DIRS.INFO The most relevant business & tech news

☆ Nissin Foods' CFO: See good premium product opportunities in India
▼ + stars: | 2024-11-21 | 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 EmailNissin Foods' CFO: See good premium product opportunities in IndiaTakashi Yano of Nissin Foods discusses business expansions in both India and China markets and the instant noodle maker is tackling the competitive landscape.

Persons: Takashi Yano Organizations: Nissin Foods Locations: India, China

☆ GS: tactically upgrade China market and lower India stocks with a subdued view on Japan near-term
▼ + stars: | 2024-11-01 | 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 EmailGS: tactically upgrade China market and lower India stocks with a subdued view on Japan near-termTimothy Moe of Goldman Sachs shares his latest view on China markets, India markets and Japan markets.

Persons: Timothy Moe, Goldman Sachs Locations: China, India, Japan

☆ Indosuez Wealth Management: Maintain selective weighting on China portfolio allocation
▼ + stars: | 2024-10-22 | 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 EmailIndosuez Wealth Management: Maintain selective weighting on China portfolio allocationFrancis Tan of Indosuez Wealth Management, advocates tactical allocation in China markets amid tepid economic growth and sluggish consumer demand.

Persons: Francis Tan Organizations: Management, Indosuez Wealth Management Locations: China

☆ China property market is going to be a problem for next 10 years or so, economist says
▼ + stars: | 2024-10-17 | 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 property market is going to be a problem for next 10 years or so, economist saysFreya Beamish, chief economist at TS Lombard, discusses China markets after a briefing from the country's housing ministry disappointed investors, pulling Hong Kong-listed property stocks lower.

Persons: Freya Beamish Organizations: China, TS Lombard Locations: China, Hong Kong

☆ In the short-term, tactical trading of China markets appropriate: BNP
▼ + stars: | 2024-10-15 | 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 EmailIn the short-term, tactical trading of China markets is appropriate: BNP Paribas Asset ManagementChi Lo of BNP Paribas Asset Management says the markets will remain volatile while waiting to see evidence that Beijing is serious in it's support of China's economy.

Persons: Asset Management Chi Lo Organizations: BNP, Asset Management Chi, Management Locations: China, Beijing

☆ Is it time to invest in China? Two pros share their views
▼ + stars: | 2024-10-09 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +4 min

As investors consider whether — and how — to invest in China, two experts share their views on the market right now. "We believe the scale and focus of these measures, particularly the targeted liquidity injection, address the critical issue of insufficient domestic capital flows into China's stock market. 'China is no longer cheap' Lorraine Tan, director of Asia's equity research at Morningstar, is more cautious looking ahead. "At this point in time, China markets are no longer cheap. Stocks on her radar include "higher quality, moaty names," such as fast-food restaurant chain Yum China Holdings and property developer China Resources Land .

Persons: Jingwei Chen, —, Europe —, Chen, Lorraine Tan, Tan, Stocks, — CNBC's Lim Hui Jie Organizations: National, Reform Commission, CSI, Wall, Wrise Private Singapore, CNBC Pro, Companies, BYD, Tencent Holdings, Morningstar, China Holdings, China Resources Locations: China, Asia, East, Europe, Hong Kong

☆ Dollar holds on to 7-week highs as traders consider U.S. rates outlook
▼ + stars: | 2024-10-08 | by ( ) www.cnbc.com time to read: +3 min

The dollar clung to seven-week highs against major currencies on Tuesday as investors ponder the outlook for U.S. rates after a strong jobs report last week dashed bets for large rate cuts, while escalating tensions in Middle East dented risk sentiment. Traders have drastically shifted their monetary easing expectations from the Federal Reserve this year. That has kept the dollar on the front foot and surging to a multi-week high against the euro, sterling and the yen. The New Zealand dollar was 0.3% higher at $0.6144 ahead of the monetary policy decision on Wednesday. A majority of economists in a Reuters poll last week said the Reserve Bank of New Zealand will cut interest rate by 50 basis points.

Persons: Kieran Williams, Louis, Alberto Musalem, Shigeru Ishiba Organizations: Federal Reserve, Asia FX, InTouch, Reserve Bank of St, Treasury, Bank of, New Zealand, Reserve Bank of New Locations: Middle East, Asia, China, Bank of Japan, Reserve Bank of New Zealand

☆ China markets surge on reopening as pent-up investors return from vacation
▼ + stars: | 2024-10-08 | by ( Huileng Tan | ) www.businessinsider.com time to read: +2 min

China's stock markets surged post-National Day break, driven by pent-up investor demand. Investors are assessing further economic stimulus measures from Beijing. AdvertisementChina's stock markets surged on Tuesday on pent-up demand from a weeklong trading break. Even before Tuesday's opening, China's social media was abuzz with what the stock markets may hold following the weeklong public holiday break. On Tuesday, hashtags about mainland China's stock market rushed to the top of Weibo's trending list.

Persons: —, Jun Rong, Yeap Organizations: Service, Beijing's, CSI, National Development, Reform Locations: Beijing, Shanghai, Shenzhen, China, hashtags

☆ China’s economy is in bad shape. Can its ‘whatever-it-takes’ stimulus effort turn things around?
▼ + stars: | 2024-10-06 | by ( Juliana Liu | ) edition.cnn.com time to read: +8 min

The stimulus measures should have come far sooner, says Lun, but better late than never. Beijing has largely held back on unveiling fiscal measures, which can include the use of taxation or other measures to impact public spending. Another one trillion yuan may be set aside for recapitalizing banks or helping indebted local governments to issue bonds. Jia said China’s economy had expanded sufficiently since then to support the issuance of Treasury bond financing between four trillion to 10 trillion yuan. Any meaningful stimulus measures must tackle the problem of oversupply in the property market, experts said.

Persons: Francis Lun, he’s, Lun, ”, we’re, Juliana Liu, Ray Dalio, Pan Gongsheng, Li Yunze, Wu Qing, Pan, Jing Liu, it’s, Xi, Jia Kang, Jia, Chi Lo Organizations: Hong Kong CNN —, Index, CNN, Geo Securities, Nikko Asset Management, Bridgewater Associates, National Development Reform Commission, People’s Bank of China, Financial Regulatory, China Securities Regulatory, HSBC, Reuters, Ministry, Finance, Ministry of Finance, China Academy of New, Barclays, BNP, Management Locations: China, Hong Kong, Causeway, Beijing, Renhuai

☆ India market to underperform near term, quality growth in the long run
▼ + stars: | 2024-10-04 | 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 EmailMacquarie Capital: India market to underperform near term, but quality growth in the long runAditya Suresh of Macquarie Capital breaks down the Indian Market outlook and compares growth with China markets.

Persons: Aditya Suresh Organizations: Macquarie, Macquarie Capital Locations: India, China

☆ Lombard Odier's John Woods discusses why he remains cautious on the Greater China markets
▼ + stars: | 2024-10-03 | 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 EmailLombard Odier's John Woods discusses why he remains cautious on the Greater China marketsJohn Woods of Lombard Odier says that while the animal spirits in China have been unleashed, he remains cautious about the market until the Chinese government can meaningfully tackle the excess capacity in the property sector.

Persons: John Woods, Lombard Odier Organizations: Lombard Locations: China

☆ JP Morgan on why India commands a better valuation premium than China
▼ + stars: | 2024-10-02 | 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 EmailIndia commands a better valuation premium than China on sustainable GDP and earnings growthRajiv Batra with JP Morgan discusses the opportunities within Chinese markets and compares China markets with India markets on.

Persons: Rajiv Batra, JP Morgan Organizations: India Locations: China, India

☆ Asia-Pacific markets mixed after Powell signals smaller rate cuts; China markets closed for holiday
▼ + stars: | 2024-10-01 | by ( Lim Hui Jie | ) www.cnbc.com time to read: +2 min

Asia-Pacific markets are mixed on Tuesday, after Federal Reserve Chair Jerome Powell indicated the recent outsized cuts enacted by the U.S. central bank should not be interpreted as a sign that future moves will be as aggressive. "If the economy performs as expected, that would mean two more rate cuts this year, a total of 50 [basis points] more." The current federal funds rate stands at 4.75%-5%, with the expected additional 50 basis points in cuts set to take the Fed's benchmark interest rate to 4.25%-4.5% at the end of 2024. In Asia, traders will focus on the Bank of Japan's third quarter Tankan survey, which measures the level of business optimism among large Japanese companies. As such, the member said, "the Bank will not raise its policy interest rate when financial and capital markets are unstable."

Persons: Jerome Powell, Morgan Stanley, Ellen Zentner Organizations: Federal, U.S, Bank of, U.S . Federal Reserve, Liberal Democratic Party, Bank, Reuters Locations: Asia, Pacific, Japan

☆ Analysis: China is celebrating National Day but with the economic downturn not everyone is in the party spirit
▼ + stars: | 2024-09-30 | by ( Nectar Gan | ) edition.cnn.com time to read: +10 min

Tourists visit an ancient city gate in Beijing, China ahead of National Day. The stock market may be in the midst of one of its most remarkable turnarounds, but economists say reversing China’s economic downturn will require much more work. “Stimulating the stock market doesn’t really do much for the real economy in China. Very few people invest in the stock market compared to other major markets,” said Logan Wright, director of China markets research at Rhodium Group. Property woesThe outlook for the real estate industry, which makes up about a quarter of the Chinese economy and 70% of household wealth, remains dim.

Persons: Japan’s “, Xi Jinping, Xi, Xu Tianchen, Hong, David Tepper, ”, Logan Wright, Wright, There’s, ” Wright, “, hasn’t, Alfred Wu, Lee Organizations: Hong Kong CNN, Economist Intelligence Unit, Reuters, Shenzhen bourses, Securities Times, Tourists, Management, CNBC, Barclays, Communist Party, Lee Kuan Yew, of Public, National University of Singapore Locations: Hong Kong, China, People’s Republic, United States, Beijing, Shanghai, Shenzhen, Guangzhou, China’s, Xi’s

☆ Expect China markets to further rally, but more fiscal policies needed
▼ + stars: | 2024-09-30 | 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 EmailExpect China markets to further rally, but fiscal policy needed to sustain themNick Samouilhan of Wellington Management discusses his outlook on the Chinese equity markets and says that with the good global growth picture, investors should have positive views on many asset classes but hold them "very lightly".

Persons: Nick Samouilhan Organizations: Wellington Management

☆ China markets jump has 'sustained momentum' with stimulus, says MSA Capital's Ben Harburg
▼ + stars: | 2024-09-26 | 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 markets jump has 'sustained momentum' with stimulus, says MSA Capital's Ben HarburgBen Harburg, MSA Capital managing partner and Core Values Alpha founder, joins CNBC's 'Money Movers' to discuss the impact of China's stimulus plans, how geopolitical conflict could move the markets, and more.

Persons: Ben Harburg Ben Organizations: China, Capital, Alpha Locations: Ben Harburg Ben Harburg

☆ Jim Cramer says incoming Starbucks CEO Brian Niccol has all the tools needed to fix the coffee chain
▼ + stars: | 2024-08-13 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +2 min

Club holding Starbucks on Tuesday announced a home-run hire to lead the coffee giant out of its recent slump: Chipotle CEO Brian Niccol is replacing Laxman Narasimhan as the chief executive. Shares of Starbucks soared more than 13% in premarket trading on the news, to more than $87 each. Niccol will start at Starbucks on Sept. 9 and also serve as chairman of the board of directors. Narasimhan had served as Starbucks' CEO since March 2023. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

Persons: Brian Niccol, Laxman Narasimhan, Jim Cramer, Laxman, Niccol, Narasimhan, Rachel Ruggeri, Jim Cramer's, Jim Organizations: Starbucks, Taco Bell, CNBC Locations: Taco, China

☆ Asia markets are mixed ahead of Fed and BOJ decisions this week; Australia and China markets closed
▼ + stars: | 2024-06-10 | by ( Lim Hui Jie | ) www.cnbc.com time to read: 1 min

Asia-Pacific markets were mixed on Monday after a stronger-than-expected U.S. jobs report on Friday revealed hiring and wage growth picked up in May. This adds to the narrative the Fed doesn't have to rush to lower interest rates. Traders don't expect the Federal Open Market Committee to cut rates at its meeting this week or the next meeting in July. This week in Asia, investors will be looking at Japan's first-quarter gross domestic product numbers on Monday, followed by the Bank of Japan's rate decision on Friday. Separately, China and India's inflation numbers for May will be released on Wednesday.

Organizations: Bank of Japan, Bank of Locations: Tokyo . Asia, Pacific, Asia, China

☆ China markets: We maintain our strategy of focusing on alpha selection, RBC strategist says
▼ + stars: | 2024-05-16 | 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 EmailChina markets: We maintain our strategy of focusing on alpha selection, RBC strategist saysJasmine Duan, senior investment strategist at RBC Wealth Management Asia, says it continues to like high dividend yield stocks.

Persons: Jasmine Duan Organizations: China, RBC, RBC Wealth Management Asia

☆ Strategist: we are not yet at the tail end of Japan's stock market rally
▼ + stars: | 2024-04-09 | 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 EmailStrategist: we are not yet at the tail end of Japan's stock market rallyFrancis Tan of UOB Private Bank discusses his outlook for Japan, South Korea and China markets. He sees further upside for Japanese stocks, due to strong fundamentals and growth in semiconductor cycle.

Persons: Francis Tan Organizations: UOB Private Bank Locations: UOB, Japan, South Korea, China

☆ CNBC Daily Open: Risk aversion in vogue
▼ + stars: | 2024-04-05 | by ( Clement Tan | In Clemtan | ) www.cnbc.com time to read: +3 min

This report is from today's CNBC Daily Open, our international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. Hong Kong's Hang Seng Index edged up 0.1%., while mainland China markets remain shut for a public holiday. The Dow Jones Industrial Average closed down Thursday 1.35% at 38,596.98 in its biggest loss since March 2023 and fourth-straight daily loss. The profit guidance for 6.6 trillion Korean won ($4.89 billion) exceeded even LSEG's estimate of 5.24 trillion won.

Persons: Korea's Kospi, Brent, nonfarm payrolls, Dow, Janet Yellen, Yellen, hasn't Organizations: CNBC, Japan, Federal Reserve, Nikkei, West Texas, Dow Jones, U.S . Federal, Treasury, American, of Commerce, Chips, Samsung Electronics, Tech, Apple Locations: Asia, China, China U.S, Guangzhou, California

☆ Strategist explains why he has turned bullish on the Chinese equity market
▼ + stars: | 2024-03-04 | 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 EmailStrategist explains why he has turned bullish on the Chinese equity marketYan Wang of Alpine Macro says expectations for China markets are so low it would not take much for Beijing to deliver a "positive surprise", adding that there is a "classic" mismatch between the information and price risk.

Persons: Yan Wang Locations: China, Beijing

☆ China’s AI stocks are surging. Here are the names to watch
▼ + stars: | 2024-02-25 | by ( Evelyn Cheng | ) www.cnbc.com time to read: +7 min

The investment analyst team led by Gary Yu has a $140 price target and overweight rating on Baidu's U.S.-listed shares. "We believe the current AI cloud integration between Galaxy AI and Ernie is just the first step," Yu said. For all the interest in AI stocks, China markets this year are still grappling with worries about whether Beijing is doing enough to support economic growth. They have a price target of 160 yuan on Shanghai-listed shares of Cambricon — upside of 12% from Friday's levels. They have a price target of 380 yuan on Shanghai-listed Kingsoft, up more than 50% from Friday's levels.

Persons: Morgan Stanley, Gary Yu, Yu, Ernie chatbot, Ernie, Fawne Jiang, Jiang, Baidu, Alex Yao, Yao, Geoffrey Hinton, Cade Metz, Hinton, Metz, it's, Sinodata, Microsoft didn't, EPFR, Bernstein, monetization Organizations: Bloomberg, Baidu, U.S, Huawei, Galaxy, Benchmark, JPMorgan China, Mavericks, Google, Facebook, Microsoft, Shenzhen Stock Exchange, Shanghai, China Equity Funds, Nvidia Locations: China, U.S, Shenzhen, Beijing, Shanghai

☆ China markets rise as upbeat holiday travel data boosts tourism stocks; Hong Kong shares fall
▼ + stars: | 2024-02-19 | by ( Shreyashi Sanyal | ) www.cnbc.com time to read: +1 min

Stock markets in China rose as traders returned from a long holiday on Monday to upbeat travel data, while Hong Kong stocks fell. The CSI 300 added 0.3% as trading resumed following the Lunar New Year holidays that saw consumer spending jump higher than pre-Covid levels, according to official data. Tourism stocks led the gains, jumping 2% shortly after the open. The People's Bank of China on Sunday held a key policy rate steady as expected, as markets reassess when the U.S. Federal Reserve might start easing its monetary policy this year. China's central bank said it was holding the rate unchanged at 2.5% on 500 billion yuan ($69.51 billion) worth of one-year medium-term lending facility.

Persons: Wang Yi, Antony Blinken Organizations: CSI, People's Bank of China, Sunday, U.S . Federal, China's, U.S Locations: China, Hong Kong, China's, United States, Beijing, Washington

☆ Asia markets set to track Wall Street gains with S&P 500 hitting a record high overnight
▼ + stars: | 2024-02-16 | by ( Lee Ying Shan | ) www.cnbc.com time to read: 1 min

Asia-Pacific markets were set to rise Friday, tracking Wall Street gains, with the S&P 500 notching a fresh record high. Japan's Nikkei 225 is set to extend gains, a day after the country lost its spot as the fourth-largest economy to Germany and entered into a technical recession. Nikkei futures contract in Chicago were at 38,625 and its counterpart in Osaka at 38,650 against the index's last close of 38,157.94Economic slowdown has raised hopes Japan may stick with its ultra-loose monetary policy for longer. Mainland China markets remain closed for the Chinese New Year holidays. Investors await Singapore 2024 budget, slated to be released later in the day.

Organizations: Nikkei, Investors Locations: Asia, Pacific, Australia, Germany, Chicago, Osaka, Japan, Mainland China, Singapore

Search resuls for: "China Markets"

25 mentions found