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Top related persons:
Jonathan Pines - 10 it's - 4 Federated Hermes - 3 Narendra Modi's - 2 Carter - 2 Krishnamurthy Subramanian - 1 Kevin T - 1 Goldman Sachs - 1
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Search resuls for: "Jonathan Pines"


10 mentions found


☆ Chinese stocks are cheap but a sustainable rally depends on investor confidence: Federated Hermes
  + 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 EmailChinese stocks are cheap but a sustainable rally depends on investor confidence: Federated HermesJonathan Pines, head of Asia ex-Japan equity at Federated Hermes, discusses the stock rally that stimulus measures from China's central bank prompted.
Persons: Jonathan Pines Organizations: Federated Hermes Locations: Asia, Japan, China's
☆ Fund manager on hefty discount of preferred shares on Korean market
  + stars: | 2024-06-24 | 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 EmailHefty discount of preferred shares is a 'side effect' of Korea's poor corporate governanceJonathan Pines of Federated Hermes shares his view on South Korea's Value-Up program and says the government's short selling ban is unlikely to be effective in the long run.
Persons: Jonathan Pines Organizations: Federated Hermes
☆ How to invest in India, the world's fastest-growing major economy
  + stars: | 2024-06-13 | by ( Lucy Handley | In | ) www.cnbc.com   time to read: +10 min
India has been dubbed the "perfect" emerging market to invest in, but it can be tricky for those outside the country to gain access. India's stock market has been making headlines this year, and for good reason. "India remains one of the best-performing equity markets this year, underpinned by the world's fastest-growing major economy and a resilient macro backdrop," said James Thom, senior investment director Asian equities at Abrdn, in a note to clients. Some of the top ETFs in North America include the Columbia India Consumer ETF , the First Trust India NIFTY 50 Equal Weight ETF and the BMO MSCI India ESG Leaders Index ETF . In Europe, the list includes the iShares MSCI India UCITS ETF , which provides exposure to around 85% of the stock market, and the Xtrackers MSCI India Swap UCITS ETF Capitalisation 1C .
Persons: Krishnamurthy Subramanian, Narendra Modi's, Kevin T, Carter, Goldman Sachs, James Thom, aren't, GDRs, Arjun Jayaraman, there's, Jayaraman, Abrdn's Thom, Surendra Goyal, Thom, EMQQ Global's Carter, Modi's, it's, Jonathan Pines, — CNBC's Ganesh Rao, Tuul, Bruno Morandi Organizations: CNBC Pro, IMF, Bharatiya Janata Party, EMQQ, CNBC, Wealthmills Securities, Global, Causeway, Mutual, Columbia India Consumer ETF, First Trust India, BMO, India, Nasdaq, Investors, Nokia, Bank of America, Citi, Edge, Reliance Industries, U.S ., Bank of India, Network18, Bank, Getty Locations: India, China, North America, Europe, Singapore, U.S, Indian, Chhatrapati Shivaji Terminus, Mumbai
☆ CNBC's Inside India newsletter: The secret of the stock market rally
  + stars: | 2024-05-23 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +5 min
This report is from this week's CNBC's "Inside India" newsletter which brings you timely, insightful news and market commentary on the emerging powerhouse and the big businesses behind its meteoric rise. "This particular product, and broadly speaking, the domestic investor, has driven the upsurge in the Indian stock markets," Mahesh Nandurkar, head of India research at Jefferies, told CNBC. For instance, of the nearly 4,900 actively traded India-listed stocks, 300 stocks had a fall in revenue in the last two consecutive financial years. Foreign investors have historically had a significant influence on local equity markets. For now, the savings directed into equity markets are still a tiny proportion of the overall savings Indians put away annually.
Persons: it's, Mahesh Nandurkar, Hermes, Jonathan Pines, Deepak Jasani, Jefferies, Nandurkar Organizations: Association for Mutual Funds, SBI Equity, Opportunities, ICICI Prudential, Advantage Fund, Jefferies, CNBC, Federated Hermes, HDFC Securities Locations: India, Japan
☆ Many Indian stocks are in a 'bubble,' investor says, revealing the stock he just sold
  + stars: | 2024-05-16 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +4 min
India's mid-cap stocks are in a "bubble" despite the country's promising economic prospects, according to contrarian fund manager Jonathan Pines. Pines added that he's unable to justify current stock prices, even when accounting for "aggressive assumptions" about future growth in India's mid-cap stocks. The mid-cap 'bubble' Pines revealed that his fund recently held two Indian stocks, one of which was SJVN . SJVN, a mid-cap stock in the hydropower energy sector, has experienced a "vertical price" movement, which Pines attributed to a potential bubble in the Indian mid-cap market. The only 'reasonable' Indian stock On the other hand, GAIL India , a natural gas distribution company, remains the sole Indian stock in Pines' portfolio.
Persons: Jonathan Pines, it's, Pines, Rohit Natarajan, SJVN, Sudhanshu Bansal, GAIL India, GAIL Organizations: Federated, Antique, JM Financial, Federated Hermes Asia Locations: Pines, Japan, India, India's, U.S
☆ CNBC's Inside India newsletter: A disconnected stock market
  + stars: | 2024-05-10 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +5 min
CNBCThis report is from this week's CNBC's "Inside India" newsletter which brings you timely, insightful news and market commentary on the emerging powerhouse and the big businesses behind its meteoric rise. For local investors, Indian stocks would have underperformed the U.S. benchmark by more than 45 percentage points since Buffett's 2008 bet. It appears that India's near 8% GDP growth isn't transforming into stock market returns. But that has also meant significant competition for the incumbents, many of which are listed on the stock market. This year has also been particularly unlucky for Indian stock market investors thanks to the uncertainty added by politics.
Persons: Warren Buffett, it's, Jonathan Pines, Federated Hermes, Rajeev Agrawal, Agrawal, Narendra Modi's, Kevin Carter, Buffett, Carter, Modi, Narendra Modi, Amit Shah, Virat Kohli, Rajat Patidar Organizations: Berkshire, CNBC, BSE, Federated, DoorDarshi Advisors, Narendra Modi's BJP, India, Ecommerce, One97 Communications, Ujjivan Financial, BJP, Russia, Indian, Ukraine, India's Central Bureau of Investigation, Indian Premier League, Wednesday, Royal Challengers Bengaluru Locations: Omaha , Nebraska, Omaha, BSE India, India, United States, Gandhinagar Lok Sabha, Russia, Mumbai, Punjab Kings
☆ Investment management firm discusses the limitations of South Korea's 'value up program'
  + stars: | 2024-04-29 | 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 EmailInvestment management firm discusses the limitations of South Korea's 'value up program'Jonathan Pines, head of Asia ex Japan equity at Federated Hermes, discusses how the program will affect sectors.
Persons: Jonathan Pines Organizations: Email Investment, Federated Hermes Locations: Asia, Japan
☆ Why South Korea's Japan-style measures to boost its stock market may not work
  + stars: | 2024-02-28 | by ( Shreyashi Sanyal | ) www.cnbc.com   time to read: +3 min
An inflatable bull during a ceremony marking the first day of trading of the year at the Korea Exchange (KRX) headquarters in Seoul, South Korea, Tuesday, Jan. 2, 2024. SeongJoon Cho/Bloomberg via Getty Images Bloomberg | Bloomberg | Getty ImagesSouth Korea's Japan-style measures for improving corporate governance may not be enough to boost its undervalued stock markets and tackle the so-called "Korea discount." Asia's fourth-largest economy is striving to boost stock market valuations that are considered much lower compared to peers, with analysts referring to the phenomenon as the "Korea discount." The 'chaebol' problemSouth Korean markets are made up of corporations called "chaebols," which are large family-owned global conglomerates, typically controlled by the founder's family. "The behavior that leads to South Korea's low stock prices is motivated, and therefore seeking to coax South Korean controlling families into 'being nice' to minority stockholders is unlikely to be successful," Pines said.
Persons: SeongJoon Cho, James Lim, Jonathan Pines, Federated Hermes, Daniel Tan Organizations: Korea Exchange, Bloomberg, Getty Images Bloomberg, Getty, Financial, FSC, Samsung Electronics, LG, SK, Hyundai, Dalton Investments, Japan, Korean Stock Exchange, Federated, Grasshopper Asset Management, CNBC Locations: Seoul, South Korea, Japan, Korea, Tokyo, Asia, Singapore
☆ South Korea needs to do more to tackle the 'Korea discount,' says financial services firm
  + stars: | 2024-02-27 | 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 EmailSouth Korea needs to do more to tackle the 'Korea discount,' says financial services firmJonathan Pines of Federated Hermes discusses the country's measures to reduce the "Korea discount" on stock prices, saying they "fundamentally misunderstand the incentive of those that control 80% of Korea's companies."
Persons: Jonathan Pines, Federated Hermes Organizations: Federated Locations: Korea
☆ Portfolio manager on Korean stocks and corporate governance reforms
  + stars: | 2024-02-13 | 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 EmailWe like Korean stocks because they are so cheap, but more corporate governance reforms are neededJonathan Pines from Federated says corporate government is gradually improving in South Korea, but a lot more needs to be done. More importantly, the regulators need to step in.
Persons: Jonathan Pines Organizations: Federated Locations: South Korea
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