Chinese equities have been out of favor among many investors for the past few years. However, the tide appears to be turning, driven by strong corporate profits, enthusiasm over artificial intelligence and an apparent easing of regulatory pressure from Beijing. “China is back on the radar, at least in terms of investor interest,” Goldman Sachs…
The thesis for investing in China is improving underpinned by a combination of market performance and tailwinds from DeepSeek‘s AI breakthrough to better-than-expected U.S. relations, according to analysts at Bank of America Securities. Under the sub-heading “From ‘tradable’ to ‘investable’” the investment bank’s China equity analysts noted that long-term reforms such as rising dividend payments…
(Bloomberg) — A potential encounter this week between President Xi Jinping and e-commerce icon Jack Ma, coming after a blistering run by tech shares, could be the next catalyst to extend the rally in China’s stocks. Most Read from Bloomberg Prominent entrepreneurs including Ma have been invited to meet the nation’s top leaders, people familiar…
The 10-year Treasury yield leaps higher … Chinese stocks surge then collapse … the war over automation isn’t over … watch Tesla’s “We, Robot” event tomorrow With the Fed now in rate-cutting mode, why are Treasury yields racing higher? As you’re aware, the Federal Reserve cut its target interest rate by 50 basis points on…
The recent surge in Chinese stocks hit the pause button on Tuesday after Beijing failed to roll out another large stimulus package, a surprise to investors hoping to add more fuel to the unprecedented rally. Hong Kong’s benchmark Hang Seng Index (^HSI), which is loaded with large Chinese stocks, dropped around 9% on Tuesday, its…
(Bloomberg) — A rally in onshore Chinese stocks on their return from a week-long holiday cooled as traders questioned Beijing’s resolve to add more stimulus. Shares in Hong Kong tumbled. Most Read from Bloomberg The benchmark CSI 300 Index ended the morning session up 6.1% after surging almost 11% in the opening minutes. That was…
Chinese stocks could climb as much as 15% on the nation’s expected fiscal stimulus package, SocGen said. The package could be announced in October, potentially reaching 3 trillion yuan, the bank estimated. The stimulus measures could push China’s GDP to grow as much as 5% next year, strategist said. Chinese stocks could soon surge 15%,…
Chinese stocks are surging after China announced a new stimulus plan, and the China-focused Franklin FTSE China ETF (FLCH) could have plenty of upside ahead. We were positive on FLCH earlier this year and the ETF has performed well since then, but I continue to believe there is more upside ahead. I’m bullish on FLCH…