China’s latest credit figures have raised eyebrows, but they need not raise alarm. New bank lending, aggregate social financing and…
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US investors are showing the highest level of interest in Chinese stocks in five years, and their return to China’s…
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In the second instalment of the two-part series on the outlook for the Hong Kong and mainland Chinese stock markets,…
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In early February 2024, China’s equity market looked like it was in terminal decline. The MSCI China Index, which tracks…
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Investors should shift to a balanced view of Chinese shares traded on the mainland and in Hong Kong, as the…
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Two of the world’s largest sovereign wealth funds have adjusted their stakes in Chinese equities, trimming their exposure to technology…
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Yet among the leading economies in the region, the performance gap between China and India is far and away the…
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China has attracted a growing influx of capital from Middle Eastern investors seeking to diversify their US-heavy portfolios in recent…
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Chinese equities are relatively resilient thanks to “the end of US exceptionalism”, signs of stabilised corporate earnings and room for…
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Chinese equities are not as cheap as they seem because the nation’s economic slowdown has weakened corporate earnings, making it…
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