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LVMH CEO: Geopolitical crises and economic uncertainty give us reason to be cautious about the outlook.

2026-01-28

LVMH CEO: Geopolitical crises and economic uncertainty give us reason to be cautious about the outlook.

Other News
2026-01-27

Internationally: 1. Societe Generale: Raises gold price forecast, potentially reaching $6,000 by year-end. 2. Morgan Stanley: Gold price may rise to $5,700. 3. Goldman Sachs: Expects the Federal Reserve to keep interest rates stable. 4. Scotiaban

Internationally: 1. Societe Generale: Raises gold price forecast, potentially reaching $6,000 by year-end. 2. Morgan Stanley: Gold price may rise to $5,700. 3. Goldman Sachs: Expects the Federal Reserve to keep interest rates stable. 4. Scotiabank: Decoupled from gold prices, gold stocks have a "catch-up" opportunity. 5. Amundi: US policy threats are driving funds from the dollar to gold. 6. Investinglive: This week may see another change in silver margin levels. 7. Julius Baer: Silver prices may continue their recent rapid rise, climbing further to $125 or even $150. 8. HSBC: US and Japan may take joint action, but this is not a "panacea" to save the weak yen. 9. MUFG: US policy strengthens gold's role as a fear index. 10. Commerzbank: Renewed US-Canada trade tensions could impact the Canadian dollar. 11. Mitsubishi UFJ: Fiscal concerns may limit the yen's rebound potential. Domestic: 1. Huatai Securities: The Fed is likely to pause interest rate cuts in January. 2. Huatai Securities: Oil prices may have entered a bottoming-out and rebound phase. 3. Huaxi Securities: The "slow bull" trend in A-shares is expected to continue. 4. CITIC Securities: The AI industry trend is clear; we remain optimistic about the optical communication sector. 5. CITIC Securities: Major companies are competing in ToD AI healthcare, and are expected to establish a commercial closed loop. 6. CITIC Securities: High-strength, high-conductivity copper alloys, niobium/tantalum alloys, high-temperature alloys, and related components will see a systemic surge in volume. 7. Cinda Securities: The commercial aerospace and humanoid robot industries are accelerating; focus on sectors and stocks with good earnings expectations.
2026-01-27

Thailand's Ministry of Finance: Thailand's overall inflation rate in 2026 is projected to be 0.3% (lower than the 0.5% forecast in October).

Thailand's Ministry of Finance: Thailand's overall inflation rate in 2026 is projected to be 0.3% (lower than the 0.5% forecast in October).
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