Demand Uncertainty

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瑞银:印度经济展望_印度与黄金_所有闪光之物
瑞银· 2025-06-23 02:09
ab 17 June 2025 Global Research India Economic Perspectives India and gold: all that glitters Gold price rally to continue UBS's Basic Materials team forecasts the gold price to rise to US$3,500 in 2026. We believe the case for gold has become more compelling in an environment of escalating tariff uncertainty, weak growth, high inflation and lingering geopolitical risks. As most of India's gold supply is imported (87%), higher global gold prices (although we expect softer gold volume demand) imply that Indi ...
Nvidia's 2025 Pain Looks Overdone -- Fundamentals Suggest Strong Q1 (Upgrade)
Seeking Alpha· 2025-05-16 13:56
Heading into 2025, I wrote an article arguing that Nvidia Corporation's (NASDAQ: NVDA ) 2025 "won't be so easy," pointing to a combination of demand uncertainty and competitive pressures. Since the publication of said article, Nvidia shares haveExperience as an investment analyst for a major BB-Bank, as well as private equity consultant for MBB. Currently working towards the CFA charter, having completed I&II. Passion for risk-assets (Growth, Contrarian, Emerging Market) ex-colleague and close friend of Inv ...
MasterBrand(MBC) - 2025 Q1 - Earnings Call Transcript
2025-05-06 21:32
MasterBrand (MBC) Q1 2025 Earnings Call May 06, 2025 04:30 PM ET Company Participants Farand Pawlak - Vice President of Investor Relations & External CommunicationsDave Banyard - President & CEOAndi Simon - EVP & CFOGarik Shmois - Managing DirectorAdam Baumgarten - Managing Director Conference Call Participants Tom Mahoney - Senior Research Analyst - Partner Operator Welcome to Master Brands First Quarter twenty twenty five Earnings Conference Call. During the company's prepared remarks, all participants wi ...