Citi says US exceptionalism has paused under Trump — and investors should load up on China stocks
After struggling in 2024, China's stock market is roaring as its AI trade soars. Meanwhile, US peers are hobbled by growth ...
Reuters9d
Citi cuts recommendation for US stocks as recession fears hit, lifts view on China
At the same time, they upgraded their view on China to "overweight" from "neutral". Sign up here. Dirk Willer, Citi's global head of macro, asset allocation and emerging market strategy ...
China’s trade war resilience has made it the new go-to market
US shares have fallen three consecutive weeks on Donald Trump’s tariff thought bubbles, but Hong Kong’s Hang Seng Index has ...
CNBCTV188d
Citi downgrades US markets, upgrades China to 'overweight' on pause in exceptionalism
Citi had been overweight American stocks since October 2023, but the hiatus in their ability to outperform has become more ...
Citi cuts U.S. stocks, upgrades China
In the credit sector, Citi has removed its U.S. high-yield (HY) overweight, now underweight in U.S. investment-grade (IG) ...
Citi predicts China steel cuts to boost margins, iron ore impact uncertain
The analysts estimate that a 50 million tonne cut in China’s steel production might only reduce global iron ore demand by ...
U.S. News & World Report9d
Citi Cuts Recommendation for US Stocks as Recession Fears Hit, Lifts View on China
On China, Citi's economists have revised their forecast for Chinese GDP growth to 4.7% this year from 4.5%, partly on a boost from investment in artificial intelligence. Willer also noted China's ...
Yahoo Finance8d
Citi says US exceptionalism has paused under Trump — and investors should load up on China stocks
Citi strategists advise taking profits in US stocks and buying China shares. America's economic edge has dulled under Trump, impacting consumer sentiment and stock performance. China's tech ...