"APPETITE" · 총 43건
필터 보기현재 지수
50.3
0 = 부정 우세
50 = 중립
100 = 긍정 우세
최근 7일 기준 84,592건을 분석한 결과, 뉴스 심리지수는 50.3(균형)입니다. 긍정 4,336건(5.1%)·중립 78,131건(92.4%)·부정 2,125건(2.5%)이며, 중립 비중이 뚜렷하게 높습니다. 성향 지수는 종합 14.8(중도 균형)입니다.
Alphabet expects capex to reach up to $190 billion this year, double last year's spending, and the company is turning to investors to help fund its expansion.
Some anti-Trump Republicans have taken their political journey one step further: running for office as full-fledged Democrats. But so far in 2026, their new party’s primary voters haven’t shown much appetite for their candidacies.
CNBC's Jim Cramer said Thursday's rally showed investors remain resilient and eager to buy stocks.
International brokerage firm UBS downgraded BHEL to "Neutral" from "Buy" rating, while raising its target price to Rs 460 from Rs 375, indicating a potential upside of 13.6%. In today’s session, the stock is up over 1% at Rs 411 on the BSE. UBS believes a significant portion of the company's order book expansion is already behind it and noted that competition has intensified over the last three years, with rivals such as L&T and Thermax displaying a stronger appetite for new orders. The brokerage said the stock's risk-reward profile has become more balanced after BHEL outperformed the Nifty by nearly 60% over the past 12 months. Despite the downgrade, UBS remains constructive on BHEL's long-term outlook. It expects a steady flow of orders from the thermal power and industrial segments and believes the company's multi-year revenue visibility does not warrant a "Sell" rating.The brokerage continues to hold earnings estimates above the Street's expectations and has raised its FY27 and FY28 earnings forecasts by 1-3%. It has also increased its valuation multiple to 28x from 25x, factoring in a meaningful ramp-up in execution and an improvement in gross margins. UBS further noted that the order book accumulated during FY23-FY26, when BHEL captured an estimated 75-80% market share, provides strong revenue visibility through FY30.Last month, the PSU company reported a whopping 156% surge in its consolidated net profit to Rs 1,290.50 crore for the January-March quarter of the financial year 2026. Sequentially, net profit saw a sharper rise of nearly 231% from the Rs 390.40 crore reported in the third quarter of the financial year 2026.BHEL’s revenue from operations meanwhile grew 37% YoY to Rs 12,310 crore in Q4 FY26, from Rs 8,993 crore in Q4 FY25. The company’s EBITDA more than doubled to Rs 2,005 crore during the quarter under review, from Rs 990 crore in the year-ago period.For the entire financial year 2026, BHEL saw its net profit surge 200% to Rs 1,600.26 crore, from Rs 533.90 crore in FY25. Revenue, meanwhile, grew 19% YoY to Rs 33,782 crore for the financial year, which ended on March 31, 2026.BHEL shares have risen 38% since the beginning of 2026 and about 50% in the last 1 year.(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)
If Alphabet's record-breaking $85 billion stock sale signals investor appetite for AI-related offerings, we can see that investors are ready to chow.
LA voters weigh in on Spencer Pratt's mayoral run, with some praising his passion and others questioning his qualifications to lead the city.
The S&P 500 and the Dow closed modestly higher on Tuesday as risk appetite driven by AI fervor was counterbalanced by tensions arising from U.S.-Iran talks to reopen the Strait of Hormuz and end the months-long war.Gains in most of the 11 major S&P sectors kept the S&P 500 and the Dow in the green, with the small-cap Russell 2000 outperforming its larger-cap peers. The Nasdaq ended the session essentially unchanged.Small-cap stocks have been some of the biggest beneficiaries of the ongoing enthusiasm surrounding artificial intelligence stocks, which provided some upside muscle. The Philadelphia SE Semiconductor Index advanced on the day.The Software & Services Index, battered in recent months over worries of AI disruption, closed in negative territory.Strong results from Hewlett Packard Enterprise and a funding commitment from Alphabet reinforced confidence in the AI buildout."The market is kind of muted at the surface level, but there is a lot going on under the hood, and that describes much of this year," said Mike Dickson, head of portfolio management at Horizon Investments in Charlotte, North Carolina. "There's some massive dispersion in the whole AI infrastructure ecosystem.""Markets could be in for one of these heated, melt-up rallies where the momentum keeps winning," Dickson added. "I would not be surprised at all to be sitting here at the end of the summer a good bit higher."Tehran is studying a U.S. proposal to bring the war to a halt, but has not been in contact with Washington for days, according to Iranian media, which also said Iran is taking a "stern" approach, given what it views as a history of U.S. noncompliance and mutual distrust. Simultaneously, Israel is continuing its strikes on Lebanon, despite Tehran's warnings that the attacks are threatening to derail the fragile truce.The war has sent crude prices soaring, reviving worries over inflation and giving rise to an increasing likelihood that the U.S. Federal Reserve could hike interest rates by year-end. Cleveland Fed President Beth Hammack said on Tuesday that such a hike could become necessary if already-elevated inflation pressures continue to mount. On the economic front, a report from the Labor Department showed an unexpected spike in job openings, driven by the volatile professional and business services sector. Otherwise, hiring, firing and quits all decreased, suggesting a slowdown in labor market churn in the face of uncertainties related to strife in the Middle East and inflationary effects.Analysts look to the May employment report due on Friday, which is expected to show the U.S. economy added 85,000 jobs last month, a monthly deceleration of 26.1%. The unemployment rate is forecast to stand pat at 4.3%.According to preliminary data, the S&P 500 gained 10.07 points, or 0.13%, to end at 7,610.03 points, while the Nasdaq Composite gained 8.78 points, or 0.03%, to 27,095.59. The Dow Jones Industrial Average rose 237.13 points, or 0.46%, to 51,316.01.Hewlett Packard Enterprise jumped after the AI server maker pulled forward its long-term financial targets by two years. In further evidence of AI buildout, Alphabet said it was looking to raise $80 billion in equity offerings, including an investment from Berkshire Hathaway, to fund a costly expansion of its AI infrastructure. Its shares lost ground on the day. Marvell Technology's shares surged after Nvidia Chief Executive Officer Jensen Huang called the chipmaker the next "trillion-dollar company" at the Computex conference in Taipei. Nvidia invested $2 billion in Marvell in March.A drop in bitcoin hit cryptocurrency firms Coinbase and Strategy Inc.Broadcom is expected to report quarterly results on Wednesday.
The five biggest spenders–split across Saudi Arabia, the UAE and Qatar–collectively spent almost $26 billion during March, April and May.
China imported 4.9 million tons of liquefied natural gas last month, a slight increase on an annual basis, Bloomberg reported today, citing shipping data. The rebound comes ahead of a likely jump in electricity demand over the summer as air-conditioning demand rises. The May figure is also a reversal of import trends from the previous few months, which booked a series of declines amid crimped supply from the Middle East that led to significantly higher prices, dampening importers’ appetite and greater use of coal for power generation. China’s…
China is pitching itself as the global fulcrum for the next phase of artificial intelligence and a legion of robotics companies is lining up initial public offerings to test investor appetite.Unitree Robotics, one of the most recognizable names in the industry after its robots practicing martial arts made headlines, on Monday received approval for a listing in Shanghai. Its IPO will serve as an early test for what could be a broader wave of offerings. Hong Kong alone has at least 46 robotics-related companies in the pipeline, more than 10% of applicants, according to a report. Companies that have filed IPO applications include Leju Robotics and Deep Robotics. “Chinese humanoids are one step closer to IPOs, igniting market interest on humanoids in the second half of 2026,” Sheng Zhong, head of China industrials research at Morgan Stanley, wrote in a note. “Funds from most of the Chinese humanoids’ IPOs will go toward R&D, especially robot models.” The deep pipeline of robotics IPOs mirrors the fast rise of China’s AI ecosystem, where an array of listings whipped up an investor frenzy in the past six months. It also aligns with Beijing’s push to shift high-tech industries from innovation to large-scale deployment. China is rushing to set the pace of funding, industrialization and ultimately leadership in what Nvidia Corp. CEO Jensen Huang calls “physical AI.” Shares of OneRobotics (Shenzhen) Co. jumped as much as 18% in Hong Kong on Tuesday, while component maker Leader Harmonious Drive Systems Co. gained as much as 11% on the mainland. 131456136“This is the decade of the robot – and it belongs to China,” Barclays analysts, including Zornitsa Todorova, wrote in a note last month. “This leadership reflects a decade-long, state-guided push.”The firm says China’s robotics roll-out is already unmatched, accounting for 50% of global industrial robots and 85% of humanoids in 2025. Backed by coordinated industrial policy and tight supply-chain control, humanoids could reach about 3.8% of the nation’s labor capacity by 2035, it estimates. Unitree got a nice shoutout from Nvidia’s Huang on Monday, when he showcased his company’s endeavors in robotic AI. The two companies have partnered to build humanoid “reference” machines, featuring five-fingered hands and built-in chips to replace cumbersome “Frankenrobots” in research labs.Some investors remain more cautious, though, when looking at the companies’ fundamentals. Many robotics firms are expected to burn cash for years and concerns are mounting that valuations could run ahead of earnings.A gauge of humanoid robot stocks has fallen about 13% this year, after registering a 47% gain in 2025. ChinaAMC CSI Robot ETF, a major exchange-traded fund tracking robot-related stocks, has seen net fund outflows for most of this year. Valuations were also elevated, with the sector trading at about 40 times forward earnings, compared with about 14 times for the CSI 300 Index, according to Bloomberg-compiled data.“Investors trading at such elevated valuations are typically not driven by long-term fundamentals, but rather by the pursuit of short-term price gains,” said Shen Meng, a director at Beijing-based investment bank Chanson & Co. “It indicates that sentiment is driven more by market dynamics than by conviction or long-term vision.”The state-run China Securities Journal also struck a cautious tone in an editorial published Tuesday, warning that pre-IPO valuations may outpace fundamentals, with many firms still unprofitable, raising the risk of a sharp correction if growth or commercialization disappoints. Still, prospective issuers can look at the performance of China tech IPOs this year, with many listings thousands of times oversubscribed and producing big gains on their debuts. Two of those companies, AI model developers Knowledge Atlas Technology Joint Stock Co. and MiniMax Group Inc. last month gained inclusion in the Hang Seng Tech Index after massive rallies since their January listings. For investors, the robotics companies can also offer a way to benefit from the rapid expansion of a cutting edge industry, said Zhou Nan, founder and investment director of Shenzhen Long Hui Fund Management Co.“With continued advances in AI, the robotics sector is poised for substantial long-term growth,” Zhou said. “Robotics is expected to become a key driver of enterprise value, and progressively complement or replace human labor across a wide range of use cases.”
Asia’s fuel needs may take priority over the strategic risks of relying on oil from heavily sanctioned Russia, according to experts. Currently, there is little political appetite to treat the surge of Moscow’s crude flowing eastward through a “dark fleet” of tankers as a potential security issue. The US-Israeli war on Iran has caused the price of Brent crude – the benchmark measure – to spike to above US$100 since March, although talks with Washington have seen the price soften in recent days to...
Pro-Trump lawyer Aberaldo de la Espriella pulled ahead as a leader in Colombia’s race for the presidency in the first round of elections over the weekend, capitalizing on a growing appetite for heavy-handed crackdowns on criminal groups across Latin America. Speaking with FRANCE 24's Mark Owen, Christopher Sabatini, Senior Research Fellow on the Americas at Chatham House, says that "this is really again a part of what's unfortunately called the 'Donroe' doctrine asserting itself in partisan politics in Latin America".
The move sets up a high-stakes test of whether investor appetite for the AI revolution can match the sky-high expectations surrounding the booming sector.
Sales of electric vehicles (EVs) in China recovered on solid footing in May, as new models fitted with higher-performance batteries and more advanced driver assistance systems drew consumers amid intensified competition. Zeekr, a premium EV brand owned by Geely Auto, the country’s second-largest carmaker, and Stellantis-backed Leapmotor rewrote their monthly delivery records, the latest sign that local government subsidies have whetted consumers’ buying appetite for big-ticket items. Although...
Bombastic pro-Trump lawyer Aberaldo de la Espriella pulled ahead in Colombia's race for the presidency in the first round of elections over the weekend, capitalizing on a growing appetite for heavy-handed crackdowns on criminal groups across Latin America.
Bombastic pro-Trump lawyer Aberaldo de la Espriella pulled ahead as a leader in Colombia’s race for the presidency in the first round of elections over the weekend, capitalizing on a growing appetite for heavy-handed crackdowns on criminal groups across Latin America. But the second-place finisher, progressive senator Ivan Cepeda, and his ally President Gustavo Petro questioned the results of the election Sunday night without providing evidence. De la Espriella rapidly gained traction in the lea
A new Nielsen report reveals Americans watched 79.8 billion minutes of soccer in 2025, highlighting the sport's explosive growth ahead of the 2026 FIFA World Cup. Los Angeles emerges as one of the nation's top soccer markets.
Amid the benchmark Kospi's record-breaking rally, South Korea's cryptocurrency market has slowed, with trading volumes falling sharply as investors rotate into equities. Retail investors have been shifting funds from cryptocurrencies into equities as the Kospi extends its rally, reaching an intraday record high above 8,800 as of press time on Monday. Investor appetite for virtual assets, on the other hand, has been dampened by bitcoin's decline from last year's peak as geopolitical uncertainties
In Pakistan, owning a house is more than just shelter; it is a symbol of financial stability and social status. However, this goal is slipping out of reach for many as soaring property prices and real wage decline have made homeownership increasingly unaffordable. Before getting into the extent of this problem, we first need to understand the country’s demographics and how the problem is only expected to amplify. By 2100, Pakistan is projected to be the third largest country in the world with more than 500 million inhabitants. Based on the average household size of 6.3 per 2023 census, the country potentially faces an annual demand of 977,497 houses. While that foretells a massive planning and resource challenge, the distribution is even more telling. According to the 2023 census, urban areas, which house 39 per cent of the population, expanded at 3.65pc annually, almost twice the growth rate of 1.90pc in rural areas, driven by the double whammy of high births as well as internal migration. Both this pace and the gap have widened from 2017, when the rate of change for urban areas was 3pc compared to 2pc rural. The ramifications for housing are significant: the top 20 districts by density contain 83m people, yet occupy merely 5pc of the landmass, according to a new policy brief, “Urbanisation, Housing Supply, and the Credit Gap in Pakistan”, published by the Karachi School of Business Leadership’s InsightLab. What this means is that in the absence of proper metropolitan infrastructure, demand is naturally channelled towards more central locations where the supply doesn’t adjust accordingly, thus putting pressure on prices. While demand-side incentives are great at developing depth in the mortgage markets, home ownership is a supply problem as low-cost options are almost negligible in core urban centres Islamabad’s urban housing market best reflects the classic case of rising inaccessibility, where the average per-square-foot price is Rs31,000, whereas Karachi and Lahore stand at Rs27,000 and Rs21,000, respectively, as per Zameen.com. Since Covid-19, Pakistan’s urban housing market has generated staggering returns, with average per-square-foot prices rising by 103pc in Karachi, 115pc in Islamabad, and 90.9pc in Lahore. It’s no surprise then that renting is far more common in Karachi and Islamabad, with 36pc of households renting in both cities compared to 20pc in Lahore. As urbanisation would accelerate even further in search of better economic opportunities and living standards, a growing share of the population will be unable to purchase properties in highly inflated urban centres. Eventually leading to increasing demand for rental housing, which would in turn put upward pressure on rents and gradually narrow the gap between rental and property prices. While the demographic challenge is already hard to arrest, the housing problem is only exacerbated by a lack of credit access as Pakistan’s mortgage markets remain underdeveloped. High appetite from the government has systematically diverted liquidity towards the treasury and crowded out private sector credit, which stands at just 9.2pc of GDP. Within that constrained pool, personal finance comprises only 11pc or Rs1.4 trillion, of which Rs507.2bn trickled down to mortgages as of December 2025. However, this figure substantially overstates the market’s depth, for it clubs house loans to both consumers and bank employees. In fact, the latter accounts for over 56pc of the scheduled banking outstanding housing advances. In terms of volumes, the market is even more skewed as only 34,926 consumers had an outstanding housing loan from a scheduled bank as of December, out of almost 90m deposit accounts. Contrast this with slightly over 200,000 bank employees claiming 91,396 mortgages. These challenges stem partly from the economy’s boom-and-bust cycles, in which borrowing costs fluctuate sharply, discouraging financial institutions from underwriting long-term loans while making markups prohibitively high and volatile for end customers. Moreover, the lack of formal income and credit history, coupled with weak foreclosure laws, made the segment quite unviable. The data attests to this: mortgage non-performing loans stood at Rs14.8bn as of March, which represents 32.8pc of all consumer sector bad debts despite making up only 23.2pc of the segment’s loan portfolio — translating into an infection ratio of 6.4 versus 4.2, respectively. Multiple attempts have been made to address this problem. When the ‘Mera Pakistan Mera Ghar’ (MPMG) scheme was launched in 2020, it was designed as a broad, multi-tiered housing finance program to support both low- and middle-income buyers. It offered four tiers with loan sizes ranging from Rs2m to Rs10m and unit size limits extending up to 10 Marla (2,000 sq. ft) for Tier 3. Except for Tier 1, there was no price cap on housing units and customer pricing was differentiated by tier, which started at 3pc for Tier 1 and went up to 7–9pc for higher tiers, while banks were allowed varied spreads on top of Kibor [Karachi Interbank Offered Rate]. This structure gave borrowers not only some predictability on pricing but also flexibility across income segments, including access to upper-tier customers. By June 2022, the scheme had been suspended amid economic and political uncertainty. But almost three and a half years later, it made a comeback under a new branding, albeit with some key changes. First, the end customer rates are cheaper and fixed at 5pc for the first 10 years. Second, the markup subsidy is to be provisioned in the federal budget instead of a refinancing facility by the central bank, due to the International Monetary Fund conditionalities. Though these amendments may make the scheme more attractive to borrowers while still maintaining monetary prudence, the more important question is: how did the previous intervention fare? According to available numbers, MPMG received applications worth Rs514bn, of which Rs235bn was approved, and only Rs99bn were disbursed. It was complemented by ‘Naya Pakistan Housing Program’, a supply-side intervention wherein the government assured to provide 5m houses. While the targets were quite ambitious, the reality fell well short, with only 21,980 low-cost units completed, about 52,000 under construction and 95,084 in the planning phase. That’s where the biggest learning lies; while demand-side incentives are great at developing depth in the mortgage markets, home ownership in Pakistan is largely a supply problem as low-cost options are almost negligible in core urban centres. Moreover, the lack of mass transit and infrastructure deters residents from moving to the more affordable options in the peripheries. Unless those are addressed, cheap loans will only go so far. Mutaher Khan is co-founder of Data Darbar and Head of InsightLab at KSBL. Hasan Umair and Shahzaib Abbasi are analysts at InsightLab. Published in Dawn, The Business and Finance Weekly, June 1st, 2026
South Korean stocks opened at a fresh record high Monday as investor appetite for tech shares helped offset uncertainty surrounding negotiations between the United States and Iran over a peace agreement. The benchmark Korea Composite Stock Price Index rose 9.52 points, or 0.11 percent, to a fresh high of 8,485.67 at the opening bell. The Kospi closed at a record high of 8,476.15 on Friday. Over the weekend, Washington and Tehran exchanged messages seeking revisions to a draft agreement aimed at