Chinese equities

Volatility strikes again: Why investors shouldn’t panic

Why gold’s surging, China’s stock cooling, and India’s GST cut could reshape Asia’s markets.

Major tech stocks like Palantir and Nvidia slid this week.

Tech wobbles, Fed watch, and Asia’s balancing act

This week on Market Focus Weekly: Tech pullback, Fed rate doubts, China’s stimulus hopes and India’s tariff troubles.

A US$10,000 investment in the S&P 500 Index a decade ago would now have more than trebled in value, while the same amount in China’s CSI 300 benchmark would’ve added just around US$3,000.

China’s US$11 trillion stock market is a headache for both Xi and Trump

Instead of incentivising consumers to spend, poor equity returns have nudged them towards saving

In H1, IPOs and cross-listings on HKEX totalled 210 deals, raising US$49.2 billion – more than nine times the US$5.3 billion raised a year ago, based on S&P Global Market Intelligence data.

South-east Asian firms test Hong Kong waters amid IPO surge

Three Asean-linked companies list on HKEX this year, with possibly four more to come

On a historical basis, Chinese equities are trading at valuations that are "well below" long-term averages, notes Stuart Rumble, Fidelity's head of investment directing for the Asia-Pacific.

Fidelity sees deep value in ‘boring’ China sectors like beer and machinery

There is also notable potential in the Chinese sportswear sector

China Medical System expects the secondary listing will help it deepen its presence in South-east Asia and “tap into a new and sophisticated investor base in Singapore”.

Hong Kong-listed China Medical System seeks secondary listing on SGX

The company says it is looking to replicate its success in South-east Asia – building on the proven track record attained in China’s pharmaceutical industry

BlackRock's Ben Powell believes that AI remains a “mega force” that will continue to boost US equities in the upcoming six- to 12-month period.

AI boom for US stocks still a safe bet, less so for China: BlackRock

When the rules keep changing, invest in larger structural trends, says the world’s largest asset manager

Big state-owned insurance companies will be directed to raise both the size and proportion of their investments in Chinese stocks listed on the mainland and equity funds.

China unveils plan to encourage insurance funds into stock markets

CHINA said on Wednesday (Jan 22) it will guide big state insurers and commercial insurance funds to increase investments in the A-share market, in a latest move to boost its lagging stock market.

Within Asean, stock performance is varied, with Vietnam leading the way with a 14.1 per cent year-to-date gain.

Asean equities steal the spotlight with a second-half surge, driven by growth and financial stocks

After a rocky start to the year, key indices across the region have outshone amid global market volatility

Market updates for Wednesday.

Market Focus Daily: Wednesday, June 19, 2024 (Ep 84)

Expectations for U.S. interest rate cuts temper; Hong Kong stocks lead gains in Asia and disappointing U.S. retail sales figures.