Goldman Sachs and Evercore ISI analysts have raised price targets for GE HealthCare Technologies (GEHC), citing a projected market recovery and strong capital expenditure trends by 2026. The medical devices firm is highlighted as a top hedge fund pick.
A sharp monthly sales decline for China's leading electric vehicle makers in January signals a cooling market, driven by the scaling back of government incentives—a pattern that closely mirrors the recent slowdown in the United States.
For the first time in roughly two decades, Taiwan has surpassed mainland China as the largest country weighting in the MSCI Emerging Markets Index. The shift, driven by the outperformance of Taiwan's AI-focused tech giants, underscores the immense influence of benchmark providers on global capital allocation and spotlights a significant realignment within emerging markets.
SAP discontinues its legacy IS-H healthcare software in the DACH region, impacting dozens of hospitals, while appointing David Robinson to lead its crucial North American operations. The moves signal a strategic pivot as the enterprise software giant navigates a complex market landscape.
Sciwind Biosciences secures Chinese approval for its GLP-1 agonist Xianyida, entering a crowded but high-stakes diabetes treatment market dominated by global giants, as the country grapples with the world's largest diabetic population.
Visa and UnionPay International announce a strategic partnership to enable real-time, cross-border payments directly to debit cards in China, targeting one of the world's largest remittance corridors by 2026.
The Trump administration launches a major public-private initiative to stockpile essential minerals, aiming to shield U.S. manufacturers from supply shocks and reduce strategic dependence on China.
The third-quarter earnings season for healthcare technology providers revealed a sector in transition, with companies like Astrana Health posting strong revenue gains but facing investor scrutiny over profitability and guidance. While digital transformation tailwinds persist, adoption challenges and tightening hospital budgets are testing the industry's growth narrative.
GE HealthCare Technologies prepares to release its fourth-quarter financial results amid steady analyst expectations and a mixed performance landscape for medical equipment peers.
The operator of KFC and Pizza Hut in China reports quarterly results Wednesday, with investors watching for signs of sustained recovery in a competitive dining landscape.
Siemens Healthineers reported a resilient start to fiscal 2026, with strong performance in its imaging and precision therapy divisions offsetting a significant downturn in its diagnostics business in China, prompting a strategic reassessment of its operations in the key Asian market.
British pharmaceutical giant AstraZeneca has entered a strategic partnership with China's CSPC Pharmaceutical, committing over $1 billion upfront to co-develop next-generation obesity therapies, signaling intensified competition in the lucrative global weight-loss drug market.
As the healthcare sector outpaces the broader market, investors are searching for sustainable winners. We analyze two companies with innovative models in cardiac care and senior health, while flagging one stock where the risks may outweigh the rewards.
Amid a cautious macroeconomic backdrop, select technology companies are charting a path of exceptional growth. We analyze three firms from China and Japan whose innovation and market strategies are driving forecasts that significantly outpace their domestic markets.
While small and mid-cap stocks have lagged behind large caps amid a cautious market, a closer look reveals compelling opportunities. We examine three lesser-known companies from China, Japan, and the semiconductor sector that combine strong fundamentals with distinct growth narratives.
While broader market sentiment remains cautious, a closer look reveals potential in select small-cap opportunities. We examine three ASX-listed penny stocks—Argenica Therapeutics, SenSen Networks, and Vita Life Sciences—that are navigating unique paths in biotech, AI, and healthcare, offering distinct risk-reward profiles for discerning investors.
Automotive safety giant Autoliv announces a strategic joint venture with China's Hangsheng Electric to develop next-generation safety electronics, concurrent with aggressive cost-cutting measures and a substantial share repurchase program, signaling a multifaceted strategy to bolster its market position.
GE HealthCare Technologies' shares have faced recent pressure, lagging behind broader market and industry peers. A deep dive into valuation metrics, including discounted cash flow and P/E analysis, suggests the stock may be significantly undervalued. We examine the numbers and the narratives shaping investor sentiment.
As Qualcomm prepares to report Q1 FY2026 earnings, the chipmaker faces a pivotal moment. Mounting competition from Apple's in-house modems, a slowing handset market, and regulatory pressures in China have investors on edge, setting the stage for a report that could redefine the stock's trajectory.
Despite a challenging quarter, Baron Discovery Fund's latest investor letter reveals a conviction in Waystar Holding Corp., a healthcare payments software provider, highlighting its long-term potential in an evolving market.
