As Trump's tariff measures are about to take effect, Citigroup states: "Growth is defense," suggesting attention be given to U.S. growth stocks.

As the tariff shock wave of "April 2nd" approaches, Citi advises investors to focus on growth stocks. In a Research Report released on March 28th, Citi stated that the investment outlook for the second quarter of 2025 is shifting from balanced to "growth-oriented." In the face of the macroeconomic risk of a "trough" and the uncertainty of Trump's tariff policy, Citi believes that "growth is defense." The report further notes to focus on growth sectors that are under pressure on valuation in Q1 but have solid fundamentals, while remaining alert to the shocks that tariffs may bring, especially in cyclical and defensive sectors. Among the growth sectors, the report highlights information technology (Semiconductors and semiconductor equipment).

wallstreetcnMar 31 18:59

12 Consumer Discretionary Stocks Moving In Thursday's After-Market Session

BenzingaMar 28 05:05

With intense competition for capital, can AI usher in a bull market? The latest assessment from fund managers.

Recently, Concept stocks such as AI, humanoid Siasun Robot&Automation, and Semiconductors have seen significant fluctuations, with capital noticeably accelerating its rotation among the Sectors, especially with the AI bull market sparked by the DeepSeek concept, leading to intense capital speculation.

Securities TimesFeb 19 17:16

Latest statement! Pan Gongsheng: The Chinese government will implement a more proactive fiscal policy and moderately accommodative MMF policy, strengthening the counter-cyclical adjustment of macroeconomic policies.

On February 16, 2025, Pan Gongsheng, the Governor of the People's Bank of China, was invited to attend a seminar on Emerging Markets jointly hosted by the International Monetary Fund (IMF) and Saudi Arabia, where he delivered a keynote speech.

Securities TimesFeb 18 23:48

Bank of America: DeepSeek is the "Alibaba IPO moment" for the China stock market.

Bank of America stated that Alibaba's listing in 2014 propelled the rise of China's XINJINGJI Sector, attracting Global long-term capital Inflow. DeepSeek may become the current 'Alibaba IPO moment' for the Chinese stock market. The 'Holy Grail' of AI development in China does not necessarily have to be the 'best in class,' but should be 'good enough' to support large-scale AI applications in China, driving productivity growth and economic growth.

wallstreetcnFeb 12 23:39

2024 Outlook for the performance of overseas Chinese-funded stocks: Insurance and Autos leading the way, with Technology and AI becoming new highlights.

① Under the catalyst of policies, the profitability growth of the Autos and home appliances Sector is significant, but external competition is intensifying. Can the profitability growth of these Sectors continue in the future? ② The Analyst from China International Capital Corporation predicts that the profit growth rate of overseas Chinese-funded stocks in 2024 will be higher than the market consensus. Is this optimistic expectation overly reliant on the performance of leading companies?

cls.cnFeb 12 15:27