3 ways the pros are trading markets right now, including a Goldman strategist on what's next for Kospi
CNBC Top News ·

U.S. futures are relatively unchanged as investors monitor U.S.-Iran negotiations. It comes after the S & P 500 hit a record high in Friday trade, posting its sixth positive week in a row for the …
U.S. futures are relatively unchanged as investors monitor U.S.-Iran negotiations. It comes after the S & P 500 hit a record high in Friday trade, posting its sixth positive week in a row for the first time since October 2024. European equities are struggling to find direction, with oil and gas stocks outperforming as crude prices remain elevated amid the uncertainty in the Middle East. In Asia, South Korea's Kospi continued its recent rally, hitting another record high driven by chipmakers Samsung Electronics and SK Hynix. Here are three investment strategies we heard in CNBC's Singapore and London studios on Monday to help navigate the noise. Weaker U.S. dollar opens door to emerging markets Colin Purdie, global chief investment officer at Manulife Investment Management, said his group is taking active bets across their portfolio and is "very positive" across Asia. Purdie said his longer-term view on the dollar "tends to be relatively bearish", adding the dollar would become "weaker over the next few years," presenting opportunities in emerging markets. "When you look at the emerging market space, be it in fixed income or equity, certainly not everything is born equal. There's different trends and different impacts that are going through each of these markets right now. So it's about picking your spots carefully", he added. …
Original source: CNBC Top News
Mentioned
Samsung · London · Singapore · S & P 500 · Middle East · South Korea