Index | South China Morning Post
  • Tue
  • Jan 27, 2015
  • Updated: 6:54pm


Analysts bullish on China stocks

Despite the threat of inflation, concerns about the accuracy of the financial statements of mainland companies and the debt crisis in Europe, prominent analysts remain optimistic about China-linked equities.

Wednesday, 29 June, 2011, 12:00am

Manufacturing growth cools as anti-inflation measures bite

Beijing's economic tightening measures have hurt growth in manufacturing activities, an official purchasing managers' index showed yesterday.

2 May 2011 - 12:00am

Barings to build up exposure in emerging market equities

Baring Asset Management said yesterday it intended to get ahead of the curve by building up its emerging market equity exposure before other overseas funds piled in and drove up valuations.

'Emerging market equities are still not a consensus story,' said Marino Valensise, chief investment officer at Barings.

14 Oct 2010 - 12:00am

As markets steam ahead, caution is the watchword

Economies have false dawns; markets have suckers' rallies. Ask any random group of reputable economists or institutional investors whether we are in a bull or bear phase, and you are likely to come out none the wiser. What is indisputable is that 'hot' money has been flooding into the city from the mainland and other parts of the world.

28 May 2009 - 12:00am

Analysts bullish on good start for mainland stocks

Mainland shares could open trade in the Year of the Ox today on a bullish note as a result of further stimulus measures taken around the world during the Lunar New Year break, said analysts and fund managers.

2 Feb 2009 - 12:00am

Feel HK's pain with the Monitor Misery Index

It's official: gross domestic product figures for the third quarter confirm that Hong Kong is in recession.

The trouble is that the GDP numbers released on Friday only tell us about the change in Hong Kong's overall economic output.

17 Nov 2008 - 12:00am

Market watch

News from around the globeTime to stock up in Japan

Japanese equities are being undervalued, according to analysts. Poor economic performance and concerns about Japan going into recession drove the Nikkei 225 Index down on March17 to 11,787.51.

10 Jun 2008 - 12:00am

Emerging markets best bet for equities

The Hong Kong equity market's volatility has prompted investors to look at other assets. Some analysts say bonds will be more likely to outperform equities.

27 Mar 2008 - 12:00am

Three key themes for the future

The key to commanding attention in Hong Kong's crowded marketplace for retail investment funds, according to Geneva-based fund manager Pictet Asset Management, is to offer 'themed' funds built on mandates that are clear and transparent to investors.

27 Mar 2008 - 12:00am

Mainland stocks trail in rebound

Mainland stock markets failed to match the stunning rebound on the Hong Kong exchange yesterday, raising fears that the worse is yet to come for investors across the border.

Although benchmarks clawed back some of their losses from Tuesday's heavy sell-off, they fell short of topping the Hang Seng Index's 10.72 per cent surge, the biggest rally in a decade.

24 Jan 2008 - 12:00am

Investors pounce on new MSCI members

Shares of China Shenhua Group, the mainland's biggest coal miner, and three other Hong Kong-listed companies rallied yesterday after they were added to the MSCI Standard Index Series.

5 May 2007 - 12:00am

Mainland markets outshine Asian rivals

Despite some heavy sell-off days over the past two months, the mainland stock market was the best-performing in Asia in the first quarter, as stock valuations were supported by expectations of fast corporate earnings growth.

3 Apr 2007 - 12:00am

Lai See

Analyst left red-faced by a few too many surprises

Forget about predictions - no matter if they are from highly paid analysts or a fung shui master. More often than not, they have as much to do with reality as a New Year resolution.

6 Jan 2007 - 12:00am

Equity markets approach new year on high note

EQUITY MARKETS HAVE generated solid returns to Mandatory Provident Fund scheme members this year, with a strong flourish as the new year approaches, while fixed income markets have delivered a mixed performance.

15 Dec 2006 - 12:00am

HK stocks surge as concern on rates eases

Fed chairman Ben Bernanke's message about US economy kick-starts region

The Hong Kong stock market posted its biggest gain in almost two years yesterday as interest rate concerns eased following remarks by Federal Reserve chairman Ben Bernanke that the United States economy can withstand rising energy costs.

17 Jun 2006 - 12:00am