Podcasts about vfs group

Wall Street kicked off a traditional September slump with a tech sell-off which saw the major indices tumbling as much as 3.3%. Jack Kouzi, Director for Strategy at VFS Group shares his views on what to look for in the coming month with the US Federal Reserve likely to announce rate cuts and as China's property sector continues to hurt.Image Credit: shutterstock.com

The narrative on Chinese stocks has been focused on weakness in the economy, but the latest earnings season shows resilience within China tech names. We discuss the standout results from Chinese equities with Jack Kouzi of VFS Group, and other trends impacting global markets.Image Credit: shutterstock.com

Global markets have bounced back after investor jitters over a potential US recession, dimming prospects of A.I. tech and monetary policy tightening wreaked havoc on Monday. Is the selling done or is this the calm before the storm? Jack Kouzi of VFS Group weighs in on market sentiment and strategies to weather the volatility.Image Credit: shutterstock.com

The earnings season of the Magnificent Seven has started with a tale of two halves. Alphabet doing better than expected while Tesla disappointed. We ask Jack Kouzi, Director for Strategy, VFS Group as to how to interpret these contrasting set of results and what does this mean for the sector overall.Image Credit: Shutterstock.com

China's benchmark index, the CSI 300, has been on its longest losing run since 2012. What accounts for the weakness in market sentiment and how might the broader economic outlook impact trends moving forward? We get analysis from Jack Kouzi of VFS Group.Image Credit: Shutterstock.com

China's 618 e-commerce festival saw sales fall by 7% on-year, down for the first time since 2016. Amid weak domestic consumption and an ongoing property slump, will China's upcoming third plenum provide positive impetus for the economy and markets? We discuss these trends and more with Jack Kouzi of VFS Group.Image Credit: Shutterstock.com

Apple share price rallied 7% yesterday albeit not immediately after their Worldwide Developers Conference (WWDC) event which took place on Monday. We ask Jack Kouzi, Director for Strategy, VFS Group why the delayed reaction and are their AI announcements the much needed catalyst after a sluggish performance this year.Image Credit: shutterstock.com

Despite last week's volatility, the Dow is still up more than 3% in May, while the S&P 500 and Nasdaq have gained 5% and 8% respectively. Does the market still have upside and how should we position for it. Jack Kouzi, Director for Strategy, VFS Group tells us his perspective.Image Credit: Shutterstock.com

China's gross domestic product (GDP) grew 5.3% in January-March from the year earlier, higher than the Reuters poll for a 4.6% increase. We ask Jack Kouzi, Director for Strategy, VFS Group. if the worse is over for its economy and what then is the investment strategy to adopt in China.Image Credit: Shutterstock.com

China's manufacturing PMI in March exceeded expectations, coming on the back of upbeat export and retail sales data. How sustainable is this trend? Jack Kouzi of VFS Group weighs in on the outlook for Chinese equities and the names worth buying into.Image Credit: Shutterstock.com

To what extent are China's concerted efforts to encourage foreign investment being checked by tensions with the US? Is China the undeniable leader in the sector dealing with the green transition goods; dealing with the likes of solar panels or EV car makers? Long-term or speculative play: what should different types of investors keep in mind when looking at China? Michelle Martin invites Jack Kouzi, Director of Strategy, VFS Group to weigh-in on the debates.See omnystudio.com/listener for privacy information.

Recent data points point to a recovery in the Chinese economy with the equity markets taking note as the Shanghai Composite Index is up 3% on a year to date basis. Jack Kouzi, Director for Strategy at VFS Group tells us where are the opportunities in the market whilst weighing in on the potential headwinds.Image Credit: Shutterstock.com

At the National People's Congress, China's government set a GDP target of five percent for 2024. We ask Jack Kouzi, Director for Strategy, VFS Group if this figure is achievable and if this will satisfy investors as market appear to be unconvinced.Image Credit: Shutterstock.com

This week, China tightened some restrictions on short selling for domestic and offshore investors. Jack Kouzi, Director for Strategy, VFS Group tells us if this is a step in the right direction to boost the equity markets whilst giving us his views on the property sector and if resolution is in sight.Image credit: Shutterstock.com

China's markets are in the doldrums, exacerbated by a lack of policy direction from the government and central bank. Jack Kouzi, Director for Strategy, VFS Group gives us his insights on potential catalysts for an upward recovery, whilst giving his comments on the expected US Fed rate cuts.Image credit: Shutterstock.com

The 6-week US equity rally of 2023 was largely driven by tech stocks like NVIDIA. On the other side of the planet, Chinese stocks haven't fared as well though. Jack Kouzi, Director for Strategy at VFS Group, helps us contextualise what we can expect going into 2024.Image credit: Shutterstock.com

US markets are rallying on the likelihood of a ‘Goldilocks' scenario: one where there is economic growth without recession, coupled with Fed rate cuts next year due to falling inflation. Jack Kouzi of VFS Group weighs in on whether this is a realistic projection, as well as the outlook for Chinese equities against the backdrop of a softening economy.Image credit: Shutterstock.com

With the recent rally in the NASDAQ100 and the S&P 500 indices, should investors keep the faith and remain in technology stocks for the time being? Will Chinese A.I players be able to compete against their U.S counterparts like NVIDIA and Microsoft? Also, Charlie Munger's demise brings us to reflect on his legacy and wisdom he has left the investment fraternity. Jack Kouzi, Director for Strategy, VFS Group shares his thoughts on these subjects.Image credit: Shutterstock.com

Nvidia share prices has been on an upward trend for the last ten trading days. Jack Kouzi, Director for Strategy at VFS Group tells us if the long term outlook of this company related to AI is still positive. We also ask for his top picks amongst the magnificent 7 that have been the main reason why US markets have continued to outperform globally.Image credit: Shutterstock.com

The Nasdaq and S&P500 have retreated from recent highs despite the tech giants releasing decent corporate earnings. Jack Kouzi, Director for Strategy at VFS Group dissects the correction and where to park your money in the meantime.Image credit: Shutterstock.com

US markets seem unfazed by the chaos in the House of Representatives but are we heading for volatile times ahead in light of the geopolitical tensions and the economic slowdown in China? Jack Kouzi, Director for Strategy at VFS Group tells us.Image credit: Shutterstock.com

The Dow has returned all the year to date gains. Is this cause for concern and a sign that US markets are firmly in bear territory? Jack Kouzi, Director for Strategy, VFS Group tells us whilst we also dive into the Australian equity market.Image credit: Shutterstock.com

Instacart debut on the Nasdaq with their shares popped 40% to open at 42 dollars. Jack Kouzi, Director for Strategy at VFS Group tells us the prospects of these IPOs, and expectations from Fed meeting this week.Image credit: Shutterstock.com

The RBA kept the overnight rates on hold as expected. Jack Kouzi, Director for Strategy at VFS Group tells us the central bank made that decision and what this means for their dollar.Image Credit: Shutterstock

The US courts have approved Microsoft's USD62 billion acquisition of Activision. Jack Kouzi, Director for Strategy from VFS Group weighs in on whether this is good for the industry. Also giving us an outlook for the upcoming result season in US starting with the Banks.Image by: Shutterstock

Tech mega caps rallied last evening despite recent warnings that valuations are the too rich by notable research outfits. We ask Jack Kouzi, Director for Strategy at VFS Group if he is a bull or bear for tech or if there other investment opportunities that we should ignoreImage by: Shutterstock

With the lowest inflation figure since March 2021 at 4%, will the Fed pause in June's FOMC meeting? Jack Kouzi, Director for Strategy, VFS Group gives us his expectation whilst taking a hard and long look as to why Apple share price continues to inch higher.Image by: Shutterstock

The Nasdaq continues to rally, up 25% on a YTD basis but on closer examination, it's thanks to just a handful of names like Apple, Nvidia and Microsoft. Should we be worried? Jack Kouzi, Director for Strategy, VFS Group tells us his perspective whilst weighing in who else is a beneficiary of fund flow into AI.Image by: Shutterstock

End of rate hike cycles, bargain hunting for bank stocks, dissapointing China numbers, and the increasing AI hype. Listen to Jack Kouzi, Director for Strategy, VFS Group views on the latest news affecting global markets.Image by: Shutterstock

Netflix reported subscriber growth that was be low street expectations. Jack Kouzi, director for strategy from VFS Group tells us why it's still a buy while telling us the possible reasons why SoftBank is selling its Alibaba sharesImage credit: Shutterstock

All the latest on commercial and residential property here and o/s. It the regional bank thing a "Thing" or just a "thing"? Also WTF is going on at Tottenham? Sponsored by Australian Mutual Funds ExchangeSupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

If you tweet something that could cause serious ramifications and can't back it up you need to be held responsible. We go into some hits and missed for the week. Credit Suisse, regional banks, Fed comms, commercial real estate and footy predictions. Sponsored by Australian Mutual Funds Exchange https://amfex.com/Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

James has a huuuuge announcement this week. New show format. New sponsor. We talk about panic and strategies for dealing with it, bond moves, commodity expectations and footy predictions. Sponsored by Australian Mutual Funds Exchange https://amfex.com/Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

The ATO has made some changes to the way you can claim work from home tax deductions, and you may not even need a home office to benefit. Rhayna Bosch speaks with Commissioner Tim Loh for more, plus SBS Finance Editor Ricardo Gonçalves speaks with James Whelan from VFS Group on the day on the markets

The expected Santa rally for US equities did not materialise for a second consecutive year due to largely fears of a possible hard landing. In comparison, China and HK equities appear to have performed better in 4Q driven by the slew of relaxation of Covid-19 policies. Where are markets heading in 2023 and when will it bottom? For answers we speak to Jack Kouzi, Director for Strategy, VFS Group.Image credit: Shutterstock

The US consumer price index, which is core inflation, posted its smallest monthly advance in more than a year at 0.2%, which is lower than the median estimate of 0.3%. Will this lead the Fed to take a less hawkish stance? Jack Kouzi, Director for Strategy at VFS Group tells us whilst giving us views on the Chinese equities.Image credit: Shutterstock

The US consumer price index, which is core inflation, posted its smallest monthly advance in more than a year at 0.2%, which is lower than the median estimate of 0.3%. Will this lead the Fed to take a less hawkish stance? Jack Kouzi, Director for Strategy at VFS Group tells us whilst giving us views on the Chinese equities.Image credit: Shutterstock

With markets taking a breather as all eyes will be on Jerome Powell's speech later today, we ask Jack Kouzi, Director for Strategy at VFS Group on the ideal asset allocation strategy. We also dive into the Chinese equity markets and what will be driving performance, or lack of it.Image credit: Shutterstock

With markets taking a breather as all eyes will be on Jerome Powell's speech later today, we ask Jack Kouzi, Director for Strategy at VFS Group on the ideal asset allocation strategy. We also dive into the Chinese equity markets and what will be driving performance, or lack of it.Image credit: Shutterstock

The S&P 500 rose 8% over the past month. Is risk on sentiment returning to equities in a big way, or is it just another bear market rally? While October inflation data came in lower than expected, there are early signs that inflation may have reached a peak. China/HK stocks have also been on a tear and are technically in bull market territory. We speak to Jack Kouzi, Director for Strategy, VFS Group if the market has legs to move up further.Image credit: Shutterstock

2 of the big tech reported their results last night which were a mixed bag. We ask Jack Kouzi, Director for Strategy, VFS Group on what to make of the results, and whether it is time to bottom fish. We also ask him his expectations on Meta, Amazon and Apple results which come out later this week.Image credit: Shutterstock

The Australian dollar is down 14% against the greenback on a year to date basis while the property markets is in the doldrums. What does this mean for the lucky country's economy? How resilient is it against a global recession. Jack Kouzi, Director for Strategy at VFS Group tells us.Image credit: Shutterstock

The Australian dollar is down 14% against the greenback on a year to date basis while the property markets is in the doldrums. What does this mean for the lucky country's economy? How resilient is it against a global recession. Jack Kouzi, Director for Strategy at VFS Group tells us.Image credit: Shutterstock

With markets in a bear market, are there still opportunities to bottom fish? Jack Kouzi, Director for Strategy at VFS Group gives us his views whilst telling us the impact of a strong dollar on other currencies.

With markets in a bear market, are there still opportunities to bottom fish? Jack Kouzi, Director for Strategy at VFS Group gives us his views whilst telling us the impact of a strong dollar on other currencies.

US markets plunged levels not seen since 2020 on the back of higher than expected inflation. Is it time to buy the dip or should we look for safe haven assets? Jack Kouzi, Director for Strategy at VFS Group gives us his views.

Double barrel podcast with an overview of China by resident China expert Jack Kouzi and an overview of the oil & gas market by Brookside Energy MD David Prentice. A great dive into both spaces currently vital at the moment. Hosted by James Whelan. General Advice onlySupport this show http://supporter.acast.com/the-bip-show. Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

US Congress has finally passed the $200 billion chip bill to counter China. Jack Kouzi, Director for Strategy, VFS Group tells us how effective will this be for the US to prop up their own semiconductor industry and which of the listed players stand to benefit.

Heavy selling on technology names has caused the Nasdaq to fall by 25% on a year to date basis. Is it time to bottom fish? Jack Kouzi, Director for Strategy at VFS Group whilst he weighs in on the future of SPACs. Image credit: Unsplash.com

Australia's housing market continues to cool, with prices in our two biggest cities falling on a quarterly basis, for the first time since the prolonged lockdowns of 2020. So, as the RBA prepares to raise interest rates, what's likely to happen to the housing market? Laurie Lawira speaks with CoreLogic Australia's Tim Lawless for more, while SBS Finance Editor Ricardo Gonçalves talks with James Whelan from VFS Group for the sharemarket implications.