Hong Kong’s fragile retail recovery is clouding the outlook for shopping mall rents, with Wharf Real Estate Investment Company (REIC) warning that rising geopolitical tensions could add further uncertainty even as visitor traffic improves. “Volume increase, however, was not often accompanied by commensurate yield increase,” the company said in its annual results released on Tuesday. Advertisement ...
Hong Kong’s fragile retail recovery is clouding the outlook for shopping mall rents, with Wharf Real Estate Investment Company (REIC) warning that rising geopolitical tensions could add further uncertainty even as visitor traffic improves. “Volume increase, however, was not often accompanied by commensurate yield increase,” the company said in its annual results released on Tuesday. Advertisement Stephen Ng Tin-hoi, chairman of Wharf Holdings, the parent company of Wharf REIC, said the outlook for 2026 remained uncertain amid rising geopolitical tensions that could disrupt the global economy and push up inflation. “The world today is very different,” Ng said at a press conference on Tuesday, citing conflicts in Ukraine and the Middle East. Higher oil prices could trigger broader price increases and reduce the likelihood of interest rate cuts, which would weigh on economic activity, he said. Advertisement He said interest rates, which once had room to fall, may no longer decline and could even rise. “All of this will have a serious impact on Hong Kong’s economy,” Ng said.
Wang Wentao. Photo: Xinhua China’s nationwide trade-in program for consumer goods has generated more than 4.16 trillion yuan ($602 billion) in sales, Commerce Minister Wang Wentao said, as authorities seek to boost domestic demand. Speaking at a press conference during the annual session of China’s top legislature on Friday, Wang said continuing the trade-in program is a key priority this year, wi...
Wang Wentao. Photo: Xinhua China’s nationwide trade-in program for consumer goods has generated more than 4.16 trillion yuan ($602 billion) in sales, Commerce Minister Wang Wentao said, as authorities seek to boost domestic demand. Speaking at a press conference during the annual session of China’s top legislature on Friday, Wang said continuing the trade-in program is a key priority this year, with policy support focusing on green and smart products as well as physical retail.
Could Ethereum (ETH +3.19%) surpass Bitcoin (BTC +4.34%) in total market capitalization someday? This possibility of a so-called flippening, as this hypothetical event is known in crypto circles, has been a favorite thought experiment for years now because of the disruption to the ordinary state of affairs that it implies. Still, with Bitcoin's market cap at about $1.4 trillion today, and Ethereum...
Could Ethereum (ETH +3.19%) surpass Bitcoin (BTC +4.34%) in total market capitalization someday? This possibility of a so-called flippening, as this hypothetical event is known in crypto circles, has been a favorite thought experiment for years now because of the disruption to the ordinary state of affairs that it implies. Still, with Bitcoin's market cap at about $1.4 trillion today, and Ethereum's near $240 billion, the gap between these two assets is about as wide as it's been in quite a few years. So is it actually possible for Ethereum to become larger than Bitcoin by 2030, or is it a pipe dream? Ethereum has a narrow path to the top How might Ethereum actually overtake Bitcoin during the next four years? The most credible version of the flippening happening likely starts with a wildcard: quantum computing. Both Bitcoin and Ethereum rely on elliptic curve cryptography (ECC) to secure their wallets and authorize transactions. Alas, sufficiently powerful quantum computers, which might exist within the next 10 years, could crack that cryptography and enable the theft of coins. This threat is not in any way imminent, but the point here is that it's a security problem that needs to be solved by the developers of these two blockchains. At the moment, it looks far more likely that Ethereum will respond to the threat before Bitcoin does, which means that holdings of stored bitcoins will be vulnerable for longer. Expand CRYPTO : BTC Bitcoin Today's Change ( 4.34 %) $ 2952.98 Current Price $ 70960.00 Key Data Points Market Cap $1.4T Day's Range $ 67427.00 - $ 71221.00 52wk Range $ 60255.56 - $ 126079.89 Volume 54B Bitcoin's conservative upgrade process is known for taking years to accomplish anything. That meticulous protocol is very much a feature when you're trying to protect a digital store of value, but it's also a huge liability when you need to move fast. The first formal proposal for making Bitcoin more resistant against quantum attacks entered the community evalu...
Key Points Historically, there was a lot of speculation that Ethereum might flip Bitcoin. That didn't happen. But there's a new factor in play, and it's a big one. 10 stocks we like better than Ethereum › Could Ethereum (CRYPTO: ETH) surpass Bitcoin (CRYPTO: BTC) in total market capitalization someday? This possibility of a so-called flippening, as this hypothetical event is known in crypto circle...
Key Points Historically, there was a lot of speculation that Ethereum might flip Bitcoin. That didn't happen. But there's a new factor in play, and it's a big one. 10 stocks we like better than Ethereum › Could Ethereum (CRYPTO: ETH) surpass Bitcoin (CRYPTO: BTC) in total market capitalization someday? This possibility of a so-called flippening, as this hypothetical event is known in crypto circles, has been a favorite thought experiment for years now because of the disruption to the ordinary state of affairs that it implies. Still, with Bitcoin's market cap at about $1.4 trillion today, and Ethereum's near $240 billion, the gap between these two assets is about as wide as it's been in quite a few years. So is it actually possible for Ethereum to become larger than Bitcoin by 2030, or is it a pipe dream? Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Ethereum has a narrow path to the top How might Ethereum actually overtake Bitcoin during the next four years? The most credible version of the flippening happening likely starts with a wildcard: quantum computing. Both Bitcoin and Ethereum rely on elliptic curve cryptography (ECC) to secure their wallets and authorize transactions. Alas, sufficiently powerful quantum computers, which might exist within the next 10 years, could crack that cryptography and enable the theft of coins. This threat is not in any way imminent, but the point here is that it's a security problem that needs to be solved by the developers of these two blockchains. At the moment, it looks far more likely that Ethereum will respond to the threat before Bitcoin does, which means that holdings of stored bitcoins will be vulnerable for longer. Bitcoin's conservative upgrade process is known for taking years to accomplish anything. That meticulous protocol is very much a feature whe...
Most ETFs make a single bet and hold it. A value fund stays value even when value is getting crushed. iShares U.S. Equity Factor Rotation Active ETF (NYSEARCA:DYNF) takes a different approach: it shifts between factors depending on which ones BlackRock’s models believe are best positioned to outperform at any given time. What DYNF Is ... BlackRock’s DYNF Promises Factor Rotation Right Now It Looks...
Most ETFs make a single bet and hold it. A value fund stays value even when value is getting crushed. iShares U.S. Equity Factor Rotation Active ETF (NYSEARCA:DYNF) takes a different approach: it shifts between factors depending on which ones BlackRock’s models believe are best positioned to outperform at any given time. What DYNF Is ... BlackRock’s DYNF Promises Factor Rotation Right Now It Looks Like A Risky Growth Play
Key Highlights Palantir shares climbed approximately 9% throughout a five-day trading period amid escalating Middle Eastern geopolitical tensions. U.S. forces utilized Palantir’s platform to orchestrate strikes across 1,000 Iranian targets. The Department of Defense terminated Anthropic AI agreements citing national security risks, creating opportunities for Palantir. Fourth-quarter revenue jumped...
Key Highlights Palantir shares climbed approximately 9% throughout a five-day trading period amid escalating Middle Eastern geopolitical tensions. U.S. forces utilized Palantir’s platform to orchestrate strikes across 1,000 Iranian targets. The Department of Defense terminated Anthropic AI agreements citing national security risks, creating opportunities for Palantir. Fourth-quarter revenue jumped 70% year-over-year, reaching $1.41 billion; domestic commercial sales skyrocketed 137%. Analyst opinions remain polarized — projections span from $46 (Burry’s estimate) to $260 (Bank of America’s forecast). Palantir Technologies (PLTR) delivered an impressive performance throughout the past week, climbing nearly 9% over five consecutive trading sessions. The upward trajectory coincided with geopolitical developments that placed the company’s defense capabilities under the spotlight. Palantir Technologies Inc., PLTR News surfaced indicating that American military strikes targeting approximately 1,000 locations across Iran relied on Palantir’s technology platform for coordination. This type of high-profile, mission-critical deployment typically generates significant investor interest and stock movement. Palantir maintains a substantial $10 billion framework agreement with the U.S. Army alongside a $448 million Navy contract. The reports surrounding the Iran operations injected additional energy into an already robust government sector performance. An unexpected catalyst emerged from within the Pentagon itself. Defense Department officials directed agencies to discontinue use of Anthropic’s artificial intelligence models following disagreements concerning national security protocols. A six-month transition timeline was established. Rosenblatt analysts, who elevated their PLTR price target from $150 to $200 while maintaining a Buy recommendation on March 3, noted the transition period provides “ample time” to migrate toward LLMs supported by Palantir. The firm emphasized that ...
“Uncertainty does not automatically mean risk off,” says Wei Li, chief global investment strategist at BlackRock, as she examines market reaction to the Iran War. (Source: Bloomberg)
“Uncertainty does not automatically mean risk off,” says Wei Li, chief global investment strategist at BlackRock, as she examines market reaction to the Iran War. (Source: Bloomberg)
One of the biggest themes over the next several years is likely to be the billions of dollars being invested in infrastructure development. The most visible recipient would be data centers, but it could also apply to other areas of the economy. Power grids will need to be revamped to handle the coming electricity demand. Clean energy isn't necessarily a priority for the current administration in t...
One of the biggest themes over the next several years is likely to be the billions of dollars being invested in infrastructure development. The most visible recipient would be data centers, but it could also apply to other areas of the economy. Power grids will need to be revamped to handle the coming electricity demand. Clean energy isn't necessarily a priority for the current administration in the United States, but it will still need to develop over the coming years and decades. Roads, bridges, and rail all need to be improved. Cell tower coverage could be expanded. In short, there's no shortage of demand here. That's why I think the iShares U.S. Infrastructure ETF (IFRA +0.39%) could be a top investment for 2026. This exchange-traded fund's (ETF) top-three sector holdings -- utilities (42%), industrials (31%), and materials (20%) -- are all outperforming the S&P 500 by a wide margin this year as investors have moved away from tech. The ETF owns transportation companies, equipment manufacturers, energy providers, and other infrastructure plays that all stand to benefit from both product demand and capital investment. Expand NYSEMKT : IFRA iShares Trust - iShares U.s. Infrastructure ETF Today's Change ( 0.39 %) $ 0.23 Current Price $ 58.59 Key Data Points Day's Range $ 57.10 - $ 58.74 52wk Range $ 39.94 - $ 60.87 Volume 195K The latest ISM Manufacturing PMI data shows that this sector is finally expanding again. If infrastructure companies piggyback off of this economic acceleration and capitalize on a new wave of related spending for industry development, this ETF could build on its current 12% year-to-date return (as of March 4, 2026) and turn into a big winner in 2026.
Key Points The need to upgrade data center development, the electric grid, and transportation creates a bullish outlook for infrastructure. After years of sluggishness, the U.S. manufacturing sector is finally expanding again. The iShares U.S. Infrastructure ETF (IFRA) is an ideal way to play this growing theme. 10 stocks we like better than iShares Trust - iShares U.s. Infrastructure ETF › One of...
Key Points The need to upgrade data center development, the electric grid, and transportation creates a bullish outlook for infrastructure. After years of sluggishness, the U.S. manufacturing sector is finally expanding again. The iShares U.S. Infrastructure ETF (IFRA) is an ideal way to play this growing theme. 10 stocks we like better than iShares Trust - iShares U.s. Infrastructure ETF › One of the biggest themes over the next several years is likely to be the billions of dollars being invested in infrastructure development. The most visible recipient would be data centers, but it could also apply to other areas of the economy. Power grids will need to be revamped to handle the coming electricity demand. Clean energy isn't necessarily a priority for the current administration in the United States, but it will still need to develop over the coming years and decades. Roads, bridges, and rail all need to be improved. Cell tower coverage could be expanded. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » In short, there's no shortage of demand here. That's why I think the iShares U.S. Infrastructure ETF (NYSEMKT: IFRA) could be a top investment for 2026. This exchange-traded fund's (ETF) top-three sector holdings -- utilities (42%), industrials (31%), and materials (20%) -- are all outperforming the S&P 500 by a wide margin this year as investors have moved away from tech. The ETF owns transportation companies, equipment manufacturers, energy providers, and other infrastructure plays that all stand to benefit from both product demand and capital investment. The latest ISM Manufacturing PMI data shows that this sector is finally expanding again. If infrastructure companies piggyback off of this economic acceleration and capitalize on a new wave of related spending for industry development, this ETF c...