower tariffs on each other's products in a dramatic ratcheting down of trade tensions that buys the world's two largest economies three months to work toward a broader agreement. The combined 145% US levies on most Chinese imports will be reduced to 30% including the rate tied to fentanyl by May 14, while the 125% Chinese duties on US goods will drop to 10%, according to a joint statement and from officials in a briefing Monday in Geneva. Today's guests: Wei Li, BlackRock Global Chief Investment Strategist, Odile Renaud-Basso, EBRD President, Kyriakos Pierrakakis, Greek Finance Minister. (Source: Bloomberg)
Yahoo
12-05-2025
- Business
- Yahoo
US-China Cool-Off Adds to Positive Sentiment, BlackRock Says
Wei Li, global chief investment strategist at BlackRock, reacts to the US-China 90-day tariff cool-off period and its impact in investor sentiment. Speaking on Bloomberg Television, she cites US debt dynamics and entrenched supply chains as reasons for a positive trade negotiations outcome. "We have been positive through this period of uncertainty because we believe immutable laws can govern the landing spot," Li says.
Bloomberg
12-05-2025
- Business
- Bloomberg
US-China Cool-Off Adds to Positive Sentiment, BlackRock Says
Wei Li, global chief investment strategist at BlackRock, reacts to the US-China 90-day tariff cool-off period and its impact in investor sentiment. Speaking on Bloomberg Television, she cites US debt dynamics and entrenched supply chains as reasons for a positive trade negotiations outcome. "We have been positive through this period of uncertainty because we believe immutable laws can govern the landing spot," Li says. (Source: Bloomberg)
