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☆ China vs. India? Where one Asia investment manager is buying in a world of uncertainty
▼ + stars: | 2024-01-21 | by ( Evelyn Cheng | ) www.cnbc.com time to read: +3 min

India stocks have run up so high that China looks relatively attractive, said Abrdn's Xin-Yao Ng, Singapore-based investment manager of Asian equities. Until the Chinese economy rebounds, his strategy is to pick stocks. Chinese stocks have dropped over the last several months, with the Shanghai Composite trading near lows not seen since the early months of the pandemic in 2020. All this follows a year in which mounting concerns about China's economy and lack of stimulus have kept investors on the sidelines. But for China's economy overall, a slew of concerns from geopolitics to an aging population remain.

Persons: Abrdn's Xin, Yao Ng, Abrdn's Ng, Ng, Li Qiang, he's, Abrdn, We've Organizations: Shanghai, Equity Fund, Eye, Nike Locations: India, China, Singapore, Davos, Mindray

☆ West’s latest China corporate risk: medical graft
▼ + stars: | 2023-10-23 | by ( Karen Kwok | ) www.reuters.com time to read: +4 min

An employee wearing a face mask is seen at a workshop of computed tomography (CT) scanners of medical device firm Siemens Healthineers in Shanghai, China, February 24, 2020. REUTERS/Aly Song Acquire Licensing RightsLONDON, Oct 23 (Reuters Breakingviews) - China corporate risk has spread to Western medical device companies. According to BMI analysts, about two-thirds of Chinese medical devices used by local hospitals and clinics are imported from Western groups. That implies a direct hit to the order and revenue growth for medical device firms. Domestic brands, which have historically lagged in the advanced end of the medical device market, took the whole of last decade just to hike their share from around 20% to 30%, Deloitte says.

Persons: Aly, Philips, George Hay, Oliver Taslic Organizations: Siemens, REUTERS, Reuters, Volkswagen, Philips, GE Healthcare, BMI, National Health Commission, Siemens Healthineers, Reuters Graphics Reuters, Deloitte, GE, Healthineers, Thomson Locations: Shanghai, China, People’s Republic, Beijing, United States

☆ What China slowdown? Three Chinese companies making big money globally
▼ + stars: | 2023-09-10 | by ( Evelyn Cheng | ) www.cnbc.com time to read: +4 min

More Chinese companies are becoming global players. In all, BYD, state-owned SAIC and other Chinese companies gained 9% of the global electric car market in the second quarter, up from 5% in the second quarter, Counterpoint Research said. That's on top of the companies' share in the domestic Chinese market — the largest globally for autos. For the full year, XCMG has an export sales growth target of 50% growth, UBS stock analyst Phyllis Wang and a team said in a Sept. 4 note. Chinese companies have been trying to "go global" for years, with tacit encouragement from Beijing.

Persons: Lei Meng, That's, Xiao Feng, BYD, UBS's Meng, XCMG, Phyllis Wang, Mingyang, JPMorgan's Helen Zhu, — CNBC's Michael Bloom Organizations: Car, UBS Securities, China Equity, SAIC, Research, Hong, Toyota, General Motors, Britannica ., Xuzhou Construction Machinery, Central, UBS, Beijing ., JPMorgan Locations: Hong Kong, Britannica, China, Shenzhen, Xuzhou, West Asia, North Africa, Central America, Europe, Central Asia, North America, Beijing, Beijing . State, Shanghai

☆ China’s Catch-22 situation for the economy – and how to invest around it
▼ + stars: | 2023-07-02 | by ( Evelyn Cheng | ) www.cnbc.com time to read: +4 min

A look through China's economy today reveals a few dilemmas, especially for investors trying to gauge future growth. The nature of China's economic recovery over the last few months from Covid have unique characteristics that aren't easily captured in broad strokes, Goldman Sachs' Andrew Tilton and a team pointed out back in late May. That means the stock winners of China's recovery are likely hidden under broader market performance. One month since Goldman's assessment, China's economic trajectory remains the same. "If weak confidence becomes so entrenched, it could be self-fulling and derail the economic recovery."

Persons: outflows, Michael Pettis, Chang Li, There's, — it's, Goldman Sachs, Andrew Tilton, Covid, — CNBC's Michael Bloom Organizations: Peking University, CNBC, Citi, AIA, Hong Locations: U.S, China, Hong Kong, Shenzhen

☆ MoldovaCurata: Исполком Гагаузии купил на деньги ЕС медоборудование по завышенной цене
▼ + stars: | 2021-03-30 | by ( ) newsmaker.md time to read: +1 min

Исполнительный комитет Гагаузии прошлым летом купил на деньги ЕС два аппарата УЗИ по завышенной цене. xКак сообщает источник, за два аппарата УЗИ исполком Гагаузии заплатил 756 тыс. В Молдове есть только один дистрибьютор оборудования Mindray — компания Dutchmed-M. Ее представители сообщили, что Ikar-Global купил у них два аппарата УЗИ по 300 тыс. Он подтвердил, что купил аппараты УЗИ у официального дистрибьютора в Молдове: «Это был единичный случай, когда нам пришлось иметь дело с такой техникой». В ответ на официальный запрос исполком Гагаузии представил некоторые данные тендера, но, по каким критериям отобрали победителя и кто участвовал в тендере, кроме Ikar-Global, не сообщили.

Persons: —, moldovacurata.md, Юрий Каре, Марианна Пырэу Organizations: Исполнительный комитет Locations: Гагаузия, ЕС, Молдова, Китай, Евросоюз

☆ Расследование: Исполком Гагаузии закупил на деньги ЕС медицинское оборудование по завышенной цене у про-российского активиста
▼ + stars: | 2021-03-30 | by ( ) nokta.md time to read: +4 min

Компания, с которой исполком совершил сделку, была создана за 2 недели до заключения контракта и собрала в общей сложности 756 000 леев. Если бы он забрал устройства напрямую у официального дистрибьютора в Молдове, то исполнительный заплатил бы всего 600 000 леев. Таким образом, Исполком обогатил посредническую компанию, которая, судя по всему, была создана специально для этого приобретения, на 156 000 леев. В «критериях оценки» конкретно указывалось, какие параметры должны иметь устройства УЗИ и от какого производителя — Mindray (Китай). На вопрос moldovacurata.md ее представители сообщили, что «Икар-Глобал» закупил здесь устройства УЗИ по 300 000 леев за штуку, всего 600 000 леев.

Persons: —, Mindray, Юрий Кара, Башканат, Мариана Пырэу, Виктор Петров, Петров Organizations: USG, Facebook, Исполнительный комитет, НАШ, Исполком, Управление здравоохранения, АТО, ИкарГлобал, Агентство государственных закупок, СП, Народный антикризисный штаб» (НАШ), НСГ, Народное Собрание Locations: —, Гагаузия, Молдова, ЕС, Комрат, Китай, Республика Молдова, Запад

☆ Cum au ajuns banii europeni donați Găgăuziei pentru echipament medical, la un activist pro-rus de la Comrat
▼ + stars: | 2021-03-30 | by ( ) www.jurnal.md time to read: +6 min

Sursa foto: jurnal.mdCum au ajuns banii europeni donați Găgăuziei pentru echipament medical, la un activist pro-rus de la ComratComitetul Executiv de la Comrat a cumpărat, vara trecută, cu bani europeni, două aparate USG cu o sumă mult mai mare decât costul aparatelor la distribuitor. Firma cu care Bașkanatul a făcut tranzacția a fost creată cu 2 săptămâni înainte de încheierea contractului și a încasat în total 756 000 de lei. Delegația UE la Chișinău ne-a informat că achiziția a fost lăsată în totalitate în seama Executivului de la Comrat. Acesta a fost un caz singular, când am avut de a face cu un astfel de echipament”. Executivul găgăuz refuză să explice cum a ales furnizorul și de ce a admis supraplataApare întrebarea: de ce Bașkanatul nu a cumpărat echipamentul direct de la distribuitorul oficial?

Persons: Bașkanatul, Irina, SLPA, ., Cara, găgăuz, Găgăuziei, Victor Petrov, Petrov, Iurie Cara Organizations: Uniunii Europene, Finanțelor, Facebook, Organizația, Adunarea Populară, Găgăuziei, Народный антикризисный штаб (НАШ), НАШ Locations: pro, rus, Comrat, Moldova, Găgăuzia, Ceadâr, Lunga, Chișinău, Iurii, China, Republica Moldova, Republicii Moldova

☆ Profituri de miliarde din afacerile cu vaccin
▼ + stars: | 2021-03-24 | by ( ) capital.market.md time to read: +9 min

Analiştii SVB Leerink estimează vânzări de 1,9 miliarde de dolari în acest an şi 3 miliarde de dolari în 2022. Acestea ar urma să fie mult mai mari dacă AstraZeneca va livra ambiţioasa sa ţintă de 3 miliarde de doze. La 4 martie, R. Moldova a recepţionat 14 400 doze de vaccin AstraZeneca livrate gratuit în cadrul mecanismului COVAX. Ministerul mai informează că, prin intermediul platformei COVAX, R. Moldova va primi 24 570 doze de vaccin Pfizer şi 264 000 doze de vaccin AstraZeneca. Anterior 21 600 doze de vaccin AstraZeneca au fost livrate, ca ajutor umanitar, din România, din cele 200 000 doze de vaccin promise.

Persons: Agenţia, Pfizer, Alan Carr, Johnson, Analiştii, Preţul, Aureliu Ciocoi, Janssen, Tatiana Zatîc, Vlad Organizations: euro, SUA, Pandemia, Medical Electronics, Guardian, Reuters, Uniunea Europeană, UE, Moderna, Uniunii Europene, Financial Times, Naţionale, Comitetului, OMS, Sk Bio, Center, Sputnik Locations: UE, FMI, SUA, Germania, China, preţul, Indonezia, Ungaria, Slovacia, Iran, Algeria, Mexic, Rusiei, Rusia, Republica Moldova, Moldova, România, şedinţă, UK, Sinopharm, Sinovac, Moderna

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