Investing Club: Here’s how much each company in our portfolio is exposed to China

Investing Club: Here’s how much each company in our portfolio is exposed to China


Shanghai and Beijing have retained, if not tightened, many Covid-related restrictions on business and travel. In this picture, workers disinfect a residential community on May 11, 2022, in Beijing, China.

Beijing Youth Daily | Visual China Group | Getty Images



Source

Why Wells Fargo says it might be time to take profits on energy — even as the bank hikes its oil price forecasts
World

Why Wells Fargo says it might be time to take profits on energy — even as the bank hikes its oil price forecasts

Oil prices are likely to remain well above their levels prior to the Iran war, the consequences of which have choked global supply for the foreseeable future. But, after racking up record monthly gains in March, analysts at Wells Fargo say it is now “time to consider taking profits in energy.” The year-to-date performance of […]

Read More
CNBC Daily Open: Back-to-back gains on Iran peace talks hope
World

CNBC Daily Open: Back-to-back gains on Iran peace talks hope

A protester waves an Iranian flag and shouts slogans during a demonstration against US military action in Iran near the White House in Washington, DC, on April 7, 2026. Mandel Ngan | Afp | Getty Images Hello, this is Leonie Kidd writing to you from London. Welcome to another edition of CNBC’s Daily Open. Not […]

Read More
U.S. says Hormuz blockade ‘fully implemented,’ while signaling diplomatic off-ramp for Iran
World

U.S. says Hormuz blockade ‘fully implemented,’ while signaling diplomatic off-ramp for Iran

ANKARA, TURKIYE – APRIL 14: An infographic titled “US warships around the Strait of Hormuz” created in Ankara, Turkiye on April 14, 2026. (Photo by Yasin Demirci/Anadolu via Getty Images) Anadolu | Anadolu | Getty Images The U.S. blockade of Iranian ports is now fully into effect, “completely” cutting off Tehran’s international sea trade that […]

Read More