A week of "maximum uncertainty" should deliver a key opportunity for investors, according to Evercore ISI's Julian Emanuel. "We're getting towards an inflection point where we would want to commit capital here," the firm's managing director said Monday on CNBC's " Fast Money ." Emanuel pinpoints next Monday, April 6, the day President Donald Trump lifts the pause on attacking Iran's energy facilit...
A week of "maximum uncertainty" should deliver a key opportunity for investors, according to Evercore ISI's Julian Emanuel. "We're getting towards an inflection point where we would want to commit capital here," the firm's managing director said Monday on CNBC's " Fast Money ." Emanuel pinpoints next Monday, April 6, the day President Donald Trump lifts the pause on attacking Iran's energy facilities , as a potential gamechanger for energy prices and Wall Street. "The bullish case for stocks lies solely on getting the oil price down," said Emanuel, who sees another 30 to 45 days of prices at current levels doing lasting damage to the economy and markets. That's not his base case, however. The market bull plans to deploy more cash to stocks if the S & P 500 drops to 6,150 — which would reflect another 3% loss from current levels. "It would almost be sort of irrational to say that it's not a possibility," said Emanuel. "It's a buying opportunity in our view." The drop would put the S & P 500 firmly in correction territory. Right now, the index is about 0.6% from correction territory. 'Tariff tantrum' parallels Emanuel compares the current backdrop to last year's "tariff tantrum." He predicts a policy breakthrough on Iran would spark a powerful rebound similar to Trump's "tariff pivot." Last March, Emanuel also gave "Fast Money" a deadline surrounding peak uncertainty. In a note that week, he told investors to resist tariff angst and accumulate stocks. By May, the S & P 500 recovered its losses . Now, Emanuel is looking to pounce on a popular market group that has been struggling: The artificial intelligence trade. "They have very visible earnings streams," he said. "Of course, there will be those concerns around AI and capex. But these are the names that if the economy slows down, you're still going to get the earnings at a price that's very attractive." Emanuel, who expects the S & P 500 to rebound to all-time highs, points to an encouraging pattern in the charts. "W...
South Korea’s $1 trillion pension fund will aggressively wield its voting rights to improve corporate governance and transparency, which have lagged global standards, its chief executive said. “The National Pension Service has sent a clear signal and things will be different next year,” Kim Sung-joo , the fund’s Chairman and CEO said in an interview Friday, pointing to the next annual shareholder ...
South Korea’s $1 trillion pension fund will aggressively wield its voting rights to improve corporate governance and transparency, which have lagged global standards, its chief executive said. “The National Pension Service has sent a clear signal and things will be different next year,” Kim Sung-joo , the fund’s Chairman and CEO said in an interview Friday, pointing to the next annual shareholder meetings in March 2027, when boards will again face investors. The fund, which holds stakes ranging from 5% to 10% in companies including Samsung Electronics Co. and Hyundai Motor Co. , has rarely used its influence to reshape boards or set agendas, contributing to a perception that it’s merely a “rubber stamp.” Kim, who became CEO last year, is seeking to shed that reputation. Kim’s remarks signal a major shift at NPS. The state-run pension fund is aligning its full weight with the government’s push to improve corporate governance, an area that has long deterred foreign investors and left Korean companies trading at a persistent discount to global peers. “The Korea discount will naturally fade, and the market could move toward a Korea premium. We need to send clear signals to avoid misunderstandings,” Kim added. South Korean stocks rallied last year to become the world’s best-performing market, partly driven by the government’s reform push. Companies increased dividends, canceled a record number of treasury shares — often used to maintain control — in 2025, and rolled out corporate value-up programs. While that momentum was derailed by escalating conflict in the Middle East, investors say meaningful implementation of these reforms could provide fresh impetus. Read More: Investors Turn to Korea Shareholder Meetings for Stocks Revival The South Korean government has overhauled the Commercial Code, placing a much heavier onus on companies to fix their governance. Earlier this month, NPS opposed the appointment of the vice chairman of HS Hyosung Advanced Materials Corp. and th...
Explore the exciting world of Regeneron Pharmaceuticals (NASDAQ: REGN) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!*Stock prices used we
Explore the exciting world of Regeneron Pharmaceuticals (NASDAQ: REGN) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!*Stock prices used we
China's EV Giant BYD Misses Earnings, Enters Brutal New Phase Of Competition BYD is entering a tougher phase after releasing weaker-than-expected financial results and signaling growing pressure in China’s electric vehicle market, according to Bloomberg . Chairman Wang Chuanfu described the current environment as having “reached a fever pitch, and is undergoing a brutal ‘knockout stage.’” The comp...
China's EV Giant BYD Misses Earnings, Enters Brutal New Phase Of Competition BYD is entering a tougher phase after releasing weaker-than-expected financial results and signaling growing pressure in China’s electric vehicle market, according to Bloomberg . Chairman Wang Chuanfu described the current environment as having “reached a fever pitch, and is undergoing a brutal ‘knockout stage.’” The company’s stock fell at the opening of trading in Hong Kong, reflecting investor concerns. Its latest quarterly results showed a sharp drop in profitability, with earnings and revenue both missing forecasts. This downturn followed a challenging year overall, marked by declining annual profits despite BYD maintaining strong global sales and even surpassing Tesla in volume. At home, the company is losing momentum. Demand in China has softened, and competition—especially from newer, technology-driven entrants like Xiaomi—is intensifying. Although revenue still grew slightly over the past year, profit margins narrowed and overall earnings declined, pointing to rising costs and pricing pressure. The beginning of 2026 has not reversed this trend. Domestic sales have continued to weaken, and BYD has been overtaken by Geely in the Chinese market. To offset this, the company is focusing more on international expansion, where demand remains stronger and profit per vehicle is higher. Its goal of selling over a million cars abroad highlights how critical overseas markets have become, even though building factories outside China requires significant investment. Bloomberg writes that financial pressures are also increasing. Analysts suggest that BYD’s domestic car business could soon become unprofitable, leaving exports as the primary source of earnings. While higher oil prices may temporarily push more consumers toward EVs, sustained growth will depend on improving charging infrastructure and broader industry support. Some of BYD’s difficulties are tied to its own strategic choices. Its “Go...