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☆ CNBC's Inside India newsletter: Stocks have 'bottomed out.' Here's what 2025 has in store
▼ + stars: | 2025-01-09 | by ( Ganesh Rao | ) www.cnbc.com time to read: +6 min

Fears of lofty valuation multiples alongside trimmed earnings expectations have led to a steady decline for the Nifty 50 . By my count, the Nifty 50 turned negative by the fifth trading day of the year in seven of the past 10 years. Many also believe that Indian equities, after their long slide, are now ripe for picking. Investor interest in India waned at the end of 2024 because of a pullback in Indian equities during that period. The dip in the market is a buying opportunity, he says, and names three Indian stocks to buy for 2025.

Persons: Bilal Kuchay, India hasn't, Herald van der Linde, Morgan Stanley, Ridham Desai, Garre, Bernstein, Surendra Goyal, Nifty, Donald Trump's, Kunal Desai, Desai, Eleswarapu, Pulkit, Goldman Sachs Organizations: Getty, Nurphoto, HSBC, Asia, Herald, Citi, National Statistical Office, Reserve Bank of, HDFC Bank, Indian Commerce Ministry, CNBC, TV18, Trump, BNP Locations: Samastipur, Bihar, India, China, Pulkit Patn

☆ Only a 'limited' number of companies likely to be affected by proposed U.S. tariffs on China: HSBC
▼ + stars: | 2024-11-26 | 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 EmailOnly a 'limited' number of companies likely to be affected by proposed U.S. tariffs on China: HSBCHerald van der Linde, head of equity strategy for Asia-Pacific at HSBC, says while sentiment "will be bad," only a limited number of companies will see an impact on earnings, given that large names like Tencent and Alibaba "sell mostly in China or within this region."

Persons: der Linde Organizations: HSBC Herald, HSBC Locations: U.S, China, Asia, Pacific

☆ Korea's Value-Up program will be a 'slow grind' and needs support from domestic investors: HSBC
▼ + stars: | 2024-09-25 | 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 EmailKorea's Value-Up program will be a 'slow grind' and needs support from domestic investors: HSBCHerald van der Linde of HSBC says that the Korea Value-Up program and index are positive developments for investors, but while increasing dividend payments and share buybacks is easy, it will take a long time for companies' capital allocation efficiency to improve.

Persons: der Organizations: HSBC Herald, der Linde, HSBC Locations: Korea

☆ 92% of investment funds have increased their exposure to China: HSBC
▼ + stars: | 2024-04-17 | 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 Email92% of investment funds have increased their exposure to China: HSBCHerald van der Linde of HSBC discusses the outlook for China's market, saying the market is in the early stages of improving sentiment.

Persons: der Organizations: HSBC Herald, der Linde, HSBC Locations: China

☆ There are still 'spots' in China that investors can look at, HSBC says
▼ + stars: | 2024-01-15 | 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 EmailThere are still 'spots' in China that investors can look at, HSBC saysHerald van der Linde, head of Asia-Pacific equity strategy at the bank, says "in China, the problem is that … we don't have one cycle that seems to work very well."

Persons: van der Linde Organizations: HSBC Locations: China, Asia, Pacific

☆ India's a great investment story but an 'expensive market,' HSBC says
▼ + stars: | 2023-09-27 | 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 EmailIndia's a great investment story but an 'expensive market,' HSBC saysHerald van der Linde, head of equity strategy at HSBC for Asia-Pacific, says Indonesia is "also a great story" but its earnings growth is "not as exciting" as India's.

Persons: van der Linde Organizations: HSBC Locations: Asia, Pacific, Indonesia

Benchmark 10-year yields reached 4.312%, testing October's 4.338%, a break past which would be its highest since 2007. "What's interesting is usually when you have volatility around rates that's the market trying to price in a higher fed funds rate. "The impact of higher yields is standard: a dollar that is well supported and equities under pressure," he added. MSCI's world index (.MIWD00000PUS) was down 0.1% on Thursday, having dropped to its lowest level since July 6 early in the session. MSCI's broadest index of Asia-Pacific shares outside Japan (.MIAPJ0000PUS) slid to its lowest since late November in early trading Thursday.

Persons: Brendan McDermid, Samy Chaar, der Linde, Van der Linde, Shunichi Suzuki, Brent, Ankur Banerjee, Alun John, Anisha, Sonali Paul, Angus MacSwan Organizations: New York Stock Exchange, REUTERS, Lombard, Atlanta Federal, Nasdaq, Zhongzhi Enterprise Group, HSBC, Reuters Global Markets, Finance, Thomson Locations: New York City, U.S, SINGAPORE, CHINA, China's, Asia, Pacific, Japan, Hong Kong, China, Singapore, London, Bengaluru

☆ China wants to move to a new growth model, HSBC says
▼ + stars: | 2023-07-20 | 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 wants to move to a new growth model, HSBC saysHerald van der Linde, HSBC's head of equity strategy at Asia Pacific, says China doesn't want to return to its old growth model, which was centered on real estate and investments in infrastructure.

Persons: van der, HSBC's Organizations: China, HSBC, van der Linde, Asia Locations: China

May 18 (Reuters) - Equity markets in North Asia will outperform the broader region this year, buoyed by China's reopening and a post-pandemic recovery-led earnings rebound, investors and strategists said. Liquidity from easing monetary and fiscal policy, along with Asian central banks' early victory on inflation, is expected to defend against an incoming downtrend, keeping North Asian equities resilient. Grace Tam, chief investment officer-Asia at BNP Paribas Wealth Management, expects North Asia to outperform this year following a strong 2022 from South Asian equities. Goldman Sachs sees the north versus south disparity in Asia as a top investment theme in 2023. "China's growth recovery and North Asia's earnings rebound in 2024 remain our key investment themes and overweight areas," it said in its second-quarter outlook.

☆ Buying global A.I. stocks? Here are the 3 risks investors should watch closely, HSBC says
▼ + stars: | 2023-05-11 | by ( Ganesh Rao | ) www.cnbc.com time to read: +2 min

Asian companies exposed to artificial intelligence have seen a 30% increase in value since November 2022 — when ChatGPT was unveiled. However, HSBC has warned that investors should consider three significant risks before investing in AI stocks: disappointing demand, increased competition, and regulations. "Nothing is more exciting for investors and entrepreneurs than discovering a potentially huge market for new products and services," said the bank's strategists led by Herald van der Linde. They added that these powerful narratives pushed stock prices up but eventually saw prices come back down due to various factors. Having laid out its framework, HSBC also named the following stocks exposed to artificial intelligence that their analysts cover.

☆ Shares and bonds ride high after soothing euro zone data
▼ + stars: | 2023-03-31 | by ( Marc Jones | ) www.reuters.com time to read: +6 min

Government bonds have gained as much as 5%, gold is 8% higher, while oil is down and the dollar has barely budged. The euro zone inflation numbers showed consumer prices rising 6.9% in March after an 8.5% increase in February, representing the sharpest deceleration since Eurostat started collecting data in 1991. Japan's Nikkei (.N225) also jumped 1% on Friday，as inflation data for the capital Tokyo highlighted broadening price pressures. The euro , which hit a one-week high against the dollar overnight on sticky German inflation data, dipped back under $1.09 again after the euro zone data but was still set for a 3% monthly rise. U.S. crude futures were flat at $74.40 per barrel, while Brent crude futures slipped 0.1% to $78.52 per barrel.

☆ Asian shares ride high in Q1 but keep vigil on inflation
▼ + stars: | 2023-03-31 | by ( Stella Qiu | ) www.reuters.com time to read: +5 min

The buoyant mood is likely to run into resistance in Europe, with caution setting in ahead of the euro zone inflation data. The pan-region Euro Stoxx 50 futures was flat, while S&P 500 futures eked out a gain of 0.2%. It is on course for a quarterly gain of 3.6%, after surging 12% in the three months that ended in December. Japan's Nikkei (.N225) also leaped 1%，as inflation data for the capital Tokyo highlighted broadening price pressures. That compared with an overwhelming bet on a 25 basis point hike a month ago before the banking volatility started.

☆ China has U-turned on almost all major policies it put in place in the last 3 years — and it's not surprising, given the state of its economy
▼ + stars: | 2023-02-16 | by ( Huileng Tan | ) www.businessinsider.com time to read: +10 min

But the country reversed some major policies in response to the abysmal GDP growth. China's GDP grew by 3% in 2022 — the worst since the chaotic Cultural Revolution ended. Most recently, after three years of pandemic lockdowns and isolation, China abruptly reversed course and abolished its zero-COVID policy — leaving the world guessing why. China's GDP grew only 3.0% in 2022 — the worst in nearly half a century since the chaotic Cultural Revolution ended. China's GDP growth is vital because it is the world's second-largest economy after the US, so it's a driving force for global investment and trade.

☆ 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."

☆ Adani vs. Hindenburg: How Asia’s richest man lost his crown in just a few days
▼ + stars: | 2023-02-01 | by ( Jihye Lee | ) www.cnbc.com time to read: +5 min

Gautam Adani, billionaire and chairman of Adani Group, during an event at the Port of Haifa in Haifa, Israel, on Tuesday, Jan. 31, 2023. According to Forbes, Gautam Adani, the founder and chairman of the group, has lost his status as Asia's richest man to Mukesh Ambani, the chairman of Reliance Industries. Hindenburg, which said it has taken a short position in Adani Group, stands to benefit from the declining value of those stocks. Adani's battle with the short-seller firm has put the group's exposure to Wall Street — amounting to nearly $9 billion, according to JPMorgan — under the spotlight. In just one week, Indian billionaire Gautam Adani saw more than $34 billion wiped off his net worth, according to the Bloomberg Billionaires Index.

☆ Chinese companies set for biggest earnings growth in 5 years in 2023-Refinitiv data
▼ + stars: | 2023-01-19 | by ( Gaurav Dogra | ) www.reuters.com time to read: +2 min

Jan 19 (Reuters) - Chinese companies are expected to report their highest earnings growth in five years, Refinitiv data shows, as economic reopening after COVID lockdowns and accommodative monetary policy raise hopes for higher profits. According to Refinitiv IBES data, China's large and mid-cap companies' profits are seen rising 16.2% in 2023, the fastest growth since 2017. The Reuters analysis showed utilities, consumer staples and consumer discretionary sectors are expected to lead growth with their estimated profit growth of 34.5%, 33.5% and 27.8%, respectively. Meanwhile, the tech sector is expected to see earnings growth of 27% compared with 9.4% in 2022 while the property sector would witness 9.4% higher profits after a 4.9% drop last year. read more"We expect China to outperform Asia ex-Japan due to its faster-than-anticipated reopening, continuing domestic policy support, and potential for stronger earnings growth," said Mark Haefele, chief investment officer at UBS Global Wealth Management, in a note this month.

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