Jonathan Garner, MD & Chief Asia and Emerging Market Equity Strategist, Morgan Stanley explains his bullish stance on the Hong Kong benchmark index.» Read More
Eric Landheer, SVP and Head of Issuer Marketing of Hong Kong Exchanges and Clearing discusses smaller companies being allowed to seek capital in Hong Kong, and says that they are currently quite active in Mongolia. He also says that he expects to continue to see a flow of listings on the Hong Kong market, particularly in the consumer goods sector.
Yao Gang, vice-chairman of the China Securities Regulatory Commission, pledged to “deepen” China’s capital markets reforms and to make sure Hong Kong is one of the main beneficiaries of the changes. The FT reports.
While 2012 is likely to be mostly directionless for most markets, Viktor Shvets, MD & Head of Research & Strategy, Samsung Securities Asia is making a bullish call on China.
Alex Arena, Group Managing Director of HKT Trust says the company will use $1 billion from its IPO to repay debt.
One way to ride the surge in China’s wealth is to invest in stocks of luxury brands, say analysts. Here are some of their top picks.
Ronald Arculli, Chairman of Hong Kong Exchanges and Clearing, says HK is not immune to the global financial turmoil. The recent tech upgrade, he adds, will help HKEx introduce new business lines.
CNH market has created competition for deposits in Hong Kong, says Tom Quarmby, director, Equity Research at Barclays Capital.
Mortgage rates in Hong Kong, which have jumped nearly 200 basis points (bps) over the last 6 months, could rise to as much as 4.5 percent by the end of 2012, according to Barclays Capital, making it much harder for first-time homebuyers to enter the market.
William A. Ackman, Pershing Square Capital Management shares his strategy behind investing in Hong Kong and why he sees a 100 times return on investment. He explains there is less risk in owning the Hong Kong dollar vs the U.S. dollar.
William Fung, Group Managing Director at Li & Fung attributes the company's recent drop in earnings to its recent acquisitions, but is positive about a sales growth in Asia.
Ronald Arculli, Chairman and CEO of Hong Kong Exchange says Wednesday's hacking of the company's website was painful, but the trading system is secure.
Despite concerns over a property bubble in Hong Kong and government efforts to cool the red-hot sector, two Hong Kong tycoons: Cheung Kong Holding’s Li Ka-Shing and Henderson Land’s Lee Shau kee have been snapping up shares in their own firms.
Hedge funds and local investors have been getting increasingly pessimistic about Greater China stocks, with the short interest on the Hang Seng Index now near a one year high. But The Royal Bank of Scotland (RBS) is taking a contrarian view, saying it believes the MSCI-China Index could see a 40-80 percent upside through 2012.
When I first started warning about Chinese stocks that trade in the U.S. a year ago, the mantra was simple: Most were created through reverse mergers. The bigger question: Why did they wind up trading here rather than closer to home—in Hong Kong?
From concerns over a hard landing to fears over stagflation, investors have found plenty of reasons to stay far away from China’s share market recently. The Shanghai Composite has fallen 3 percent so far this year, a lackluster performance for one of the fastest growing economies of the world.
This week, Goldman Sachs joined banks including JP Morgan in lowering their outlook for China’s growth, but HSBC says the recent trend of softening commodity prices could actually help boost mainland equities by 20 percent in the second-half.
Hong Kong stocks have seen a steep slide in the last month, shedding nearly 6 percent, with a record amount of short-selling. according to one strategist. But he thinks this could actually be a positive sign.
Emerging markets in Asia are off to a rocky start this year. Fears of rising inflation and further monetary tightening have led to an outflow of foreign funds. Yet so far, fund managers in Asia are playing a game of wait and see.