

US Recession Fears Fade, Alibaba and JD.com Earnings
Aug 16, 2024
Tim Moe, Chief APAC Regional Equity Strategist at Goldman Sachs, Vance Howard, CEO & Portfolio Manager at Howard Capital Management, and Terri Spath, Founder of Zuma Wealth, dive into the evolving economic landscape. They analyze the potential soft landing for the US economy while discussing shrinking recession fears. The conversation shifts to the latest earnings from Alibaba and JD.com, exploring market reactions and investment strategies amid China’s consumer challenges. They also forecast promising growth for the S&P 500 and emphasize resilience in dividend stocks.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Navigating China's Equity Market Trends
01:44 • 7min
Economic Data Insights and E-Commerce Earnings Analysis
08:26 • 2min
Navigating Economic Shifts
10:15 • 7min
Bullish Outlook for S&P 500 and Business Tech Support
17:13 • 2min
Navigating Japan's Economic Landscape
18:56 • 6min
Collaboration for Success: Lenovo and Stiefel's Impact on Business
24:55 • 2min