DIRS.INFO top alerts submit data jurnalism about API
login
Top related persons:
Kevin Liu - 3 Bernstein - 2 CICC - 2 it's - 1 — - 1 Goldman Sachs - 1 Nomura's - 1 Goldman - 1
Top related locs:
China Hong Kong
Top related orgs:
CICC Research - 3 Dow Jones - 1 Tech - 1 UBS - 1 CNBC Pro - 1 CSI China Internet - 1 Vanguard Information Technology - 1 China Technology ETF - 1

Search resuls for: "CICC Research"


4 mentions found


☆ These global tech stocks have beaten the S&P 500 this year — and analysts give them over 20% upside
  + stars: | 2024-05-08 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +2 min
U.S. stocks have been rather volatile in the past month, but in the past week they had a strong run on hopes of rate cuts. Tech stocks, which would be boosted by rate cuts, have been a big part of that rally — with Meta , Alphabet and Amazon in particular having a strong showing over the past couple of weeks. Elsewhere, analysts are getting more optimistic on China stocks, especially those in the tech sector. Kevin Liu, managing director and strategist at CICC Research, said his conviction call would be a structural barbell allocation with themes including tech names "with high-end upgrading opportunities," among others. Stock screen Against this backdrop, CNBC Pro screened FactSet for stocks from four exchange-traded funds (KraneShares CSI China Internet ETF, Vanguard Information Technology ETF, Invesco China Technology ETF and the iShares MSCI China Multisector Tech ETF) to find stocks that: have beaten the S & P 500's around 9% year-to-date performance.
Persons: Bernstein, Kevin Liu Organizations: Dow Jones, Tech, UBS, CICC Research, CNBC Pro, CSI China Internet, Vanguard Information Technology, China Technology ETF, China Multisector Tech Locations: China
☆ Will China's comeback stock rally last? Wall Street weighs in and shares stock picks
  + stars: | 2024-05-07 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +5 min
China stocks have staged such a strong rally after a protracted slump for the past few years that they're beating even the S & P 500 so far this year. The MSCI China index, which includes the mainland A-shares, Hong Kong-listed shares and U.S.-listed China names, has jumped around 9%, while the KraneShares CSI China Internet ETF is up around 13%. Most analysts said whether the rally can be sustained will largely depend on China policy. How to play China Though most were bullish on China stocks, they would be selective in stock-picking. They include: SPDR S & P China ETF iShares MSCI China A ETF Global X MSCI China Consumer Disc ETF iShares MSCI Hong Kong ETF — CNBC's Michael Bloom contributed to this report.
Persons: Bernstein, it's, —, Goldman Sachs, Kevin Liu, CICC, Nomura's, Goldman, Kweichow, Ping, Morningstar, Michael Bloom Organizations: U.S, CSI China, Investors, CICC Research, CNBC, BYD, SAIC, Changan Automobile, Energy, Anhui, Cement, JPMorgan, Kuaishou, Ping An Insurance, China Merchants Bank, Hong, China, iShares, China Consumer Locations: China, Hong Kong
☆ Beijing is on the right path to solving the main challenge facing China's market: CICC
  + stars: | 2023-11-13 | 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 EmailBeijing is on the right path to solving the main challenge facing China's market: CICCKevin Liu of CICC Research says Beijing's issuance of 1 trillion yuan in government bonds will make a difference in addressing the problem of delayed credit expansion in China.
Persons: Kevin Liu, CICC Organizations: Beijing, CICC Research Locations: China
☆ We're 'relatively constructive' on Chinese markets, strategist says
  + stars: | 2022-12-06 | 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 EmailWe're 'relatively constructive' on Chinese markets, strategist saysLiu Gang of CICC Research says with China's reopening and property measures, headwinds affecting the country's growth are "marginally easing."
0 next >>
Total: 4