KANTER

The official Twitter account of KANTER. Public relations strategies for investment management firms. Tweets may include client media coverage.

[Invest In Assets 📈 @InvestInAssets]

Akre Capital's 3 legged stool is a great framework for long-term quality investing:

[John Rotonti Jr @JRogrow]

“A snowball rolling faster (analogous to a higher rate of return) down a short hill will not compound in size nearly as much as a snowball rolling more slowly down a long hill...investors are often more tantalized by rapid growth than by durability.” - John Neff Neff, Akre Cap

[The Wire China @thewirechina]

Beijing is acting now to stave off a financial crisis despite the country’s top banks appearing healthy on paper, writes @NBorstSF in this week's op-ed. https://t.co/GUBpXlZWIg

[Lingling Wei 魏玲灵 @Lingling_Wei]

Update: NPC unveiled a three-year plan to reduce local governments’ off-book debt by RMB12 trillion — but No New Stimulus

China will have to do more to stimulate domestic demand in the event of a Trade War 2.0. But there’s no consensus in policy making circle … 🧵

[John Rotonti Jr @JRogrow]

This💯💯💯...

"Compounding takes place over time periods long enough to include a host of bad and scary things." - John Neff, Akre Focus Fund Q3:2024 letter

[The Wall Street Journal @WSJ]

It is too early to tell if China’s weeklong blizzard of stimulus will reignite flickering growth. But its impact is unmistakable in one corner of the economy: Red-hot stock markets. https://t.co/x65udIreph https://t.co/x65udIreph

[John Lothian @JohnLothian]

Emerging markets has become a redundant term via @FT
https://t.co/TWdLB2AV4B

[Jonathan Cheng @JChengWSJ]

Chinese firms’ profits are under pressure from feeble demand and chronic oversupply. Producer prices have been falling for almost two years. A firm operating on a profit margin of 5% or 6% couldn’t swallow 60% tariffs, said Nick Borst of Seafarer Capital.
https://t.co/7GkSuhGE2j

[The Wall Street Journal @WSJ]

China was bruised by its trade war with the U.S. under President Donald Trump. If he wins the White House in November, round two will be tougher https://t.co/AKuNBlUxNw https://t.co/AKuNBlUxNw

[FT China @ftchina]

China’s factory activity contracts for third straight month https://t.co/lwDoYe2GUK

[Consuelo Mack @ConsueloMack]

“If you look at analyst forecasts, you will see by the end of 2024 or beginning of 2025 earnings growth for us small caps and emerging markets will be superior to that of the Magnificent Seven.”
-Richard Bernstein
https://t.co/QlTU2yKEL8

[GuruFocus @gurufocus]

Akre Capital's Akre Focus Fund 2nd-Quarter Letter: A Review $NVDA $AAPL $MSFT $V $MA $DHR $MCO $TSX:CSU $KKR $ROP $AMT $CSGP $ORLY $KMX #stocks #investing #valueinvesting #Letter #Commentary #Value https://t.co/5bhC7Urufa

[KANTER @KanterPR]

Ahead of today’s debate between #Trump and #Biden, they largely agree in one area – #China. @reshmakapadia at @barronsonline unpacks whose plan would be more beneficial or disruptive to markets

https://t.co/xXMgu9tAeK

[Bloomberg @business]

Hong Kong’s rental prices finally recover to pre-pandemic levels as mainland Chinese students and professionals flock to the city.

Meanwhile, rival financial hub Singapore’s rental market softens, with rents declining for the second consecutive quarter https://t.co/WANittDBzf

[Sujata Rao @Sujata_markets]

Just 14% of lawmakers in India's new parliament are women. Reflects the dismal picture overall: women comprise 33% of Indian labour force, half China’s level and well below the global average of 49%, according to the World Bank https://t.co/IZ4Cb0Ae3f via @bbgequality

[Bloomberg @business]

Two of China’s biggest cities saw improvements in homebuyer sentiment last weekend after relaxing property restrictions, the first positive signs in months for the embattled real estate sector https://t.co/k6WxxYO77W

[Bloomberg @business]

Global bonds rallied on the latest sign that developed nations are finally getting a grip on inflation. https://t.co/9ct9end045

[Bloomberg @business]

China data point to a lopsided economic recovery https://t.co/natBpjc1DK

[Bloomberg Markets @markets]

In credit markets worldwide, almost anything goes https://t.co/7rEi44Vuqy

[Barron's @barronsonline]

Chinese Stocks Are Bouncing Back. Why You Should Wait. https://t.co/YmFZgbcPTU