Investment Management
* Since Jan 2015, top Chinese liquor maker Kweichow Moutai, traded on the Northbound Connect, has surged more than 30 percent in value. Today alone, Moutai is up more than 4.50 percent, attracting buyers. Paying a yield of 1.55 percent, Kweichow Moutai is the Top Pick of Morgan Stanley as a defensive stock, to profit […]
* UBS says Chinese regulators may lower entry barriers and add new trading options for mainland investors, triggering more capital inflow into Hong Kong market. Says Expect regulators to announce stock connect in 2Q and start program in 2H, probably in September or October. Sees ETFs, small-caps, derivatives becoming eligible for trading vs current 296 […]
* While catalysts may be forming for an April China stock rally, Nomura analysts are cautious and say its important to watch supply side reforms * Anticipate a shift towards a more defensive stance sometime later in April or May as investor concerns may reignite on NPLs, defaults, closure of “zombie” cos, Fed rate hike […]
* Morgan Stanley picks 13 stocks to profit from a deflationary scenario in China. Says deflationary pressures will persist for longer and will growth will also slow and debt to GDP ratios will remain on the rise * Kweichow Moutai, China Jushi, Harmonicare, Han’s Laser, 58.com, JD.com, Weibo Corp among stocks with overweight rating, pricing […]
* Investors who bought iShares Emerging Markets ETF on our advice on 16 March are now making a paper profit of 2.17 percent (current base price $33.15) over 20 days based on 3 positions. We advice to take profit immediately * NOTE: Our orders were executed at $32.90 (+0.75%), $32.91 (+0.72%) and $32.915 (+0.70%). We […]
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