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Giấy phép số 4978/GP-TTĐT do Sở Thông tin và Truyền thông Hà Nội cấp ngày 14 tháng 10 năm 2019 / Giấy phép SĐ, BS GP ICP số 2107/GP-TTĐT do Sở TTTT Hà Nội cấp ngày 13/7/2022.
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Green SM changes its brand from Xanh SM to Green SM. The Green Smart Mobility and Intelligent Transport Joint Stock Company (GSM) announced the brand change from Xanh SM to Green SM. The change aims to unify brand identity across the entire system and marks the company's three-year operation. In…
BlackRock’s latest weekly report said the firm sees two developments that warrant taking on more risk in the stock market. It also noted that, a few weeks earlier, the Middle East conflict prompted BlackRock to reduce risk and adopt a neutral stance on US equities.
BlackRock said US–Iran talks broke down last weekend, but it identified economic drivers that could encourage all sides to end the conflict. The firm pointed to evidence of actions that could reopen maritime traffic through the Hormuz Strait.
BlackRock added that cargo flows through the Hormuz Strait would need to rebound to create a durable positive impact on markets. It said the macro impact of such a rebound would be meaningful, but it is not necessarily expected to return to pre-conflict levels. The firm also said other factors could offset the remaining macro drag and support a moderate risk tolerance over the long term.
BlackRock highlighted improving earnings growth expectations for both the US and emerging markets in 2026, supported by AI. It said Korean and Taiwanese (China) firms—major hardware suppliers for AI—are driving earnings growth in emerging markets.
In the US, BlackRock cited LSEG data forecasting semiconductor earnings to rise by around 80% this year, which it said would help lift the technology sector and the broader market.
BlackRock said profit growth is projected to increase while the stock market declines. It also reported that the 12-month forward valuation of the IT sector relative to other sectors in the US is at its lowest level since mid-2020.
The firm further said the IT sector is expected to deliver about 43% earnings growth in 2026, up from 26% last year.
BlackRock said geopolitical fragmentation is supporting defense and aerospace sectors. It noted that governments are pursuing energy independence and encouraging investment in supply-chain resilience, which—along with AI—can boost demand for infrastructure and energy.
Overall, BlackRock said it sees evidence of economic dynamics aimed at ending the US–Iran conflict. The firm shifted to a moderately positive risk stance and said it prefers US equities as a relative choice. It also said it is tilting toward holding more emerging-market equities and remains focused on thematics such as defense.
Premium gym chains are entering a “golden era” that is ending or already in decline, as rising operating costs collide with shifting consumer preferences toward more flexible, community-based ways to exercise. Long-term memberships are shrinking, margins are pressured by higher rents and facility expenses, and competition from smaller, more personalized…
