Chinese equities

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UBS upbeat on China stocks, citing tariff pause with US and potential Beijing stimulus

“I’m optimistic on China and Hong Kong, as the markets should focus on the valuation opportunities that they represent,” said…

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Trump’s non-tariff curbs on China may hurt trade talks, sentiment, Morgan Stanley says

The Trump administration’s non-tariff measures against China – including a student visa ban and the delisting of mainland companies from…

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Exclusive | Goldman Sachs says investors should be precise about sectors when buying Chinese stocks

“We need to focus more on implementation and identify the right investment pockets, especially given the recent improvement in market…

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Chinese hedge fund Greenwoods adds Hong Kong stocks amid market rout

A US$20 billion Chinese hedge fund used last week’s sell-off in Hong Kong stocks to boost exposure, betting that Beijing’s…

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Chinese stocks find favour on DeepSeek trade as Citigroup downgrades US equities

Citigroup recommended that its clients cool off on US stocks while investing more in Chinese equities, a call that suggests…

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China should favour fiscal taps over policy easing to spur stocks: Goldman Sachs

China should learn from history and rely more on fiscal measures than rate cuts to spur stock market gains, according…

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Macroscope | Never mind stimulus, rebalancing is China’s real economic challenge

Few would dispute that Chinese stimulus has the capacity to move financial markets. The Hang Seng China Enterprises Index, which…

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Hong Kong hedge fund SVI winds down bets on Chinese equities, returns capital to investors

Hong Kong-based hedge fund Strategic Vision Investment (SVI) has wound down its main Value Multiplier Fund, which invested in Chinese…

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