Category: Articles

Tech Stock Shakeup: Chinese Rally Challenges US Dominance

https://alaricsecurities.com/tech-stock-shakeup-chinese-rally-challenges-us-dominance/
Nikolay Stoykov, Managing Partner at Alaric Securities on Euronews  Bulgaria The recent performance of technology stocks suggests a shift in investor sentiment. While the “Magnificent Seven” tech giants in the U.S. underperformed, older names like ...

India mirrors China 20 years ago, driving Europe and the USA to strengthen ties with it

https://alaricsecurities.com/india-mirrors-china-20-years-ago-driving-europe-and-the-usa-to-strengthen-ties-with-it/
Anton Panayotov, Vice Chairman of the Bulgarian Business Leaders Forum and CEO of Alaric Securities, on “Business Start” India is presently extremely attractive to businesses from Europe, as the country is experiencing significant growth and ...

Amid Trade Barriers, I Would Seek Shelter in U.S. and Chinese Tech Stocks

https://alaricsecurities.com/amid-trade-barriers-i-would-seek-shelter-in-u-s-and-chinese-tech-stocks/
Nikolay Stoykov, Managing Partner at Alaric Securities on “Business Start”, BloombergTV Bulgaria In the context of a trade war, I see American and Chinese technology stocks as safe-haven assets rather than short positions. I suggest ...

The Strong Dollar Will Persist a While If Trump Imposes Tariffs

https://alaricsecurities.com/the-strong-dollar-will-persist-a-while-if-trump-imposes-tariffs/
Anton Panayotov, founder and CEO of Alaric Securities on “Business Start”, BloombergTV Bulgaria The market looks ahead and takes preemptive actions. As soon as it became clear that Trump would win, nearly all assets that ...

The British Pound Is Behaving Like a Developing Economy’s Currency

https://alaricsecurities.com/the-british-pound-is-behaving-like-a-developing-economys-currency/
Yanko Hristov, Head of Institutional Sales and Business Development at Alaric Securities on “Business Start” Broad sell-offs have persisted in UK markets for the fourth consecutive day, focusing attention on the pound, which has fallen ...

BRICS will not create a currency, but the yuan may become convertible

https://alaricsecurities.com/brics-will-not-create-a-currency-but-the-yuan-may-become-convertible/
Nikolay Stoykov, Managing Partner at Alaric Securities on ‘Business Start’ The idea of a common BRICS currency has been discussed for a long time, but the member countries still take no concrete, serious steps to ...

The US-China Clash Will Open New Opportunities in the Markets

https://alaricsecurities.com/the-us-china-clash-will-open-new-opportunities-in-the-markets/
Anton Panayotov, founder and CEO of Alaric Securities on “Business Start”, BloombergTV Bulgaria At this stage, the markets are not showing significant geopolitical concerns, with almost all indices at record highs. China has replaced Russia ...

Trump’s Return Sparks Renewed Interest in Oil and Chinese Stocks

https://alaricsecurities.com/trumps-return-sparks-renewed-interest-in-oil-and-chinese-stocks/
Nikolay Stoykov, Managing Partner at Alaric Securities on ‘Business Start’ The oil sector has suffered from a lack of investment over the past five years due to expectations of widespread adoption of electric vehicles. This ...

Investors anticipate that insurers will withstand the hurricanes in the U.S.

https://alaricsecurities.com/investors-anticipate-that-insurers-will-withstand-the-hurricanes-in-the-u-s/
Nikolay Stoykov, Managing Partner at Alaric Securities on ‘Business Start’ The insurance industry in the U.S., and particularly in Florida, is well-capitalized and will manage to weather the claims following hurricanes Milton and Helene, which ...

The U.S. Federal Reserve’s Interest Rate Policy Has a Direct Impact on Us

https://alaricsecurities.com/the-u-s-federal-reserves-interest-rate-policy-has-a-direct-impact-on-us/
Anton Panayotov, founder and CEO of Alaric Securities, on “The World is Business” August is historically the most volatile month. A combination of many factors has led to turmoil in the financial markets. There is ...