AAXJ iShares MSCI All Country Asia ex Japan ETF Загрузка... : Бычьи и медвежьи мнения аналитиков
Загрузка графика...
Лучшие сигналы
Лента
06:40
01 сен
01 сен
Asia region strong across most geographies
Goldman remains positive on Asia with strong equity issuance, trading activity, private wealth flows, AI investment, and capital markets activity across Japan, Korea and Taiwan. Most geographies in the region are operating at high levels and the outlook remains robust.
Сред.
05:02
01 сен
01 сен
Rising oil prices threaten Asian equity markets.
Oil is becoming the marginal mover of Treasury price action, and if oil prices break out to new highs, it will put incremental downward pressure on the Asian equity space outside of the semiconductor trade.
Сред.
06:29
31 авг
31 авг
Asia equities benefit from AI capex.
Asia is a big beneficiary of the AI capex cycle through semiconductors, tech and data centers, so she keeps balanced regional exposure despite near-term volatility and a speed bump in Asian markets.
Сред.
06:34
25 авг
25 авг
KOSPI attractive; NVIDIA may boost Asia.
David Savage says the semiconductor complex is searching for a catalyst and Nvidia earnings could be more positive for Asia, while attractive valuations in KOSPI could still attract investors even before a broader hyperscaler rotation.
Сред.
05:00
18 авг
18 авг
Asia equities cushioned by weaker dollar.
Asian equities are somewhat insulated from rising US Treasury yields for now because a weaker dollar is helping offset the impact.
Низ.
04:34
18 авг
18 авг
Attractive valuations support favoring Hong Kong equities.
Asian equities, particularly the Hong Kong market, are favored due to attractive valuations and a noticeable reallocation of capital from US equities into the region.
Сред.
07:17
17 авг
17 авг
South Asia gains from supply-chain shift.
Sustained geopolitical pressure is reshuffling global supply chains, and that reshuffle allows South Asia to attract the most capital. The region is gaining from this shift even though it carries costs.
Сред.
21:18
14 авг
14 авг
Buy non-US tech, especially Asia.
The June/July clearing of momentum positions, tech positions, and excess leverage should pave the way for more tech exposure outside the U.S., particularly leaning back into the Asian equity universe.
Сред.
11:41
13 авг
13 авг
High concentration makes major equity indices risky.
Major equity indices like the S&P 500 and Asian benchmarks have become overly concentrated in a small handful of mega-cap stocks, making broad index exposure riskier and less attractive than active stock picking.
Сред.
14:57
03 авг
03 авг
International markets ex-China in new cycle.
International markets ex-China (Europe, Asia, emerging markets ex-China) have entered a new secular trend, driven by AI exports in Japan, defense spending in Europe, and positive earnings revisions.
Сред.
07:24
03 авг
03 авг
Overweight Asia as cheaper tech play.
Both the US and Asia offer the same strong tech cycle story, but Asian tech is cheaper. This makes an overweight position in Asian equities attractive.
Выс.
07:33
27 июл
27 июл
Asia equities offer attractive relative value.
Asia broadly, including China, is attractively priced relative to the U.S. market, trading at a significant discount; a two-to-three-year view allows investors to ride out the volatility and capture the value.
Сред.
06:32
17 июл
17 июл
Leverage-driven Asia pullbacks are buying opportunity
Pullbacks in Asia are driven by leverage participants, not fundamentals, and earnings momentum will remain strong for the next 12 months, providing a buying opportunity.
Сред.
09:46
14 июл
14 июл
Overweight Asian equities.
Asian equities are favored over Europe because of better growth dynamics and relative resilience within the global equity landscape.
Выс.
06:08
13 июл
13 июл
Rotate to European and Asian equities.
The U.S. economy is entering a slowdown ('stoppage time') while the growth gap between U.S. and non-U.S. narrows; European and Asian stocks are poised to reassert the leadership they showed in late 2025/early 2026.
Сред.
21:06
30 июн
30 июн
Broadening cyclicality supports Asian equities.
Global cyclicality is broadening, with non-tech exports doing well alongside tech. This gives a wider selection of stocks and supports a constructive view on Asian equities for the second half.
Сред.
03:22
19 июн
19 июн
Азиатские акции выигрывают от снижения доходности и цен на нефть.
Азиатские акции (за исключением Японии) должны показать относительно хорошие результаты по мере снижения доходности долгосрочных облигаций и отката цен на нефть от пиковых значений, что создает исторически благоприятную среду; относительная оценка и абсолютные фундаментальные показатели поддерживают данный регион.
Сред.
07:58
04 июн
04 июн
Long Asia for cheap AI exposure.
Asia equities offer a cheap way to gain exposure to the AI theme because the region is the engineering hub for AI hardware. The speaker sees value still remaining in Asian markets despite recent gains.
Сред.
11:55
13 мая
13 мая
Bullish on US and Asian equities.
US and Asian equities are attractive because earnings season has been exceptionally strong with broad-based beats, positioning is not frothy (systematic and discretionary far from sell signals), and the AI theme provides a tailwind. Europe lacks AI exposure and needs resolution of the Middle East conflict to become investable, so skip Europe and focus on US and Asia.
Выс.
12:53
06 мая
06 мая
Asia benefits from capital reallocation.
Capital is being reallocated from the US to Asia because Asia will drive 50-60% of global growth over the next decade, and in a world of structurally higher interest rates, investors need growth. This shift from hyper-exceptional US exposure to exceptional will send 5-7% of capital flows to Asia, making the region a net beneficiary.
Сред.
05:52
28 апр
28 апр
Bullish on Asia's demographics and growth.
Asia has strong demographics, a young and smart population, and growing capital markets, making it an attractive long-term investment destination with opportunities across technology, robotics, and biotech.
Сред.
10:36
22 апр
22 апр
Overweight US equities, avoid Europe and Asia.
Remains overweight equities as earnings are delivering, driven by tech and energy. Favors the US for its resilience, is cautious on Europe and Asia due to Middle East impacts, and has added UK and Canada for compartmentalization. Prefers European duration over US duration.
Выс.
09:44
21 апр
21 апр
Bearish on Asian consumers and airlines.
Low-income countries in Asia will suffer from the oil shock, and sectors that consume energy (like airlines) will see margin pressure.
Сред.
05:57
21 апр
21 апр
Avoid South Asia, prefer Northern Asia.
South Asian countries are most vulnerable to the oil crisis and resulting inflation, so broad exposure to the region should be avoided. Instead, prefer Northern Asian markets like China, Taiwan, or Korea which are more resilient.
Сред.
04:20
21 апр
21 апр
Asia equities and real assets are opportunities.
Asia equity markets stand to do very well due to AI and technology trends, and real assets like infrastructure and real estate are also good opportunities in the region.
Выс.
15:30
15 апр
15 апр
Asia and Europe exposed to energy shock.
Asia (specifically South Korea and Japan) and Europe are very exposed to the energy shock due to high energy import dependency, which will create economic weakness and potential investment opportunities in those regions after corrections, such as in Asia tech.
Сред.
17:14
14 апр
14 апр
Asian economies vulnerable to Middle East tensions.
Asian countries are hardest hit by Middle East oil and gas supply disruptions, leading to economic challenges such as difficulty keeping lights on, as they depend on petrochemicals and energy from the region.
Сред.
07:55
14 апр
14 апр
Diversify into Europe and Asia.
Clients are increasingly investing more in Europe and Asia, including emerging markets, driven by diversification needs and past tariff situations, and this trend is expected to continue.
Выс.
07:13
14 апр
14 апр
Stagflation risks pressure Asia and long yields.
Longer-term stagflation risks from supply chain problems due to the war are underappreciated, with upward pressure on long-end yields sustaining and leading to steeper yield curves, which will filter through to other assets, and Asia is where supply chain risks are most acute despite good fundamentals.
Сред.
04:34
14 апр
14 апр
Diversify from USD into European and Asian assets.
Investors are increasingly diversifying away from the US dollar, showing more interest in European and Asian assets as investments mature, driven by the development of Asian bond markets, renminbi internationalization, and the savings and investment union in Europe.
Сред.
Об аналитическом покрытии AAXJ
Buzzberg отслеживает AAXJ (iShares MSCI All Country Asia ex Japan ETF) в 4 источниках. Бычьих сигналов: 26, медвежьих: 1, от 38 аналитиков. Сентимент преимущественно бычий (58%). Всего отслеживаются 43 торговые идеи. За последние 7 дней: бычьих: 2, медвежьих: 1. Последние спикеры: Kevin Sneader, Anthony Stevens, Jean Chia.