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☆ Hong Kong stocks are back from the dead. Here’s why
  + stars: | 2024-04-30 | by ( Laura He | ) edition.cnn.com   time to read: +6 min
Hong Kong CNN —Hong Kong’s benchmark Hang Seng Index surged more than 7% in April as the best-performing major index in the world. The valuation of Hong Kong stocks has also become more “compelling” relative to the rest of the Asian region after the pullback last year, said Zhikai Chen, head of Asian equities at BNP Paribas Asset Management. He added that there is a shift in investors’ sentiments as Chinese economic data turned more positive. Innes said global investors are currently “underweight” in Chinese markets, including Hong Kong, because of geopolitical tensions and concerns surrounding potential fallout from the upcoming US elections. Stock exchange data showed that southbound investors (meaning investment from mainland China into Hong Kong) have bought nearly $20 billion of Hong Kong-listed stocks in March and the first three weeks of April on a net basis.
Persons: ”, Kelly Chung, Zhikai Chen, Stephen Innes, David Chao, Nomura, Xiaomei Chen, Angelina Lai, Innes, Kong, BNP Paribus Organizations: Hong Kong CNN, Hong, Value Partners, BNP, Management, P Global, PMI, Kong's, Reuters, US, People’s Bank of, HK, “ Locations: China, Hong Kong, United States, Beijing, India, James’s, People’s Bank of China
☆ Microstrategy still has a massive runway ahead of it, says Miller Value Partners CIO
  + stars: | 2024-03-01 | 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 EmailMicrostrategy still has a massive runway ahead of it, says Miller Value Partners CIOBill Miller IV, Miller Value Partners chairman and CIO, joins 'Closing Bell' to discuss Miller's thoughts on Microstrategy at these levels and where it could go from here, if cryptocurrencies need use cases right now, and more.
Persons: Bill Miller IV Organizations: Miller Value Partners
☆ Apple is a shrinking company: Miller Value Partners' Bill Miller IV
  + stars: | 2023-09-13 | 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 EmailApple is a shrinking company: Miller Value Partners' Bill Miller IVBill Miller IV, chairman and chief investment officer of Miller Value Partners, joins 'The Exchange' to discuss the bearish case for Apple, locating the fair value price for Apple, and bullish optimism about the future of Bitcoin.
Persons: Bill Miller, Bill Miller IV Organizations: Miller, Partners, Miller Value Partners, Apple Locations: Bitcoin
☆ Watch CNBC's full interview with Miller Value Partners' Bill Miller IV
  + stars: | 2023-09-13 | 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 EmailWatch CNBC's full interview with Miller Value Partners' Bill Miller IVBill Miller IV, chairman and chief investment officer of Miller Value Partners, joins 'The Exchange' to discuss the bearish case for Apple, locating the fair value price for Apple, and bullish optimism about the future of Bitcoin.
Persons: Bill Miller, Bill Miller IV Organizations: Miller Value Partners, Apple Locations: Bitcoin
☆ Stocks will charge higher as economic fears fade and bears give up, Bill Miller says
  + stars: | 2023-08-17 | by ( Theron Mohamed | ) www.businessinsider.com   time to read: +3 min
Bill Miller expects a strong second-half showing from the US stock market. The Miller Value Partners founder sees a rosy economy and defeated bears driving stocks higher. "It's entirely possible that we're going to get back to a 2% inflation rate by the end of this year," Miller said during a recent live call hosted by Miller Value Partners. Miller noted that a robust first-half showing from stocks is usually followed by a similarly strong second half. The veteran fund manager predicted stocks would head higher, as bearish institutional investors swallow their doubts and pile into equities to catch up to their peers.
Persons: Bill Miller, " Miller, Miller, Legg Mason Organizations: Miller Value Partners, OneMain, Service, Federal Reserve, Nasdaq, Legg Mason Value Trust Locations: Wall, Silicon
☆ Large parts of this economy are going to struggle, says Strategic Value Partners' Victor Khosla
  + stars: | 2023-08-10 | 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 EmailLarge parts of this economy are going to struggle, says Strategic Value Partners' Victor KhoslaVictor Khosla, Strategic Value Partners founder and CIO, joins 'Squawk Box' to discuss the latest market trends, why he thinks trillions of dollars of deals done in a zero-interest-rate environment will help create a tough cycle ahead, commercial real estate market, and more.
Persons: Victor Khosla Victor Khosla Organizations: Partners, Value Partners
☆ Bill Miller, who once beat the market for 15 straight years, redefines value investing
  + stars: | 2023-07-27 | by ( Yun Li | ) www.cnbc.com   time to read: +2 min
Bill Miller, the value investor known for once beating the market for 15 years in a row, is also well recognized as an early investor in bitcoin and Amazon . Miller made his name by running the Legg Mason Capital Management Value Trust, which beat the S & P 500 every year from 1991 to 2005. He left Legg Mason to found Miller Value Partners in 2012 after the fund suffered steep losses and an exodus of assets during the financial crisis. Samantha McLemore, Miller's longtime co-manager, will assume management of Miller Opportunity Trust through her firm Patient Capital. His eldest son, Bill Miller IV, will become the lead manager for the Miller Income Fund.
Persons: Bill Miller, Miller, Legg Mason, Jeff Bezos, MacKenzie Scott, bitcoin, who's, Samantha McLemore, Miller's, Bill Miller IV Organizations: Legg Mason Capital Management Value Trust, Miller Value Partners, Amazon, Opportunity Trust, Morningstar, Delta Air Lines, Cruise Line, Big Tech, Miller Opportunity Trust, Capital, Miller Income Fund Locations: bitcoin
☆ Bill Miller IV acquires majority stake in Miller Value Partners
  + stars: | 2023-05-31 | 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 EmailBill Miller IV acquires majority stake in Miller Value PartnersBill Miller IV, Miller Value Partners chief investment officer, joins 'Closing Bell' to discuss his majority stake acquisition in Miller Value Partners and the direction he plans to take the company.
Persons: Bill Miller IV, Miller Value Partners Bill Miller IV Organizations: Miller Value Partners
☆ UK court approves German property group Adler's restructuring plan
  + stars: | 2023-04-12 | by ( ) www.reuters.com   time to read: +2 min
LONDON, April 12 (Reuters) - Adler Group SA's (ADJ.DE) restructuring plan to prevent the German property company's imminent collapse was approved by London's High Court on Wednesday, despite opposition from some bondholders. He told a short hearing on Wednesday that he would provide his reasons for allowing the plan at a later date. Adler Group has external debts of approximately 6.1 billion euros ($6.66 billion), according to court documents filed by AGPS Bondco for last week's hearing. Under the restructuring plan, the company will borrow 938 million euros of new funding and the terms of unsecured notes that mature between 2024 and 2029 will be amended. A group of creditors that holds notes that mature in 2029 – including investment firms DWS Investment GmbH and Strategic Value Partners – opposed the plan, saying they would be better off if Adler Group were formally liquidated.
☆ Warren Buffett's Berkshire Hathaway faces a brutal mix of economic headwinds. It will capitalize on the chaos, 8 experts say.
  + stars: | 2023-04-06 | by ( Theron Mohamed | ) www.businessinsider.com   time to read: +10 min
Berkshire Hathaway faces high inflation, rising rates, and a potential recession and credit crunch. Warren Buffett's company will weather the storm and scoop up the bargains that emerge, experts say. Experts say Berkshire's ample cash reserves, strong brands, and prudent management will enable it to comfortably navigate a harsh economic environment. "Shareholders who plan on holding Berkshire for years into the future should hope for a near-term bear market in stocks. Brian Gongol, longtime Buffett follower and Berkshire shareholder:"It's better to be in Berkshire's shoes during challenging times than during a boom.
☆ Investor Bill Miller aims to top the S&P 500 consistently once again, but this time with new ETFs
  + stars: | 2023-04-06 | by ( Jesse Pound | ) www.cnbc.com   time to read: +2 min
Notable investor Bill Miller is getting into the exchange traded fund game, according to securities filings. Miller Value Partners made the initial filings for what appears to be its first ETFs on Wednesday — the Miller Value Partners Appreciation ETF and the Miller Value Partners Leverage ETF. The leveraged ETF is also actively managed, but will include leveraged ETFs and swaps on the S & P 500 in addition to equities and standard ETFs. Miller Value Partners will use an "adaptive, data-driven approach" to determine each day whether the fund should be leveraged or unleveraged, the filing said. While Miller has made his name as a value investor, he has expanded his portfolio to include bets on certain tech stocks like Amazon .
☆ Analysis: Why China's reopening isn't inflationary
  + stars: | 2023-02-16 | by ( Rae Wee | ) www.reuters.com   time to read: +6 min
However, economists see no challenge to global inflation, pointing instead to Chinese President Xi Jinping's new blueprint for self-sufficiency, broader prosperity and a socialist ideology as checks on big-ticket shopping. The slack in China's labour markets and Beijing's growth priorities will also take the edge off inflation, they say. "I don't think China's recovery or the reopening will cause any significant global inflation," said Chi Lo, senior market strategist for Asia Pacific at BNP Paribas Asset Management. BNP's portfolio managers are positioning for China's rebound to boost regional tourism, but not export price rises for manufactured goods. "I'm very much of the view that (China's reopening) will be positive for the world in terms of either not being too inflationary, but more widely having deflation in some key new goods and services," Westpac senior economist Elliot Clarke said.
☆ Ray Dalio's hedge fund nearly tripled its GameStop and AMC bets last quarter, while Bill Miller dumped Bed Bath & Beyond stock
  + stars: | 2023-02-14 | by ( Theron Mohamed | ) www.businessinsider.com   time to read: +2 min
The hedge fund nearly tripled its stake in the video-game retailer and the movie-theater chain. Meanwhile, Bill Miller's fund sold all of its remaining shares in Bed, Bath & Beyond. Dalio's Bridgewater Associates fund boosted its bets on GameStop and AMC Entertainment, while Miller Value Partners exited its Bed Bath & Beyond wager. Similarly, AMC shares surged from about $2 to over $59 during the first six months of 2021. For its part, Bed Bath & Beyond shares soared from under $4 in April 2020, to over $35 by January 2021.
Organizations: & $
☆ Investors turn picky in Asia after easy wins from China’s reopening
  + stars: | 2023-02-09 | by ( Ankur Banerjee | ) www.reuters.com   time to read: +5 min
Herald van der Linde, HSBC's head of equity strategy for Asia Pacific, points out that travel and gaming stocks have already benefited. That has led investors to hunt for sectors and companies with depressed valuations outside China. Reuters GraphicsMSCI China Vs MSCI Asean vs MSCI Asia excluding JapanGLOBAL PUSH OR CHINA PULL? After a torrid 2022, investors have been betting that a swift recovery in China's economy will somewhat cushion the impact of a global slowdown and possible recession. "China and its reopening trade, on the other hand, are in early stages and may be the additional tailwind for Asian equities later this year."
☆ Investor reaction to Adani market rout after short-seller report
  + stars: | 2023-02-02 | by ( ) www.reuters.com   time to read: +4 min
The rout has sparked concern that the fallout could also affect, more broadly, confidence in India. GEORGE BOUBOURAS, HEAD OF RESEARCH AT K2 ASSET MANAGEMENT, MELBOURNE (UNDERWEIGHT ON INDIA)"The Adani effect works both ways given the market cap relative to index. "To attract more capital the Indian economy needs more FTAs (free-trade agreements) and more financial market reform - a long process." Given there has not been any significant change for now for the market valuation, the market remains overall expensive in our view." Adani is a known levered name in India, so I would think most participants should not associate the same issues for other Indian assets."
☆ I'm just trying to figure out where there are cheap stocks out there, says Bill Miller III
  + stars: | 2023-01-06 | 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 EmailI'm just trying to figure out where there are cheap stocks out there, says Bill Miller IIIBill Miller III and Bill Miller IV, both of Miller Value Partners, join 'Closing Bell' to discuss the markets, where they see stocks headed in 2023 and the company's succession plan.
☆ Bill Miller doubles down on Amazon after a rough year, while shorting Tesla increasingly
  + stars: | 2023-01-06 | by ( Yun Li | ) www.cnbc.com   time to read: +1 min
Value investor Bill Miller said he's doubling down on Amazon after a brutal year, and growing his short position on Tesla . Miller said he recently bought more Amazon shares. His hedge fund Miller Value Partners held 695,000 shares, worth about $78.5 million, at the end of the third quarter. "I think it's one of the easiest names in the market," Miller said on CNBC's " Closing Bell " on Friday. AWS, Amazon's cloud-based segment, is worth almost the whole price of Amazon, Miller said.
☆ Watch CNBC's full interview with Bill Miller III and Bill Miller IV, both of Miller Value Partners
  + stars: | 2023-01-06 | 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 EmailWatch CNBC's full interview with Bill Miller III and Bill Miller IV, both of Miller Value PartnersBill Miller III and Bill Miller IV, both of Miller Value Partners, join 'Closing Bell' to discuss the markets, where they see stocks headed in 2023, bitcoin and the company's succession plan.
☆ Exclusive: Hestia seeks to take control of Pitney Bowes board, oust CEO
  + stars: | 2022-12-12 | by ( Svea Herbst-Bayliss | ) www.reuters.com   time to read: +3 min
Hestia, which scored big gains on a bet on GameStop (GME.N), plans to nominate more than five candidates for election to the nine-person board of Pitney Bowes early next year. Marc Lautenbach has been CEO of Pitney Bowes for a decade and Michael Roth, the chair, has served on the board since 1995. A representative for Pitney Bowes was not immediately available for comment. read moreWolf suggested that the Pitney Bowes board consider selling the company's Global Ecommerce segment if its results did not improve, Reuters reported. Hestia believes Pitney Bowes should focus on cash-generating segments such as Presort Services, its mail aggregation business, and SendTech Solutions, its postal-meter business.
☆ Markets need to get above 4,150 for a true year-end market rally, says Miller Value's Spallanzani
  + stars: | 2022-11-30 | 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 EmailMarkets need to get above 4,150 for a true year-end market rally, says Miller Value's SpallanzaniJohn Spallanzani, Miller Value Partners portfolio manager, joins 'Closing Bell: Overtime' to discuss Fed Chair Powell's speech and its impact on stocks.
☆ EXCLUSIVE Hedge fund Hestia wants Pitney Bowes to review capital spend, e-commerce segment
  + stars: | 2022-11-21 | by ( Svea Herbst-Bayliss | ) www.reuters.com   time to read: +3 min
It is not clear whether Hestia, run by Kurt Wolf, plans to nominate director candidates for election to the company's nine-member board. A Pitney Bowes spokesperson was not immediately available for comment. Pitney Bowes, which is headquartered in Stamford, Connecticut, is valued at $628 million. Wolf believes Pitney Bowes should focus on cash-generating segments like Presort Services, its mail aggregation business, and SendTech Solutions, its postage meter business. Securities filings show that Permit Capital, LLC and Miller Value Partners LP, which were also investors in GameStop alongside Hestia, are also invested in Pitney Bowes.
☆ Bill Miller keeps betting big on this energy stock, which is up 60% this year
  + stars: | 2022-11-17 | by ( Yun Li | ) www.cnbc.com   time to read: +1 min
Value investor Bill Miller kept his top holding unchanged last quarter, betting on an energy name that has jumped nearly 60% this year. Miller first bought the stock in the fourth quarter of 2021. Goldman Sachs recently published a bullish note on Ovintiv, saying the stock could surge 40% in the next 12 months. Another energy name among Miller's biggest holdings is Energy Transfer , which he kept unchanged at $65 million. The stock has fallen about 30% in volatile trading this year amid heightened geopolitical tensions.
☆ We are concerned about the consequences of the Inflation Reduction Act: Christian Lindner
  + stars: | 2022-11-07 | 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 EmailWe are concerned about the consequences of the Inflation Reduction Act: Christian Lindner"We are concerned about the consequences due to the Inflation Reduction Act," Christian Lindner, the German finance minister, told CNBC's Silvia Amaro, saying, "our common approach should be that value partners should stay preferred trade partners," he said.
☆ Asia bond funds dump China in favour of cash after high-yield rout
  + stars: | 2022-10-31 | by ( Summer Zhen | ) www.reuters.com   time to read: +4 min
Many holders of China high yield bonds have seen them trading below 20 cents on the dollar. The in-default bonds of property company Sunac China (1918.HK) maturing in 2025 trade at 6 cents to a dollar. The average return of the top 10 Asia high yield bonds is down more than 30% this year, Morningstar data shows, of which Fidelity Funds' Asian High Yield Fund and UBS's SICAV - Asian High Yield (USD) had shed more than 40% as of Oct. 27. Value Partners’ Greater China High Yield Income Fund was down 37% as of the end of September. While there are select bonds that have upside, China high yield as an asset class is currently “uninvestable", she said.
☆ Siberia will be full of investment opportunities in the next 3 decades if you can get in right after the war, says a fund manager who manages $7 billion in assets
  + stars: | 2022-09-27 | by ( Huileng Tan | ) www.businessinsider.com   time to read: +2 min
Investing in Russia after the war with Ukraine could present a surpising upside, said an investor. That's thanks to vast farmlands in Siberia, said Cheah Cheng Hye, co-CIO of Value Partners Group. They will be a food superpower," said Cheah Cheng Hye, co-chief investment officer of Value Partners Group, an asset management firm that manages about $7 billion in assets. Over two-thirds of Value Partners' clients are based in China and Hong Kong. Moreover, China has not condemned Moscow over the Ukraine war.
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