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George Boubouras - 2 Jiang Sheng - 1 It's - 1 Ted Alexander - 1 CNBC's - 1 David Tepper - 1 Michael Burry - 1 Alibaba - 1
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Search resuls for: "K2 Asset Management"


8 mentions found


☆ Big names like David Tepper and 'Big Short' investor Michael Burry are quietly upping their bets on the Chinese economy
  + stars: | 2024-09-17 | by ( Zahra Tayeb | ) www.cnbc.com   time to read: +5 min
From property woes to sluggish economic data, China appears to be suffering from long Covid. Wall Street turns bullishBillionaire investors, including Appaloosa Management founder David Tepper and "Big Short" investor Michael Burry, recently revealed they are sticking to their China bets. The famed investor loaded up on Alibaba stock in the second quarter, revealing an $11.2 million position in the company. That makes Alibaba Burry's largest holding, with other Chinese tech stocks including Baidu and JD.com also featuring on Burry's portfolio. Meanwhile, BCA Research recently upgraded Chinese onshore stocks to overweight, with China strategist Jing Sima expecting Chinese onshore stocks to passively outperform global equities.
Persons: Jiang Sheng, It's, Ted Alexander, CNBC's, David Tepper, Michael Burry, Alibaba, Tepper, Burry, JD.com, Jing Sima, George Boubouras, Goldman Sachs, Song Zhiyong, Eric Lin Organizations: Visual China, Getty, Appaloosa Management, KE Holdings, Baidu, BCA Research, K2 Asset Management, CNBC, Bank of America, National Bureau of Statistics, China's Ministry of Transport, Civil Aviation Administration, Asia Pacific Summit for Aviation Safety, Paris Olympic Games, Greater, Greater China Research, UBS Locations: China, Beijing, Wall, Japan, South Korea, Singapore, Europe, Greater China
☆ China's latest market crackdown shows it hasn't learned any lessons
  + stars: | 2024-02-26 | by ( Huileng Tan | ) www.businessinsider.com   time to read: +3 min
China has curbed short selling and quant trading activities to support its flailing stock markets. AdvertisementBeijing is now trying to support the flailing Chinese stock markets by pulling a familiar move — cracking down on private sector activities. Remember — China's recent private sector enterprise crackdown wiped out over a trillion dollars from its tech sector alone and spooked entrepreneurs. China isn't the first to curb stock market activities — the US also cracked down on short-selling during the 2008 financial crisis. China's securities regulator said on Thursday it wasn't trying to interfere with trading activities, but will crackdown on "illegal activities" that disrupt market order.
Persons: —, They're, George Boubouras, isn't, Eswar Prasad Organizations: Service, Bloomberg, Asset Management, China isn't, Cornell University, International Monetary Fund, Nikkei Locations: China, Beijing, Hong, Melbourne
☆ CNBC Pro Talks: Munro Partners' Nick Griffin to discuss AI, Big Tech and stocks to short
  + stars: | 2023-10-17 | by ( Cnbc.Com Staff | ) www.cnbc.com   time to read: +2 min
Join CNBC's Will Koulouris as he quizzes Nick Griffin, chief investment officer of Munro Partners, on the AI theme, Big Tech, and how to play stocks such as Nvidia and Microsoft . Munro Partners, with $4.3 billion Australian dollars under management, is focused on global growth stocks. The Munro Global Growth Fund's top five holdings are Alphabet , Amazon , Nvidia , Visa and Microsoft . The firm has another growth-focused fund, the Munro Concentrated Global Growth Fund, with a return of 12% per annum since its inception in 2019. He has been with Munro Partners since 2016 and before that was head of international equities at K2 Asset Management and was also at Deutsche Bank.
Persons: Koulouris, Nick Griffin, Munro, Griffin, Eli Lilly Organizations: Munro Partners, Big Tech, Nvidia, Microsoft, Global, Novo Nordisk, Visa, Samsung SDI, Asset Management, Deutsche Bank Locations: U.S
☆ Russia turmoil to fuel market volatility, flight to safety
  + stars: | 2023-06-24 | by ( ) www.reuters.com   time to read: +5 min
The question is how much and how lasting the reaction will be, much of which depends upon unknowable developments." It is reasonable to expect oil and other key commodity prices to rise. If oil prices rise sharply, that will indeed weigh upon equities and reignite stagflation fears. In theory it should benefit from a flight to safety, but in practice a strong dollar can impede it." “Probably bearish Indian stocks too as the dividend they’ve received from cheap Russian oil likely disappears.
Persons: Wagner, Stringer, STEVE SOSNICK, stagflation, MICHAEL PURVES, DAVID KOTOK, Putin, Orban, ’, GEORGE BOUBOURAS, JAMIE HALSE, “, Tom Westbrook, Megan Davies, Carolina Mandl, Ira Iosebashvili, Lananh Nguyen, Daniel Wallis Organizations: Southern Military District, REUTERS, Moscow, Defense, CUMBERLAND, NATO, MELBOURNE, WHO, SYDNEY, Thomson, & & Locations: Rostov, Don, Russia, Russian, China, SARASOTA , FLORIDA, Belarus, Soviet, EU, Hungary, Turkey, JAPAN, Ukraine, Eastern Europe, Singapore, New York
☆ Newmont's bid for Australian gold miner Newcrest 'makes a lot of sense,' says asset management firm
  + stars: | 2023-02-07 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNewmont's bid for Australian gold miner Newcrest 'makes a lot of sense,' says asset management firmGeorge Boubouras of K2 Asset Management says the deal makes a lot of sense from Newmont's perspective, and it would alleviate Newcrest's "capex burden."
☆ 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."
☆ Stocks tumble as China's COVID protests roil sentiment
  + stars: | 2022-11-28 | by ( Scott Murdoch | Thomson Reuters | Scott Murdoch Has Been A Journalist For More Than Two Decades Working For Thomson Reuters | ) www.reuters.com   time to read: +4 min
China's CSI300 Index (.CSI300) was down 1.8% after opening down 2.2% while the yuan also retreated. Australia's benchmark stock index (.AXJO) closed 0.42% lower while its risk-sensitive currency was off more than 1%. Japan's Nikkei stock index (.N225) was down 0.6%. In Shanghai, demonstrators and police clashed on Sunday night as protests over the country's stringent COVID restrictions flared for a third day. The COVID rules and resulting protests are creating fears the economic hit for China will be greater than first expected.
☆ South Korea plans reforms to tackle 'Korea discount' for its stocks
  + stars: | 2022-09-20 | by ( Joori Roh | ) www.reuters.com   time to read: +3 min
A woman talking on the phone walks past an electronic board of the Korea Composite Stock Price Index (KOSPI) at the Korea Exchange (KRX) in Seoul, South Korea, January 20, 2016 REUTERS/Kim Hong-Ji/File PhotoSEOUL, Sept 20 (Reuters) - South Korea plans to announce financial reforms later this year, including its policy on shareholder returns, that could help reduce the "Korea discount" in stock markets, a senior government official told Reuters on Tuesday. The "Korea discount" refers to a tendency for South Korean companies to have lower valuations than global peers due to factors such as low dividend payouts, the dominance of opaque conglomerates known as chaebols and geopolitical risks involving North Korea. Register now for FREE unlimited access to Reuters.com RegisterSome of the policies the authority is looking into include dividend policy, registration requirements for foreign investors and corporate filings. "(South Korea's) current dividend policy does not meet the global standard and has been mentioned several times by foreign investors ... In South Korea, unlike other major economies, companies confirm dividend amounts weeks after the so-called ex-date - after which buyers of the stock do not receive the payout - creating uncertainty for investors.
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