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Momentum-driven Commodity Trading Advisors (CTAs) are cautious about increasing long positions despite a strong rebound in risky assets, having bought around $30 billion in global equities. They prefer steadier trends and are poised to turn negative on fixed income due to uninspiring price trends. In credit, CTAs are shifting to new long positions, while maintaining a bullish stance on gold and a bearish outlook on the USD, with regional preferences favoring China, the EU, and Latin America.
High-net-worth investors in Asia are shifting away from dollar-based assets, diversifying into crypto, gold, and Chinese equities as global trade tensions ease. The U.S.-China tariff war highlighted the need for diversification, prompting a renewed interest in Bitcoin and commodities as safer, inflation-resistant investments. With regulatory clarity improving in key Asian markets, digital assets are increasingly viewed as essential components of a robust investment strategy.
Barclays has raised its price target for CF Industries to $91, maintaining an Equal Weight rating, driven by strong fertilizer prices and market demand. Analysts project an average target of $89.42, indicating a slight upside from the current price of $87.73, while the company reported a robust Q1 2025 with an adjusted EBITDA of $644 million and a 100% utilization rate in ammonia production. CF Industries continues to focus on shareholder returns, having returned $5 billion since 2022 and launching a new $2 billion share repurchase program.
Barclays has raised its price target for Nutrien (NTR) to $61 from $59, maintaining an Equal Weight rating, driven by higher fertilizer prices and strong demand. Analysts project an average target price of $62.76, indicating an 8.09% upside from the current price of $58.06, while the consensus rating suggests an "Outperform" status. Nutrien's positive outlook is supported by increased retail fertilizer sales and successful acquisitions, alongside a commitment to achieving $200 million in cost savings by 2025.
Wealthy Asian investors are increasingly diversifying away from US dollar assets, turning to cryptocurrencies, gold, and Chinese investments amid geopolitical tensions, according to UBS's Amy Lo. This shift reflects a growing acceptance of digital assets as legitimate components of investment strategies, alongside traditional safe havens like gold. Despite the rising interest, Lo cautioned that market volatility, particularly in cryptocurrencies, remains a significant consideration for these high-net-worth clients.
Wealthy investors in Asia are shifting from US dollar investments to gold, cryptocurrencies, and Chinese assets amid rising geopolitical uncertainty and market volatility. UBS reports increased interest in China, while Bitcoin is being recognized as a digital store of value, reflecting a broader trend of diversifying away from dollar reserves. A recent tariff truce between the US and China has further fueled optimism among investors.
Barclays analyst Benjamin Theurer has raised the price target for Mosaic (MOS) to $40 from $33, maintaining an Overweight rating on the shares. The increase is attributed to strong fertilizer prices and robust demand in the market.
Wealthy investors in Asia are shifting from US dollar investments to gold, cryptocurrencies, and Chinese assets amid rising geopolitical uncertainty and market volatility. UBS reports increased interest in gold and Bitcoin as safe havens, while a recent US-China tariff truce has sparked renewed optimism in Chinese markets. This trend reflects a broader move towards diversified portfolios and alternative assets among high-net-worth clients.
Franco-Nevada reported a quarterly EPS of $1.07, exceeding estimates of $1.00, with revenues of $368.40 million, up 43.5% year-over-year. The company declared a quarterly dividend of $0.38 per share, with a payout ratio of 47.50%. Analysts maintain a "Moderate Buy" rating, with a consensus price target of $162.25.
UBS's Amy Lo has observed a significant shift among Asia's wealthy clients, who are increasingly moving their investments away from U.S. dollar-denominated assets. Instead, they are favoring gold, Bitcoin, and Chinese assets, driven by concerns over the U.S. dollar's stability and a desire for alternative stores of value. This trend was discussed during a Bloomberg New Voices event in Hong Kong.
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momentum traders cautious despite rebound in risky assets according to UBS
14:02 14.05.2025
high-net-worth investors shift from dollar to crypto and gold in asia
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barclays raises price target for cf industries amid strong fertilizer market
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barclays raises nutrien price target amid strong fertilizer demand and market position
12:37 14.05.2025
wealthy asians diversify portfolios towards crypto gold amid geopolitical tensions
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asia's wealthy shift investments from us dollar to gold crypto and china
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12:27 14.05.2025
Barclays raises Mosaic price target to 40 amid strong fertilizer demand
12:11 14.05.2025
asia's wealthy shift investments from us dollar to crypto and gold
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11:47 14.05.2025
franco-nevada reports strong earnings and declares quarterly dividend
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asian wealthy clients shift investments from dollar to bitcoin gold and china
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