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Charles Schwab, Hong Kong

  
 
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1. Charles Schwab downgrades U.S. materials and industrials, upgrades consumer staples and telecoms
Charles Schwab has raised sector ratings for consumer staples and telecoms from underperform to marketperform, while downgrading materials and industrials from outperform to marketperform.
19 Nov 2009
2. Global economic outlooks and monetary policies start to diverge
We believe the general U.S. market trend will continue to be higher, but gains are likely to be more muted, and bumps along the way are inevitable. The market's action became fairly choppy
18 Nov 2009
3. Strong Earnings Add Momentum to U.S. Economic Recovery
Skeptics continue to question how long the current U.S. stock market rally can continue, and keep pointing to the need for a major pullback after major U.S. indexes climbed 50% from March lows.
4 Nov 2009
4. Too Many Hong Kong Investors Frozen by Uncertainty
Most Hong Kong investors are not increasing their investments despite rising markets and improved economic data, mainly because they are either waiting for a clear buy signal or are pessimistic
2 Nov 2009
5. Low U.S. Inventory Levels Set Stage for Renewed Rally
Although a correction remains a possibility, we believe the U.S. equity market has not yet fully discounted the potential of even a modest uptick in the demand side of the economy, keeping us optimistic on the market's prospects as we move through the fourth quarter.
21 Oct 2009
6. Well-timed Stimulus Withdrawal is Critical to Self-sustaining U.S. Economic Recovery
The third quarter saw the Dow and the S&P posting their best quarterly results since 1998, and the economy continuing to show signs—although uneven at times—of recovery. We believe that the third quarter will post positive U.S.
7 Oct 2009
7. Encouraging Progress on Economic Front
Schwab Urges Investors to Address Asset Allocations
There are increasing signs that the economic recovery is gaining traction and is on its way to establishing a self-sustaining path. We believe this trend will continue and strongly recommend that investors review their current asset
28 Sept 2009
8. U.S. Economy Continues to Gain Momentum Despite Fears of “Double-dip” Recession
The U.S. economic recovery continues to progress and gain speed. We would urge investors to make sure their investment allocations match their risk/return profile. Judging by ample cash still on the sidelines, there are many investors who
10 Sept 2009
9. Investors Should Consider Increasing Equity Allocations to Escape Paltry Returns
The largely positive second-quarter U.S. earnings season is mostly complete, and has resulted in a strong run in the overall market during the reporting period. So what's next for the U.S. markets?
12 Aug 2009
10. U.S. Recovery Continues, but Weak Consumer Spending Raises Uncertainty
Psychological factors typically impact the prices consumers are willing to pay for assets. Once prices begin to rise, consumers are compelled to spend or invest now, before prices rise in the future. This effect can be seen in a range of areas
3 June 2009
 
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