While bullish on the Chinese economy in the long run, business analyst Shaun Rein at CNBC says investors should still be trading down today. While the government financial mini-bazooka has revived the equity markets quite well, he adds, it is not enough to get the economy rolling again.Read More →
Financial analyst Shaun Rein expects the stock markets to rally for another two to three weeks, as Chinese investors return from their holidays and try to gain on the A-shares bump, he tells CNBC. The economy is still a mess, and export is having some problems, but in the short term stock markets will do fine, he says.Read More →
Pinduoduo (PDD) suffered an unprecedented 30% decline in its share value at the start of this week, but business analyst Shaun Rein sees here an opportunity for investors. Buy PDD, he tells them on CNBC. The company has hit a wall through China’s consumer decline in trust, but he sees enough possibilities to grow overseas, especially with Temu, he adds.Read More →
The equity market is shunning China, and especially Hong Kong, says business analyst Shaun Rein to the Schwab Network. But it is for the wrong reasons, as the economy is still bad, but slowly recovering, he says. Retail sales are going up, employment is improving and FDI is coming back in 2024, so reasons are enough to take those positive signs into account.Read More →
The geopolitical arguments between China and the USA are developing fast. Renowned economist Arthur Kroeber takes the stock right now as US treasury secretary Yellen visits Beijing, for the NPR. How can two major economies disentangle if they rely so much on each other?Read More →
The number of unicorns, companies worth more than US$1 billion, exploded globally over the past three years, despite the slowdown caused by Covid-19, says Hurun chairman Rupert Hoogewerf during the release of the Global Unicorn Index 2023 by Hurun Research Institute, at the China Daily. Especially the Guangdong-Hong Kong-Macao Greater Bay Area (GBA) did very well, the report says.Read More →
Financial analyst Winston Ma discusses the progress of the plan to delist Chinese companies from US stock markets on CNBC. It’s mostly China that has to comply with the US demands for transparency, he says about this work in progress.Read More →
The China Securities Regulatory Commission (CSRC) has proposed over Christmas rules for Chinese firms who want to apply for an IPO at overseas stock markets. But those new rules lack much-needed clarity, says financial expert Winston Wenyan Ma at CNBC. “Domestic companies need to comply with relevant provisions in the areas of foreign investment, cybersecurity and data security, a draft said, without much elaboration,” writes CNBC.Read More →
China’s most talked-about downturn in stock value is business as usual, says JP Morgan’s Santos at Bloomberg. Financial analyst Sara Hsu disagrees and sees a more structural change in how China is dealing with its business compared to previous regulatory interventions, she says at her vlog China Rising. “She misses out at the political risks,” Hsu adds.Read More →
China’s authorities have been cracking down on cryptocurrencies, educations, gaming, health care, data, and platforms. Financial analyst Winston Wenyan Ma looks at how foreign investors can navigate through the bloody battlefield for Bloomberg.Read More →
Until a few weeks ago, listing at US stock markets was a favorite way to raise capital for fast-growing Chinese companies. That venue is closed now, and VC veteran William Bao Bean sees still bears on the road for on-shore listing’s at China’s stock markets, he tells the South China Morning Post.Read More →
The recent China regulatory crackdown on tech firms US IPO’s caused a dip in the value of shares, but financial analyst Arthur Kroeber warns that jumping on the bandwagon now also carries huge risks, according to Investing.com.Read More →