
John Cheng
@johnchenghc
Asia stocks reporter at Bloomberg News @business. @varsitycuhk alum. Hongkonger. Tennis player. Kpop enthusiast. Views are my own. Tips: [email protected]
ID: 719380302
https://www.bloomberg.com/authors/AUzoM2fUuxc/john-cheng 27-07-2012 04:01:21
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Chinese stocks erased all the gains seen during their massive reopening rally, as concerns about the health of the nation’s property sector persists bloomberg.com/news/articles/… via Bloomberg Markets

Chinese investment bank CICC warns analysts against pessimistic calls and showing off lavish lifestyles, as Beijing clamps down on well-paid bankers bloomberg.com/news/articles/… via Bloomberg Markets

My latest: A historic slump in Hong Kong’s $4.6 trillion stock market is rippling through the city’s financial industry bloomberg.com/news/articles/… via Bloomberg Markets

Buy the yen, sell Japanese bonds, snap up Indian and Indonesian stocks: Those are some of the top trades recommended by Asian fund managers for 2024 bloomberg.com/news/articles/… via Bloomberg Markets

Global investment banks turned almost unanimously optimistic on China's stock market around this time last year, only to be confounded by a 14% drop in the MSCI China Index bloomberg.com/news/articles/… via Bloomberg Markets

It was supposed to be the year of Hong Kong's comeback. Instead, 2023 turned out to be one of the worst for the financial hub in recent memory bloomberg.com/news/articles/… via Bloomberg Markets

Emerging markets outside China are luring risk traders as the Asian country fades as a top destination for investors seeking growth opportunities in the asset class bloomberg.com/news/articles/… via Bloomberg Markets

Chinese stocks in Hong Kong slumped toward their lowest level in almost two decades in stark contrast to a more optimistic Wall Street bloomberg.com/news/articles/… via Bloomberg Markets

Shrinking population. Record property downturn.️ Rising trade tensions. And now a $6 trillion stock market wipeout. The list of problems just keeps growing for Xi Jinping’s China. Read The Big Take ⬇️ bloomberg.com/news/features/… via Bloomberg Economics

China’s state-backed funds have poured more than $57 billion into onshore shares this year in a bid to prop up the market, according to UBS estimates bloomberg.com/news/articles/… via Bloomberg Markets

TSMC has reclaimed a spot among the world’s 10 most valuable companies after the stock rallies to record levels bloomberg.com/news/articles/… via Bloomberg Technology

China's determination to end a rout and signs the economy is picking up are giving investors reasons to believe that the market is bottoming out bloomberg.com/news/articles/… via Bloomberg Markets


Some investors are starting to unwind a popular equities strategy to “buy India, sell China” bloomberg.com/news/articles/… via Bloomberg Markets

K-pop music agencies are in need of a second act after an $8 billion equity rout sparked by concerns over falling album sales bloomberg.com/news/articles/… via Bloomberg Markets

UBS lifted China and Hong Kong stocks to overweight, citing resilient earnings despite the nation’s property and macro worries bloomberg.com/news/articles/… via Bloomberg Markets

My latest: Global money managers may be starting to unwind their hugely popular long Japan, short Hong Kong equity trades due to the widening gap between valuations in the two markets, Goldman Sachs says bloomberg.com/news/articles/… via Bloomberg Markets

Hong Kong’s world-beating stock rally is showing no signs of letting up, with the city’s currency peg to the greenback burnishing its haven appeal amid the threat of higher-for-longer US interest rates. bloomberg.com/news/articles/… via Bloomberg Markets

TSMC is the pride of Taiwan and local investors are piling into the stock, both to make money and as a way of defending their homeland from China bloomberg.com/news/articles/… via Bloomberg Technology

Singapore has kicked off a big effort to revive its languishing stock market, but exchange insiders and market participants are doubtful that the reboot will succeed bloomberg.com/news/articles/… via Bloomberg Markets