Chinese stocks

Livewire Exclusive

While infrastructure stocks garner all the attention in this low-growth, low-rate market, Marcus Padley, Director of Marcus Today, thinks they’re ‘highly-priced.’ Instead, he identifies Chinese-consumer facing stocks, such as Blackmores and Bellamy’s, as a sector that will continue to “sparkle and amaze.” He says that Chinese businesspeople place a higher... Show More

Livewire News

In an interview with the ABC Kerr Neilson says that although he’s not “unusually” worried about China he does believe it’s growing at closer to 4% than 7%. “Well all the indicators we look at, and I'm not talking about electricity or those old fashion measures, but the other measures... Show More

Mark Tinker

Having just returned from Europe, I was struck by the different perspectives on the two dominant themes in the markets at the moment- China and Greece, the former is being painted as a political issue while the latter is being painted as an economic one. In fact, to me at... Show More

Saxo Capital Markets Australia

Pauline Loong, managing director of Asia-Analytica Research has put together five observations every investor should know when investing in Chinese stocks. After experiencing the loss of US$3.4 trillion in share value in only three weeks (close to US$1 billion for each minute of trading on mainland exchanges), her observations are... Show More

Fuller Treacy Money

“Fidelity Investments, which oversees the largest China funds outside of the mainland, is joining Goldman Sachs Group Inc. in saying that Chinese stocks are a buy following the worst selloff in two decades.” (Bloomberg) Our view? There have been some big short positions in China’s stock markets, including from some... Show More

Livewire News

“Over the weekend, the Chinese government unfurled a series of measures to stop its stock markets’ free-fall the scale of which has never before been seen. It is essentially giving investors a “Xi Jinping put” — meaning, the government is assuring investors it will do what it has to to... Show More

Livewire News

Frederic Neumann, co-head of Asian economic research at HSBC in Hong Kong says ultimately China’s stock market dive will be more consequential than the Greek Crisis. "What happens in China will turn out to be far more consequential than any sting that Greece may deliver over the coming weeks or... Show More

Saxo Capital Markets Australia

After the news of Qihoo’s management buyout bid last week, investors have been “feverishly looking for other Chinese (listed) companies that are planning to privatise”, says Neil Flynn, Portfolio Manager at Alcuin Asset Management. This speculative momentum has pushed the shares of social networking and instant messaging app Momo. But... Show More

Livewire News

Some very strange things have occurred at Hanergy Thin Film – the company owned by China’s (former) richest man, Li Hejun. 1) The stock crashed by more than 50% in less than one second. “Before its crash and indefinite trading suspension, Hanergy’s market value was higher than all other listed... Show More