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UBS Group

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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Goldman Sachs says China stocks may rise by 40% on market reforms as UBS goes overweight on mainland, Hong Kong shares

by Anas Siddiqui
Goldman Sachs says China stocks may rise by 40% on market reforms as UBS goes overweight on mainland, Hong Kong shares

China’s push to reshape its capital markets is set to give stock valuations a significant boost, according to Goldman Sachs. UBS Group joined the chorus by upgrading its recommendations on …

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HSBC summit: idea that China is ‘uninvestible’ is ‘shallow and lazy’, Primavera Capital’s Fred Hu tells panel

by Anas Siddiqui
HSBC summit: idea that China is ‘uninvestible’ is ‘shallow and lazy’, Primavera Capital’s Fred Hu tells panel

The world’s second-largest economy is still the single-biggest contributor to global gross domestic product growth, and the size and scale of its industries is still huge, he told a panel …

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Hong Kong stocks: lack of earnings momentum risks derailing sentiment-driven rebound, analysts say

by Anas Siddiqui
Hong Kong stocks: lack of earnings momentum risks derailing sentiment-driven rebound, analysts say

Hong Kong stocks are priced for perfection and vulnerable to shocks, according to analysts. A stream of unimpressive earnings announcements could end the two-month rebound in Asia’s third-largest stock market …

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