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  • Apr 20, 2014
  • Updated: 12:57am

China stock market

Letting the air out of the bubbles

Despite the familiar refrain from analysts these last few years, China's real estate and credit bubbles have not burst. While I, too, am worried, I have not been brave enough to venture a prediction until now: I think the bubble will gradually deflate over a decade or two, rather than burst dramatically.

Thursday, 3 April, 2014, 1:00am 8 comments

Why further rally in Chinese stocks is unlikely

In early July, long-depressed Chinese stocks stepped into the unlikely role of stars among emerging markets. But the outperformance has ended, and it’s very unlikely investors will see a repeat any time soon.

30 Sep 2013 - 3:20pm

Now is the right time to step into the share market

Most investment topics are fairly mundane affairs that might only cause eyebrows to furrow, as in "I wonder if I could make any money investing in Vietnam" or "How can I put some more money to work in emerging markets?" or "I wonder how the US market will do this year". But not the mainland.

17 Jun 2013 - 5:17am 1 comment

Don't miss market chance, says fund

The mainland stock market is likely to outperform other emerging markets this year and investors should pick up shares rather than quit this market now, says asset manager State Street Global Advisors.

30 May 2013 - 4:33am

Why it's worth anticipating the next great bull market in China stocks

It might sound counter-intuitive, but international investors are getting increasingly excited about the performance prospects of China's onshore stock markets.

25 Apr 2013 - 5:29am

Reversal of fortunes

Shen Wei, one of the first 600 investment bankers authorised to sign off on initial public offerings on the mainland, said the licence that made him one of the "golden collared" had lost its magic.

9 Apr 2013 - 4:42am

Shanghai stocks swing as Xiao Gang takes over top CSRC job

Mainland equity investors initially appeared unimpressed with the appointment of Xiao Gang as the chairman of the China Securities Regulatory Commission. When he took office on Monday, the Shanghai market fell 1.68 per cent. But the market rebounded 0.78 per cent and 2.66 per cent in the next two days.

21 Mar 2013 - 5:34am

Uneven economic recovery dashes hopes for big rally in mainland China stocks

The performance of mainland stocks was expected to improve with the economic recovery, but a strong rally could be ruled out, said Yu Gesheng, a vice-chairman of the National Council for Social Security Fund, which has 890 billion yuan (HK$1.1 trillion) of assets under management.

13 Mar 2013 - 5:45am

CSRC chief assures fair deal for Hong Kong investors

China Securities Regulatory Commission chief Guo Shuqing said residents of Hong Kong, Taiwan or Macau living on the mainland will enjoy equal treatment to mainlanders when they invest in the A-share market.

11 Mar 2013 - 4:29am

Physical ETFs trailing their synthetic peers

Physically backed A-share exchange-traded funds were the biggest innovation in the local funds market last year. The fund improved access to mainland-listed stocks. In particular, providers said they were cheaper and safer than synthetic A-share ETFs, which use derivatives.

11 Mar 2013 - 4:34am