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Recent Posts by davin

With earnings approaching, Nvidia trades at $190 and investors wonder whether it can surpass $200 soon

Nvidia trades near $190 ahead of Wednesday earnings, with $193 resistance in focus. Big revenue hopes, AI partnerships, and China GPU sales fuel bullish calls—yet Burry fears “sell-the-news”; volatility favors straddles. – vtmarketsmy.com

ING’s Deepali Bhargava says Vietnam benefits most in ASEAN from US Section 122 tariffs, boosting export-led supply chains

Vietnam stands to win big as the US adopts a flat 15% Section 122 tariff, boosting export competitiveness, growth, and trade. Traders eye stronger VND and Vietnam equities. – vtmarketsmy.com

ING’s Deepali Bhargava says Vietnam stands to benefit most in ASEAN from US Section 122 tariffs, boosting export-led supply chains

Vietnam stands to be ASEAN’s biggest winner as the US adopts a flat 15% Section 122 tariff, boosting export competitiveness, GDP and exports—supporting VND strength and bullish Vietnam equities. – vtmarketsmy.com

MUFG’s Michael Wan expects USD/CNY to edge lower as US tariffs ease and the US dollar weakens

MUFG sees USD/CNY drifting lower as the dollar weakens and U.S. tariffs shift. Falling effective tariffs boost China, reduce export rerouting, lift U.S.-bound exports, and ease volatility. – vtmarketsmy.com

In January, South Korea’s annual producer price index growth stayed steady at 1.9%, unchanged from previous readings

South Korea’s PPI stayed at 1.9% in January—no inflation surprise. That boosts odds of a steady 3.5% rate, weaker won, firmer KOSPI outlook, but watch China slowdown risks. – vtmarketsmy.com

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