China - Market Strategy 04 (Aug 18 - Jan 23)

Re: China - Market Direction 04 (Aug 18 - Dec 20)

Postby winston » Tue Apr 23, 2019 7:17 am

China's stocks sink to four week low; Policy headwinds

Source: SCMP


https://www.scmp.com/business/china-bus ... -politburo
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Re: China - Market Direction 04 (Aug 18 - Dec 20)

Postby winston » Thu Apr 25, 2019 7:09 am

Here are the top stock-picks China's fund-managers like

Source: SCMP

https://www.scmp.com/business/china-bus ... orlds-best
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Re: China - Market Direction 04 (Aug 18 - Dec 20)

Postby winston » Sat Apr 27, 2019 8:31 am

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Re: China - Market Direction 04 (Aug 18 - Dec 20)

Postby behappyalways » Fri May 03, 2019 8:33 pm

From starving pigs to disappearing chairmen: Chinese companies offer some bizarre excuses for plunging profits, missed deadlines amid worst earnings season on record
https://www.scmp.com/business/china-bus ... nies-offer
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Re: China - Market Direction 04 (Aug 18 - Dec 20)

Postby winston » Tue May 14, 2019 7:16 am

MSCI begins process to lift Chinese Stocks in indices

Source: SCMP

https://www.scmp.com/business/china-bus ... ft-chinese
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Re: China - Market Direction 04 (Aug 18 - Dec 20)

Postby winston » Wed May 15, 2019 5:50 am

Smart money pulls out of China's equity-market through HK

Source: SCMP

https://www.scmp.com/business/china-bus ... kong-hopes
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Re: China - Market Direction 04 (Aug 18 - Dec 20)

Postby winston » Wed May 15, 2019 5:55 am

MSCI begins to double Chinese Weighting in 3 Part Process

Source: SCMP

https://www.scmp.com/business/china-bus ... ft-chinese
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Re: China - Market Direction 04 (Aug 18 - Dec 20)

Postby behappyalways » Mon May 20, 2019 3:35 pm

China Firm With Big Accounting Error Used Funds to Trade Shares
https://www.bloomberg.com/news/articles ... emium-asia
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Re: China - Market Direction 04 (Aug 18 - Dec 20)

Postby winston » Mon May 27, 2019 7:19 am

FTSE Russell to add 1,090 A shares to benchmark next month

FTSE Russell is forging ahead with plans to add Chinese “A shares” to its widely-tracked global benchmarks next month, a senior executive said, as China’s resolve to open its capital markets appears unaffected by an ongoing trade war with the United States.

“There is no doubt some foreign investors feel uncertainty and volatility under this current political climate,” Jessie Pak, Asia Managing Director for the global index publisher, told Reuters today.

One interesting detail about it is that ChiNext stocks will be included. ChiNext stocks are currently accessible to QFII and RQFII allocation holders, and to foreign institutional investors (but not retail) through the Shenzhen-Hong Kong Stock Connect scheme.

Trade tensions between the world’s top two economies has roiled Chinese stock markets and the yuan currency, sapping foreigners’ appetite for China assets in recent weeks.

But short-term volatility won’t affect FTSE Russell’s previously-announced China inclusion plan, a decision made in recognition of China’s “significant progress on market reforms in recent years,'' she said.

Pak said her recent contacts with Chinese regulators showed “they remain committed to market opening.”

FTSE Russell, a unit of the London Stock Exchange Group , will begin incorporating Chinese stocks from June 24, and the additions will be made in three stages ending March next year.

In all, 1,090 mainland stocks will be brought into the indexes, drawing an expected US$10 billion from passive investors.

“US$10 billion is not a huge amount of money, but it’s a starting point for more long-term institutional investors to go into the China market,” Pak said.

Further inclusion would depend on China’s progress on reforms, and FTSE Russell would consult investors, and take appropriate steps if adverse policy moves affected markets.

Concerns are rising that China could slow or even roll back reform pledges because of the trade war. The American Chamber of Commerce of China said on Wednesday that nearly half its members were seeing non-tariff barrier retaliation.

FTSE Russell is also considering adding China’s onshore bonds into its global indexes, with a decision to be made in September, but many investors remain concerned over liquidity of the market, as well as the ability to use onshore yuan for funding and hedging.

“I think they are still quite divided at this moment,” Pak said.

Source: Reuters / The Standard

http://www.thestandard.com.hk/breaking- ... 0524&sid=2
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Re: China - Market Direction 04 (Aug 18 - Dec 20)

Postby winston » Tue Jun 25, 2019 4:45 am

Foreign Investors play FTSE with Chinese stocks; Pough US$6.3b

Source: SCMP

https://www.scmp.com/business/markets/a ... 63-billion
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