Alex Chan’s Post

📈 #BiggestRally in Nearly Two Years: 8.5% Surge for Chinese #Stocks #Chinese shares in Hong Kong rose the most in almost two years as traders returned from a public holiday. 🏙️💼 Property Developers Lead the Charge The Hang Seng China Enterprises Index climbed 8.5%, extending its winning streak to 13 days. Property developers led the gains, with a sector gauge leaping 35% — a record intraday advance. An index of brokerage shares, a barometer of risk sentiment, jumped 32%. China's markets are closed until 8 October for a week. 📊📈 Brokerage Stocks Reflect Optimistic Sentiment China's share in MSCI Inc. benchmark for developing-nation equities rose to 27.8% at the end of September, the highest since November 2023. 📈📉 JPMorganChase: China's #Economy on the Rise Sylvia Sheng, a JP Morgan Asset Management strategist, said <<We are turning more positive on China’s economic outlook>>. Hedge funds are buying Chinese stocks at a record pace, according to Goldman Sachs Group Inc.

The Hang Seng Index is a major benchmark for Hong Kong and Asian markets. The #factsheet provides a snapshot of the Hang Seng Index, covering everything from its historical performance to its constituents and valuation. Save this post for quick reference and share it with your friends seeking diversification. Please note : Figures are in HKD #Index #HangSeng #MarketCap #China #Investment #Trade #SnapShot #CenturyFinancial

Goldman Sachs, UBS, BNP more positive on Chinese stocks as chorus of favourable sentiment grows in run-up to July plenum https://lnkd.in/djgWiwYg Investment banks including Goldman Sachs, UBS and BNP have become more positive on stocks in China. Foreign investors were net buyers of Chinese stocks for a third straight month in April, the longest streak of foreign buying in a year. Some international hedge funds have shifted their investment positions from US or Japan stocks to China stocks over the past week, Japanese investment bank Daiwa Capital Markets said in a report. #china #stock #investment #investing #equity #business #InvesTAODigest

Japanese equities have enjoyed strong performance since early 2022, outpacing global equities by 33.7%. However, with the yen strengthening and upcoming election volatility, will this outperformance continue? Click to read Cambridge Associates' latest insights on Japanese equities to find out more: https://ow.ly/mcAA30sHhM5

JPMorgan Abandons Recommendation to Buy China Stocks Ahead of US Election China was downgraded from overweight to neutral in the banks’ emerging markets allocation. This move aligns with a growing trend among global financial institutions, with UBS Global Wealth Management and Nomura Holdings Inc. making similar adjustments in recent weeks. It’s clear that excluding China from investment strategies is gaining traction as the country’s outlook dims and other markets appear to offer more promising returns 👌🏻 #china #banks #stocks #strategy #investment #recommendation Source; Bloomberg

In the wake of recent market volatility, Japanese equities may be an attractive investment opportunity. Here's why: https://lnkd.in/gjzD9DtU https://lnkd.in/gwk7YHDn

Global markets are opening on a positive note again today in terms of risk appetite with global equities a sea of green as we write. The Hang Seng is leading the way in Asia (+1.30% as of 8.05am GST), which in turn is fuelling a stronger bias to U.S. and European stock futures. The Asia iTraxx credit indices are similarly tighter for choice across the spectrum. Indeed, the positive tone out of Hong Kong this morning is being attributed to some positive corporate earnings news, foreign currency inflows and a more optimistic tone enveloping the troubled property sector.

Asian stock markets gained overnight, echoing the advance on Wall Street, and currency markets started with a sense of relative calm. The trading pattern comes as investors process the fallout from the recent political unrest in France and South Korea. Hem Kaur Saroya tells you more #WallStreet #AsianStockMarket #SouthKorea #France

𝐈𝐬 𝐂𝐡𝐢𝐧𝐚 𝐁𝐚𝐜𝐤? 👀 The Hang Seng Index surged by another +4% today, bringing its year-to-date return to 17%. This is almost in line with the Nasdaq's +19% gain. 😮 With China implementing stimulus measures and some sectors showing signs of strength, should investors be paying more attention to China's markets with valuations so compressed? Or is this just another “fake wind" when it comes to Chinese equities? Let us know in the comments! ___________ Follow Aravis Capital and tap the bell 🔔 on the profile to be notified when we post. #ThursdayRoundUp #HangSeng #ChinaRecovery #Nasdaq Chart taken from Yahoo Finance

The latest effort. Discussion about 1) Equities in Japan, China and the broader EM space (TV) and 2) Fed policy, US growth stocks, Japan and China equities (radio) https://lnkd.in/gDrjV6ex https://lnkd.in/gqNVEQy6