Latest news with #ChineseEquities
Bloomberg
14-07-2025
- Business
- Bloomberg
UBS Global Wealth's Lee on Outlook for Chinese Equities in Second Half of 2025
Eva Lee of UBS Global Wealth Management says the performance of Chinese equities in the second half of 2025 depends on what investors make of President Trump's tariff rates and what happens to transshipments. She also says that China's tech, utility and bank stocks are drawing investor interest. Lee speaks on Bloomberg Television. (Source: Bloomberg)
Bloomberg
10-07-2025
- Business
- Bloomberg
Chinese Stocks Narrow Gap With Hong Kong as Policy Bets Grow
After lagging Hong Kong stocks by the most since 2008, Chinese equities are showing signs of catching up as valuations and optimism over policy support rekindle investor interest. The onshore market had lacked momentum for months, while shares in Hong Kong rallied on the back of technology and new consumer themes. A nascent reversal is taking place in July, as investors bet on positive policy messaging from the Politburo meeting and more action following Beijing's campaign to curb aggressive price competition in key industries.
Bloomberg
09-07-2025
- Business
- Bloomberg
JPMorgan: China Targeting Overcapacity May lift Stocks
Wendy Liu, Chief China Equity Strategist at JPMorgan, says Chinese policies aimed at curbing excess capacity may be positive for equities and global trade if executed right. She also sees a potential breakout from range-bound trading for Chinese stocks in the second half of this year. She discusses this with Yvonne Man and Annabelle Droulers on "Bloomberg: The China Show." (Source: Bloomberg)
Bloomberg
07-07-2025
- Business
- Bloomberg
Germany's $40 Billion Pension Gives Mandate to China Stock Fund
A German pension fund has tapped a Chinese firm's Hong Kong arm to help it invest in local stocks, in a rare move among global allocators that have been cautious about gaining exposure to the nation's equities. KZVK, which manages €34.1 billion ($40 billion), gave $50 million to Fullgoal Asset Management (HK) Ltd. in the second quarter, according to people with knowledge of the matter. The mandate is to invest in Chinese equities listed in Hong Kong, the mainland and the US, the people said, asking not to be identified as the information is private.
South China Morning Post
30-06-2025
- Business
- South China Morning Post
Standard Chartered and UBS bullish on Hong Kong, China stocks on policy support, earnings
Mainland Chinese and Hong Kong stocks will rise in the second half as Beijing's policy support is expected to revive earnings growth, according to Standard Chartered and UBS Group. Advertisement Standard Chartered was overweight on allocations to Chinese equities due to the de-escalation of tariff tensions with the US following the signing of a framework agreement last week, the UK bank said in a report on the second-half outlook on Monday. The bank said it preferred Chinese offshore stocks to onshore ones because many of them were growth companies that had strong upside potential and their valuations were lower than their peers in the US and Europe. Meanwhile, UBS predicted that the premium of mainland China-listed A shares to their Hong Kong counterparts would further narrow this year as more Chinese institutional investors hunted for bargains in Hong Kong via the Stock Connect trading link. A large screen shows the latest stock exchange and economy data in Shanghai. Photo: EPA-EFE 'We see increasing buying interest in H shares by mainland-based mutual funds,' said Meng Lei, a strategist with the Swiss Bank, on Monday, referring to the Hong Kong-listed stocks. 'The price gap between A and H shares is set to narrow further.' Advertisement Standard Chartered set a 12-month target of 25,500 for the Hang Seng Index, implying roughly a 5 per cent gain from the benchmark's current level. The Hang Seng Index advanced 20 per cent in the first half of the year, closing at 24,072.28 on Monday.
