Earnings in IT are the key variable to watch
“We should welcome the possibility that there would be drawdowns, 10% to 15%, that are not driven by some sort of macro cliff effect.”
—Ted Pick, Morgan Stanley, Hong Kong, 4 November 2025
“All” is well in the world:
US remains shooting earnings lights out:
South Korean equities, too, are a nowcastable event:
Taiwan too:
The situation is so bullish that even identifiable losers have rising earnings estimates:
Earnings in IT are the key variable to watch:
Trivia:
