Hong Kong stocks rebound as Xi strikes upbeat tone on China’s economy in meeting with US business leaders

Hong Kong stocks rose, with the benchmark erasing a monthly loss, after President Xi Jinping met with US business leaders in a bid to boost confidence about China’s growth prospects, pledging a market-oriented business environment in the world’s second largest economy.

The Hang Seng Index added 1.6 per cent to 16,660.76 at the noon break, taking to almost 1 per cent the gain in March. The Hang Seng Tech Index jumped 3.8 per cent and the Shanghai Composite Index added 1.1 per cent.

It is a shortened trading week for the city’s stock market, which will be closed this Friday and next Monday for public holidays, although mainland China will be open for business.

The focus on corporate earnings continued with home appliances maker Haier Smart Home jumping 7.4 per cent to HK$24.15 after posting better-than-estimated full-year results for 2023. China Life Insurance gained 5.2 per cent to HK$9.39 after analysts from investment banks including Citigroup said its 31 per cent profit decline for 2023 was smaller than expected. Smartphone maker Xiaomi rallied 2.2 per cent to HK$15.08 ahead of the announcement of the official price range and order placements of its first electric-vehicle model, due later today.
Xi pledged more policy support to improve its business environment in a meeting with more than a dozen US business executives from companies including Blackstone, Pfizer and Qualcomm in Beijing on Wednesday, underscoring Beijing’s efforts to restore confidence and arrest a slide in foreign direct investment. He also dismissed the narratives that China’s economy was collapsing and that growth had peaked, vowing a greater scope for foreign businesses and deeper reforms.

“It’s sending a message that China will be more proactive in striving for economic development goals and in its policy tone,” said Zhang Xia, an analyst at Great Wall Securities. “That may speed up the implementation of relevant policies on new-quality productive forces.”

The Hang Seng Index has seen range-bound trading after various market intervention moves made by authorities, including state-led buying and curbs on quant investment funds, boosted the gauge by almost 4 per cent in February. Investors are now shifting their focus to corporate earnings and economic data to assess the sustainability of the rebound.

Elsewhere, Industrial and Commercial Bank of China (ICBC) fell 1 per cent to HK$3.93 after reporting sluggish earnings. China Construction Bank lost 1.3 per cent to HK$4.74 ahead of its earnings release on Friday.

“We see 2023 as a moderately negative set of results for ICBC,” said HSBC analysts in a note. “As negatives, PPOP (Pre-provision operating profit) pressure was larger than we expected due to sharp NIM (net interest margin) compression and ongoing fee income pressure.”

HSBC cut the 2024 earnings forecast for ICBC by 1.2 per cent and that for 2025 by 2.3 per cent to reflect revenue concerns.

Four companies made their trading debuts. In Hong Kong, Fujing Holdings, a producer of potted vegetables, surged 81 per cent from its IPO price to HK$1.96 and Lianlian DigiTech, a digital pay service provider, dropped 4.5 per cent to HK$9.76.

In Shenzhen, SigmaStar Technology, a manufacturer of semiconductor devices, jumped 178 per cent to 44.88 yuan and Pamica Technology, which makes insulating materials, rallied 72 per cent to 29.85 yuan.

Other major Asian markets were mainly lower. Japan’s Nikkei 225 slid 1.2 per cent South Korea’s Kospi retreated 0.1 per cent, while Australia’s S&P/ASX 200 added 0.9 per cent.

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