Daiwa Capital Markets Archives

China’s easing of solar, wind installation curbs to boost renewable energy, aid sector struggling with oversupply

China has eased curbs on solar and wind installations to cut use of fossil fuel, a positive sign for the country’s renewable energy sector, which has been struggling with oversupply. …

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

by Anas Siddiqui

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. …

Goldman Sachs, UBS, BNP more positive on Chinese stocks as chorus of favourable sentiment grows in run-up to July plenum

by Anas Siddiqui

Goldman Sachs said changes are afoot in China that point to a potentially stronger risk appetite and a more conducive trading environment for A shares in the near term, after …