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Battling Portfolios

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People walk beneath a large screen showing stock exchange and economic data in Shanghai. Asia-Pacific markets have seen gains in recent months as geopolitical panic over the Iran war dissipates. Photo: EPA
China stock market

Emerging markets rebound on inflows as Xi-Trump talks eyed for momentum

Mainland China, Hong Kong stock markets may benefit from Xi-Trump meeting as renewed interest in AI shows investors keen to re-engage, analysts say.

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IPO

MiniMax, the ‘world-class’ AI start-up lauded by Nvidia’s Huang, plans IPO

US-listed Chinese stocks

Temasek’s stock bets shrink by US$5.6 billion on stake sales, book losses

Hong Kong stock market

Chinese stocks offer another 20 per cent upside on stimulus push: Citigroup

The slowest economic growth in two years is hardening analysts’ view that China will step up stimulus spending to achieve its GDP target. That is all good for the stock market, according to Citigroup.

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Chinese stocks traded at home and those listed in Hong Kong could increase by 10 to 20 per cent from here on stimulus push, Citigroup says. Photo: Shutterstock
Chinese stocks traded at home and those listed in Hong Kong could increase by 10 to 20 per cent from here on stimulus push, Citigroup says. Photo: Shutterstock
Temasek Holdings

Temasek sees better risk-reward in China markets after recent tech setbacks

Temasek sees a more balanced risk-reward profile in China after the recent sell-off. Policy easing remains supportive of the growth outlook, CIO Sipahimalani says.

Hong Kong stock market

Amundi lends weight to possible upside in Chinese stocks on stimulus tonic

Chinese stocks regained some footing in May amid bets on more policy stimulus injection. Attractive valuations are investors’ best friend for now.

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Hong Kong stock market

US fund ploughs US$1.2 billion into Alibaba, China tech stocks in value bets

Dodge & Cox is making one of the most aggressive bets on Chinese tech stocks, after ploughing more than US$1.2 billion into Alibaba, Baidu, JD.com and Tencent proxy Naspers over the past four quarters

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An electronic screen showing the prices of major Chinese tech stocks in Hong Kong in March 2022. Photo: Bloomberg
An electronic screen showing the prices of major Chinese tech stocks in Hong Kong in March 2022. Photo: Bloomberg
Hang Seng Index

China slump fuels hopes for policy bazooka. Not this time, Swiss banker says

Investors are eager to see a stronger policy response from Beijing to arrest a slump in output and stock prices, no thanks to its zero-Covid policy. Will China oblige?

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Stocks

China lockdowns trap tech bulls as earnings, price targets are slashed

The latest market retreat raises new questions about the strength of Chinese tech stocks as analysts keep pulling back their price targets for the likes of Alibaba and Meituan.

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Hong Kong stock market

Temasek cuts Alibaba, adds JD, Pinduoduo amid Chinese stock slump

Singapore’s state investment firm tweaked portfolio as steep losses persisted into the final quarter of 2021 following an unprecedented crackdown on internet-platform companies.

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A man walks past the Temasek signboard outside its head office in Singapore. Photo: AFP
China stock market

China’s downbeat stocks need a tonic from credit growth, US fund says

‘I want to see not just the monetary easing, but some interesting credit expansion coming from the banking system,’ says Rocky Wang Lei at Thornburg Investment, who previously worked at the People’s Bank of China.

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A man walking past an electronic board inside the Shanghai Stock Exchange building in February 2020. Photo: Reuters
A man walking past an electronic board inside the Shanghai Stock Exchange building in February 2020. Photo: Reuters
China stock market

Credit Suisse upgrades China stocks on policy, valuation appeal

Credit Suisse joins a growing list of strategists and money managers in upgrading Chinese stocks, which slipped into bear territory this week.

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Hong Kong stock market

‘Policy cycle’ overwhelms managers as top fund struggles to retain gains

China’s policy twists have proven to be a big obstacle to scoring big returns in mainland stocks. China Asset Management’s equity fund, a top performer in 2021, has struggled in the new year.

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Hong Kong stock market

Time for tactical bets on Chinese stocks against global peers: BCA Research

It may be a good time to bet on Chinese stocks traded on the mainland and Hong Kong bourses over the next six months, according to new tactical trade recommendations by BCA Research.

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Cyclists seen on the street next to the large screen showing stock exchange data in Shanghai in November 2021. Photo: EPA-EFE
Hong Kong stock market

Hong Kong stocks in for a roaring Year of the Tiger, Feng Shui Index shows

Luck will smile on investors born in the years of the horse, rabbit, goat and pig, according to the tongue-in-cheek index compiled by CLSA.

People wearing face masks purchase decorations to celebrate the Lunar New Year in Hong Kong on January 18, 2022. Photo: AP
People wearing face masks purchase decorations to celebrate the Lunar New Year in Hong Kong on January 18, 2022. Photo: AP
Hong Kong stock market

Hang Seng Index trims weekly loss as Meituan, Chinese oil giants prosper

Stock traders ended the week on a positive note, helping the market end a seven-day losing streak. Gains in Meituan and CNOOC helped the Hang Seng Index trim losses in week.

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China economy

China’s company finance chiefs expect a better 2021 as pandemic subsides

Nine out of 10 chief financial officers at companies operating in China expect their businesses to improve this year, a Deloitte survey found.

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China stock market

China stocks spurned as market tests bearish marker on Fed, bubble risks

As China’s stock market gains global recognition from money managers, the risks that come with it were on full display as bubble worries and taper tantrum tripped equity prices from their February peak. Is there more to come?

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People walk with umbrellas in Lujiazui financial district in Pudong, Shanghai, on March 5. Photo: Reuters
People walk with umbrellas in Lujiazui financial district in Pudong, Shanghai, on March 5. Photo: Reuters
China stock market

Hong Kong, China stocks slide as taper risks unnerve Asian markets

Hong Kong and mainland China stocks slumped with equities in the Asia-Pacific region as taper risks weakened trading sentiment following another bout of bond market sell-off.

Hang Seng Index

Hong Kong stocks advance on Xiaomi rally, new index members join tech slump

Hong Kong’s stock benchmark advanced, as the biggest surge in Xiaomi since December overshadowed steep losses in technology stocks. Three new Hang Seng Index members stumbled, while markets in mainland China weakened amid heightened regulatory risks.

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China stock market

Foreign investors rush to exit China equities in May, selling net US$7.8 billion

Figures show 53.7 billion yuan (US$7.78 billion) worth of Chinese equities were sold during May via the stock connect, almost three times the outflow in April

A man watches a display in green to mark falling stock prices at a brokerage house in Shanghai on May 6, 2019. The CSI 300, the benchmark that tracks blue chips listed in Shenzhen and Shanghai, was down 7.24 per cent in May. Photo: AP
US-China trade war

Pork producer WH Group calls for end of trade war as profit drops

WH Group, owner of Smithfield Foods, said falling prices and higher mainland tariffs on US shipments led to a profit result of US$1.05 billion for 2018.

Pork producer WH Group calls for end of trade war, as 2018 profit drops 4 per cent
Energy

Why investors are shrugging off CNOOC’s big offshore gas find

The discovery is the biggest by a Chinese energy giant in Bohai Bay in half a century

Hong Kong stock market

China and Hong Kong stocks cap fourth straight week of gains

Stocks end higher ahead of the release of preliminary economic data and China-US trade talks next week

China stock market

China stocks rise for first time in three days

A more strict collection of social security taxes will cut corporate profits by 2.5 per cent and chip 0.6 percentage points from China’s normal economic growth. Photo: Bloomberg
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