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Search resuls for: "Kinger Lau"


15 mentions found


☆ Valuation levels for Chinese stocks are attractive, says Kinger Lau
  + stars: | 2024-05-10 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailValuation levels for Chinese stocks are attractive, says Kinger LauKinger Lau, Chief China Strategist at Goldman Sachs, discusses the rally in China stocks over the past two months and where they still have more room to run.
Persons: Kinger Lau Kinger Lau, Goldman Sachs Locations: China
☆ Goldman Sachs says it remains positive on Hong Kong capital markets activity
  + stars: | 2024-05-07 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGoldman Sachs says it remains positive on Hong Kong capital markets activityKinger Lau, chief China equity strategist at Goldman Sachs, says China is taking measures to encourage more initial public offering flows to Hong Kong.
Persons: Goldman Sachs, Kinger Lau Locations: Hong Kong, China
☆ Goldman Sachs says these China stocks can win even if there's a repeat of Japan's lost decades
  + stars: | 2024-01-14 | by ( Evelyn Cheng | ) www.cnbc.com   time to read: +5 min
Goldman Sachs calls the China story today one of "rebalancing," and has picked 40 buy-rated stocks to play the theme. They predict certain consumer names, artificial intelligence companies and rising global players will be among the Chinese stocks that can do well. December data and fourth-quarter GDP due out late Tuesday New York time may give more clues on China's economic trajectory — and whether policymakers need to act. For China's economic outlook, comparisons to Japan may ultimately be more academic as the debate has become more about the extent to which national security has replaced economic growth as the priority. "Very often I'm asked the question, will China ignore development as it talks more about security?"
Persons: Goldman Sachs, Japan's, Kinger Lau, Morgan, Robin Xing, Goldman, Lau, Li Qiang, Liu, SICC, Arthur Kroeber, Dragonomics, Liu Jianchao, Michael Bloom Organizations: Beijing, China Equity, China New Economy Summit, China, New, Invesco, Central Commission, Financial, Economic Affairs, Laboratories, U.S . Food, Drug Administration, U.S, StarPower Semiconductor, Wire China, Communist Party's, Foreign Locations: China, Japan, Hong Kong, Beijing, New York, Davos, Shanghai, U.S, Shenzhen, Europe
☆ Goldman Sachs expects China stocks to make first annual gain in 4 years in 2024
  + stars: | 2023-11-22 | by ( Clement Tan | ) www.cnbc.com   time to read: +4 min
"Our view is very clear," Kinger Lau, Goldman Sachs chief China equity strategist, told CNBC's "Squawk Box Asia" on Tuesday. China rebalancingWith just under six weeks of the year remaining, the MSCI China and CSI 300 indexes are both poised for third-straight annual losses. Goldman Sachs noted both mutual and hedge fund mandates globally are running with multi-year low allocations in Chinese stocks. Key changesIn their latest outlook paper, Goldman Sachs strategists upgraded the food and beverage sector to overweight from market weight and technology hardware sector to overweight from underweight. Real estate has been a key driver of the downturn in the Chinese economy after Beijing started cracking down on the debt levels of mainland developers in 2020.
Persons: Goldman Sachs, Kinger Lau, CNBC's, it's, Lau Organizations: Getty, 20th Central Committee, Chinese Communist Party, CSI Locations: Beijing, China
☆ Goldman Sachs strategist discusses China's equity outlook for 2024
  + stars: | 2023-11-21 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGoldman Sachs strategist discusses China's equity outlook for 2024Kinger Lau, chief China equity strategist at Goldman Sachs, discusses the firm's underweight position on China property and banks, and its overweight position on tech and services.
Persons: Goldman Sachs, Kinger Lau Locations: China
☆ Goldman Sachs says China's stock market performance will improve towards the end of 2023
  + stars: | 2023-09-28 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGoldman Sachs says China's stock market performance will improve towards the end of 2023Kinger Lau of Goldman Sachs explains the recent selling off of Chinese equities by international investors, and why he expects further improvement in China's market performance towards the end of 2023.
Persons: Goldman Sachs, Kinger Lau
☆ Goldman Sachs strategist says housing demand in China will probably be weak in the years ahead
  + stars: | 2023-08-16 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGoldman Sachs strategist says housing demand in China will probably be weak in the years aheadKinger Lau of Goldman Sachs says that will be a drag on economic growth at least for the next few years.
Persons: Goldman Sachs, Kinger Lau Locations: China
☆ Goldman names China stocks set for a bounce — and 2 make its list of top buy-rated picks
  + stars: | 2023-07-28 | by ( Lucy Handley | ) www.cnbc.com   time to read: +2 min
Goldman Sachs has identified a number of Chinese stocks to buy after the government announced a number of major fiscal stimulus measures this week. The bank added that it expects Chinese stocks to "trade better" in the coming months. Goldman screened for buy-rated stocks in several areas related to China's policy announcement, including internet giants Tencent and JD , as well as its medical platform JD Health . In real estate, Goldman is buy-rated on property software company Beike and on mobile components company BYD Electronic as well as online recruitment firm Kanzhun . Search engine giant Baidu and drinks company China Resources Beer are also picks of the bank, and appear on its Asia-Pacific conviction list of top buy-rated stocks.
Persons: Goldman Sachs, Kinger Lau, Goldman, — CNBC's Michael Bloom, Clement Tan Organizations: country's Communist Party, Tencent, Baidu, China Resources Locations: China, Asia
☆ China's bad first half gets investors hopeful and interested
  + stars: | 2023-07-19 | by ( Jason Xue Tom Westbrook | Jason Xue | Tom Westbrook | ) www.reuters.com   time to read: +5 min
"For China, it is 'bad news is good news' at the moment," said Jun Bei Liu, portfolio manager at Tribeca Investment Partners in Sydney. Even before the latest disappointing growth data, a slew of soft economic indicators had shown China's recovery was falling short, slamming the brakes on nascent stock market rallies. Foreign money has been leaving, with worries over China's cyber-security crackdowns and Sino-U.S. flaps over chips and rare metals adding to growth concerns. REVIEWING CHINAGoldman Sachs analysts led by Kinger Lau also believe a 'tactical market recovery' thesis is compelling, and project a 15% 12-month return for the CSI300. "We are conservative about the extent of the policy support down the road," said Alicia Garcia Herrero, chief economist, Asia Pacific at Natixis.
Persons: Jun Bei Liu, Liu, Marcella Chow, CHINA Goldman Sachs, Kinger Lau, it's, Mike Kelly, Alicia Garcia Herrero, Eugenia Victorino, SEB, Victorino, Ting Lu, Jason Xue, Tom Westbrook, Kim Coghill Organizations: Tribeca Investment Partners, CSI, Morgan Asset Management, CHINA, JPMorgan, PineBridge Investments, Nomura, Thomson Locations: China, Sydney, U.S, Asia, Natixis, Shanghai
☆ Reopening to recovery: Goldman Sachs sees China stocks surging as much as 24% by end of 2023
  + stars: | 2023-02-20 | by ( Jihye Lee | ) www.cnbc.com   time to read: +1 min
BEIJING, CHINA - FEBRUARY 09: Citizens walk at Wangfujing Pedestrian Street in the snow on February 9, 2023 in Beijing, China. Goldman Sachs strategists see an economic shift from "reopening to recovery" driving Chinese stocks as much as 24% higher by the end of this year. The firm sees a potential 24% upside to the MSCI China index as the country moves past the reopening that followed its stringent zero-Covid policies to a growth phase, according to a Monday note. Chinese stocks entered bull market territory around the Lunar New Year earlier this year – with the MSCI China index peaking at the end of January up nearly 60% from lows seen in October. MSCI China tracks more than 700 China stocks listed globally, including Tencent, BYD and Industrial and Commercial Bank of China.
☆ Is China set for a rebound in 2023? Wall Street pros weigh in — and reveal how to trade it
  + stars: | 2022-12-20 | by ( Zavier Ong | ) www.cnbc.com   time to read: +4 min
Morgan Stanley turned bullish on China stocks for the first time in nearly two years, upgrading China to overweight versus emerging market stocks on Dec. 4 as the country embarks on a "clear path set towards reopening." 'Good long-term play' John Leiper, chief investment officer at Titan Asset Management, thinks now might be a good time for investors to snap up Chinese stocks. Leiper believes Chinese stocks represent a good long-term play given solid structural drivers, overly negative sentiment, and attractive valuations. Meanwhile, Goldman Sach s estimates a full reopening could drive 20% upside for Chinese stocks . HSBC is another major bank to turn upbeat on Chinese stocks, saying "after a tough year, things can only get better − and we believe they will."
☆ Hong Kong's Hang Seng had its best month since 1998, but remains in bear market territory
  + stars: | 2022-12-02 | by ( Jihye Lee | ) www.cnbc.com   time to read: +3 min
Strategists at Goldman Sachs said from February 2021 to October 2022, the Hang Seng index saw a "systemic correction," which the firm defines as a fall of 40% or more. Next key levelsAnalysts at Weiss Multi-Strategy Advisers said, "November may, in hindsight, be viewed as a key turning point for Chinese equities," noting the Hang Seng China Enterprise index and the property sector saw significant gains. After its November gains, the Hang Seng index hovered around 18,600 – a level of resistance according to market watchers. "With the 18,600 level of resistance being overcome for the Hang Seng Index, that could seem to place the key psychological 20,000 level on watch," IG market strategist Yeap Jun Rong said in a Thursday note. The HSI last fell below the 20,000 level in August, and analysts expect to see a continued rebound in the equity market on further signs that the nation will shift away from zero-Covid.
☆ Goldman Sachs says buy these stocks ahead of a $2.6 trillion China reopening boom
  + stars: | 2022-11-11 | by ( Zavier Ong | ) www.cnbc.com   time to read: +3 min
This would be a boon for the stock market, according to Lau, who estimates that a full reopening could drive 20% upside for Chinese stocks. "While the reopening roadmap is still unclear, our reopening beneficiaries have outperformed the [MSCI China Index] by 20% since July," he said. Reopening beneficiaries The bank's list of reopening beneficiaries comprises 30 names it says are "well placed" to gain from the easing of social distancing and travel curbs. Here's what it found A third of the bank's list of reopening beneficiaries is made up of companies in the hotels, restaurants and leisure sectors. The stocks include casino operators Galaxy Entertainment and Sands China , food chain Yum China , as well as Trip.com .
☆ Goldman Sachs says China is still 'months away' from reopening
  + stars: | 2022-11-07 | by ( Jihye Lee | ) www.cnbc.com   time to read: +2 min
Thomas Peter | ReutersStocks in Hong Kong and China rallied at the end of a volatile week last week, driven by speculation that Beijing could soon ease its Covid-zero policy — but economists at Goldman Sachs say China may still be "months away" from reopening. We estimate that a full reopening could drive 20% upside for Chinese stocks... Goldman Sachs"The actual reopening is still months away as elderly vaccination rates remain low and case fatality rates appear high among those unvaccinated based on Hong Kong official data," Goldman Sachs economists led by Hui Shan said in a Sunday note. China stocks may jump 20% at reopeningGoldman maintains its view that China could reopen in the second quarter of 2023. The latest Hong Kong government statistics show only 60.81% of people aged 80 and older have received all three doses. "A safe and orderly reopening is very difficult right now," the Goldman Sachs note said.
☆ China's 'little giants' will benefit from policy tailwinds under new leadership, says Goldman Sachs
  + stars: | 2022-10-27 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailChina's 'little giants' will benefit from policy tailwinds under new leadership, says Goldman SachsKinger Lau of the investment bank discusses China's "little giants," which are "small-, mid-cap, high-growth stocks residing in strategically important sectors."
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