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Chinese stocks

NetEase, Baidu, Meituan hurt Hong Kong stocks as focus shifts to Fed chair’s speech

by Anas Siddiqui
NetEase, Baidu, Meituan hurt Hong Kong stocks as focus shifts to Fed chair’s speech

Hong Kong stocks fell on Friday, dragged down by Chinese blue chips’ disappointing earnings, while traders keenly await the Federal Reserve chair’s speech for clues on the coming interest-rate cut. …

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JD.com, Xiaomi and AIA lead rebound in Hong Kong stocks; Fed clears rate-cut doubts

by Anas Siddiqui
JD.com, Xiaomi and AIA lead rebound in Hong Kong stocks; Fed clears rate-cut doubts

Hong Kong stocks snapped a two-day losing streak, with JD.com leading a tech rebound after a sell-off, while Xiaomi and AIA jumped after posting stellar earnings. The Hang Seng Index …

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Hong Kong stocks surge on JD.com, Alibaba earnings and PBOC support pledge

by Anas Siddiqui
Hong Kong stocks surge on JD.com, Alibaba earnings and PBOC support pledge

Hong Kong stocks jumped, spurred by a tech sector rally led by JD.com after its strong earnings. A People’s Bank of China (PBOC) pledge of more policy support bolstered the …

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Hong Kong stocks left out of regional recovery as Meituan, Li Auto pace losses

by Anas Siddiqui
Hong Kong stocks left out of regional recovery as Meituan, Li Auto pace losses

Hong Kong stocks wavered near a two-week high amid the region’s ongoing recovery from last week’s rout. Tencent rallied on earnings-surprise bets. The Hang Seng Index lost 0.2 per cent …

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Chinese equities can soar even with a property crisis on, spot-on stock picker says

by Anas Siddiqui
Chinese equities can soar even with a property crisis on, spot-on stock picker says

Chinese stocks do not need a turnaround in property prices to chalk up further gains despite an entrenched bearish consensus that says they do, according to a top market strategist …

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Hedge fund billionaire Ray Dalio says benefits of investing in China outweigh risks

by Anas Siddiqui
Hedge fund billionaire Ray Dalio says benefits of investing in China outweigh risks

Ray Dalio, the billionaire founder of the world’s largest hedge fund Bridgewater Associates, said investing in China is a good idea despite the risks, because Chinese assets are cheap and …

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China property: too soon to call Beijing’s rescue package a ‘game changer’, JPMorgan says

by Anas Siddiqui
China property: too soon to call Beijing’s rescue package a ‘game changer’, JPMorgan says

Investors will need to see more positive signals from China’s property market before calling a stabilisation in the industry, as the unprecedented bailout package introduced last week may be insufficient …

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Goldman Sachs leads bullish chorus on Chinese stocks, as Morgan Stanley and JPMorgan’s private bank remain cautious

by Anas Siddiqui
Goldman Sachs leads bullish chorus on Chinese stocks, as Morgan Stanley and JPMorgan’s private bank remain cautious

A spectacular run in Chinese stocks has divided global investment banks into two camps, with Goldman Sachs, UBS Group and HSBC Holdings firmly in the bullish camp while Morgan Stanley …

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Opinion | Why rally in Chinese stocks is hardier than doubters think

by Anas Siddiqui
Opinion | Why rally in Chinese stocks is hardier than doubters think

The China trade is back. Since its low on January 22, the MSCI China Index, which tracks stocks listed at home and abroad, has risen 28 per cent after falling …

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Hedge fund giant Bridgewater misses out on stock market bull run, ditching Chinese stocks in first quarter

by Anas Siddiqui
Hedge fund giant Bridgewater misses out on stock market bull run, ditching Chinese stocks in first quarter

Bridgewater Associates, the world’s biggest hedge fund, pulled back drastically from Chinese stocks again last quarter, slashing its investment by nearly 90 per cent from a peak two years ago. …

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