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Chinese stocks
China Focus
The Long March of 2024 starts with a bang
After years of Covid and economic policy missteps, it will take a “Long March” for China’s economy to regain full swing and for commercial and residential real estate to recover its values.
3 days ago
China Focus
Chinese stocks tumble as stimulus scepticism keeps bulls at bay
The benchmark CSI 300 Index slid as much as 7.4%, wiping out its gain of 5.9% amid frenzied trading on Tuesday when mainland markets reopened after the Golden Week holiday.
4 days ago
Asset management
Pictet filing mistakenly showed US$15 bil bet on Chinese bank
A barrage of economic, financial and market-support measures reinvigorated investor confidence in Chinese shares and prompted the likes of Goldman Sachs to upgrade the nation’s stocks to overweight.
5 days ago
China Focus
China stock scepticism gets louder as world-beating run extends
Chinese shares have skyrocketed since late-September as a barrage of economic, financial and market-support measures reinvigorated investor confidence.
6 days ago
Global Markets
Last week’s meltdown turns spotlight on Chinese and Malaysian stocks
While the S&P 500 has declined 2.8% since last Friday, Malaysia’s and China’s benchmarks have both lost less than half of that.
August 09, 2024
China Focus
Why China is trying to curb short-selling of stocks
History shows that clamping down on short-selling rarely provides the market with more than a short-term boost.
July 12, 2024
China Focus
China stocks swing wildly in chaotic end to worst week in years
The volatile moves underscore how investor confidence has been shattered as risks keep stacking up.
February 02, 2024
Tong's Portfolio
Our take (and our bets) on the global capital markets now
Where do we stand in this debate?
April 27, 2023
Tong's Portfolio
The limitations of our knowledge narrow our windows of opportunity
The Malaysian Portfolio far outperformed both the Global Portfolio and MSCI World Net Returns Index.
February 23, 2023
Global Markets
Goldman sees China stock, yuan gains extending on policy shifts
Goldman Sachs Group Inc. said Chinese stocks may rally another 15%, while the yuan is seen hitting levels last seen in April.
January 09, 2023