Latest news with #growthprospects
Bloomberg
7 days ago
- Business
- Bloomberg
European Firms Lose Confidence in China Operations, Survey Shows
European companies operating in China are the most pessimistic about growth prospects since 2011, a new survey shows. Some 29% of respondents were downbeat on the outlook for their sector over the next two years, according to an annual report published on Wednesday by the European Union Chamber of Commerce in China.
Bloomberg
7 days ago
- Business
- Bloomberg
Pessimism Swells on Doing Business in China, European Firms Say
European firms in China are the most pessimistic about growth prospects since 2011, a new survey shows, underscoring the challenges of doing business in the world's second-largest economy despite recent government efforts to address some complaints. Some 29% of respondents were downbeat on the outlook for their sector over the next two years, according to an annual report by the European Union Chamber of Commerce in China published on Wednesday. The survey conducted between January and February with 503 respondents also found that 49% of businesses expressed pessimism about their profitability.
Yahoo
24-05-2025
- Business
- Yahoo
Investors should avoid international stocks, strategist says
For a few weeks, investors flooded into international equities as concerns about President Trump's tariff plans roiled US markets. But Troy Gayeski, chief market strategist at FS Investments, thinks that companies in the US still have "the best growth prospects." Find out why in the video above. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime here. Why, Troy, did you say that you probably wanna avoid international? Yeah, so international, look, it's very basic. Again, so many of these things are very basic, right? You need nominal GDP growth and or a combination of secular trends to drive revenue growth in order to drive earnings and EBITDA and free cash flow growth. And so, you know, Europe's Europe, we're rooting for Germany, hope their fiscal stimulus gets things done, helps jump start that economy to grow at 1 or 1 and a half, or hey, maybe even 2%. Um, and the US, look, we're we're a 5, 5 and a half percent nominal GDP economy now. Um, so so you're getting much better revenue growth, much better earnings growth. And then if you look at the character of the companies, right? Not not that there aren't great companies overseas, there's a handful of them. But the most important systemic companies that are traded today are listed in the US and they still have the great, uh, the best growth prospects. So, you know, I get that international's cheap, but it's arguably cheap for a reason, and in the short term, yes, you did have a period of European institutions rotating out of US exposure for very widely publicized reasons. But we think of that is more of a countertrend rally in the midst of a long-term, uh, dispersion of return outcomes between US assets and international assets. And so the beat goes on. It's almost same as it ever was, so to speak.
