China shares have surged this year, but with active fund managers still underexposed to the market, the rally isn't over, Goldman Sachs said.» Read More
Andrew Sullivan, managing director of Sales Trading at Haitong International Securities, says the rally in Hong Kong will continue, but it may slow down this week due to a slew of listings in China.
The Shanghai markets are in the midst of a speculative bubble, said Simon Male, Auerbach Grayson head of Asian equities.
Hartmut Issel, head of Equity and Macro for Asia- Pacific at UBS Wealth Management, says the sharp revision in China's corporate earnings may put a cap on Hong Kong's liquidity-driven rally.
Viktor Shvets, Asia head of Strategy Research at Macquarie, says Beijing is trying to take the steam out of China's local market by redirecting some of the liquidity into Hong Kong.
Clive McDonnell, head of equity strategy at Standard Chartered Bank, says policy moves in China are impacting liquidity in Hong Kong and explains why the latter's valuation looks "reasonably attractive."
Gavin Parry, managing director at Parry International Trading, attributes the rally in the Hang Seng index to the removal of barriers for mainland money managers to buy H-shares last week.
John Hetherington, regional deputy head of Asia Pacific Research, Daiwa Capital Markets, discusses the sharp upswing in Hong Kong's equity markets on Wednesday.
John Bruce, director of Operations, Macau at Hill & Associates, says the mass market is holding up despite China's anti-graft drive and expects new properties opening later this year to be a boost for Macau.
Fiona Woodhouse, deputy director (Welfare) of Hong Kong SPCA, explains why the rise in impulse-buying and adoption of rabbits during the Easter holiday remains a problem.
Stephen Sheung, head of Investment Strategy at SHK Private, discusses news that Hong Kong's Executive Council won't be renewing the free-to-air license of Asia Television (ATV).
Alex Bumazhny, director, Gaming, Lodging & Leisure at Fitch Ratings, says March's gambling revenue shows sequential improvements and expects projects rolling out later this year to stabilize the sector.
Jonathan Galaviz, partner of Global Market Advisors, says weakness will be the key theme for Macau's gaming industry over the next few quarters.
David Lee, MD, finance director & Head of Corporate Strategy at Cowell e Holdings, discusses the company's market debut on the Hong Kong Stock Exchange on Tuesday.
Christian Cullen, Former fullback of the New Zealand All Blacks, says New Zealand is definitely a favorite in the tournament but still believes that all teams stand a fair chance at winning.
Clement Kwok, CEO at Hong Kong & Shanghai Hotels, says Myanmar remains one of the most exciting developing markets.
Clement Kwok, CEO at Hong Kong & Shanghai Hotels, says the hotelier saw "gains across the board" despite a mixed scene in global markets last year.
While Shanghai shares responded well to China's monetary easing, markets in Hong Kong did not see the same reaction, says Aadil Ebrahim, VP & portfolio manager at AllianceBernstein.
Dickie Wong, executive director of Kingston Securities, discusses Chanel's decision to lower the prices of its bags in China, while raising prices in Europe at the same time.
Neil McDonald, restructuring partner at Kirkland & Ellis, says Kaisa's restructuring plan is "unfair" to the bondholders that the law firm is representing.
Volatility has become a market hallmark this year and investors across Asia are grappling with a slew of issues. Here are the top five themes.