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  1. Mainland state fund buys stake in ANZ

    Posted Dec 20th 2007, 12:00am by Tom Miller

    ... company does not have to disclose its interests, allowing the mainland fund to remain anonymous. CIC chairman Lou Jiwei said last month it might be a year before the fund made any major ...

    http://www.scmp.com/article/620263/mainland-state-fund-buys-stake-anz
  2. An investment strategy that has really gone to the dogs

    Posted Apr 02nd 2010, 12:00am by Tom Holland

    ... Equity strategists James Cao and Jerry Lou have tweaked the original idea to make it suitable for application to Hong Kong listed stocks, and have come up with a portfolio of 16 dogs they believe ... and the accelerated growth rates of the Hong Kong and China markets. Taking the constituents of the MSCI Hong Kong index as their universe of local companies, Cao and Lou say investors should buy the top six ...

    http://www.scmp.com/article/710358/investment-strategy-has-really-gone-dogs
  3. Pipeline leakage to hit CNOOC gas production

    Posted Dec 21st 2011, 12:00am

    ... to production, saying it is investigating the incident's cause and will strive to come up with solutions to repair the pipeline as soon as possible. Sanford Bernstein analysts Neil Beveridge and Lou ...

    http://www.scmp.com/article/988349/pipeline-leakage-hit-cnooc-gas-production
  4. Market slump approaches bear trend

    Posted Aug 20th 2009, 12:00am by Nick Westra

    ... the narrowed A-H share premium could further depress liquidity in the Hong Kong market as mainland investors look for bargains back home. But Morgan Stanley analysts including Jerry Lou said ... stage with more volatility created by policy exit uncertainties,' Mr Lou wrote. Ben Kwong Man-bun, the chief operating officer at KGI Asia, also expected that markets could resume an upward ...

    http://www.scmp.com/article/690176/market-slump-approaches-bear-trend
  5. Slump in mainland markets trims premium of A shares

    Posted Mar 29th 2008, 12:00am by Nick Westra

    ... their H shares, compared with 40.67 per cent on January 1. Jerry Lou, Morgan Stanley's China equity strategist, said H shares might reflect a more accurate view of dual-listed companies' value and that A-share prices would eventually trade in line with them. The smaller gap showed it was possible 'that the A-H share price gap will disappear', Mr Lou said. 'Mainland investors ...

    http://www.scmp.com/article/631643/slump-mainland-markets-trims-premium-shares
  6. Price difference between A and H shares closes

    Posted Jun 18th 2010, 12:00am by Staff Reporter

    ... it is not a surprise to see the A shares trade at a premium to H shares,' said Morgan Stanley China strategist Jerry Lou. 'The A-H premium is set to re-emerge in the future.' In control ...

    http://www.scmp.com/article/717451/price-difference-between-and-h-shares-closes
  7. A shares slump on jitters over CPI, liquidity

    Posted Sep 12th 2007, 12:00am by Staff Reporter

    ... Daniel Ren in Shanghai Mainland stocks fell yesterday after inflation in the world's fastest-growing major economy surged to a decade-high, sparking fears the central bank will lift borrowing costs. 'There are fears funds will be siphoned out of the market,' said Jerry Lou, Morgan Stanley's mainland equity strategist. 'Regulators are now turning more hawkish ...

    http://www.scmp.com/article/607563/shares-slump-jitters-over-cpi-liquidity
  8. Bull on its knees as the market takes a breath

    Posted Mar 27th 2004, 12:00am by Staff Reporter

    ... Stanley's Jerry Lou projecting a 10 per cent drop in the MSCI China index in the next 12 months and an even steeper near-term correction. He worries about huge over-investment by mainland companies ... negative, capital retracts quickly, and the party ends, whether we want it to or not,' Mr Lou said. ...

    http://www.scmp.com/article/449890/bull-its-knees-market-takes-breath
  9. Lai See

    Posted Feb 06th 2007, 12:00am by Ben Kwok

    ... Ben Kwok China baby-boomer index promises no tears for long-term investors Morgan Stanley analyst Jerry Lou says Chinese baby boomers- born since the 1980s- can expect to occupy centre ... cartoons, always works very hard, often wears thick glasses, most likely has little hair left, tends to be suspicious of others and is never seen in a pub,' Mr Lou writes. 'There is some ...

    http://www.scmp.com/article/580974/lai-see
  10. Battered mainland stocks head for biggest monthly drop in 14 years

    Posted Mar 28th 2008, 12:00am by Staff Reporter

    ... an 11-month low. 'The sell-off was a result of worries on worsening fundamentals,' said Jerry Lou, Morgan Stanley's China equity strategist. 'Investors were expecting bad corporate ...

    http://www.scmp.com/article/631515/battered-mainland-stocks-head-biggest-monthly-drop-14-years

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