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Top related persons:
Minyue Liu - 1 Liu - 1 John Lau - 1 Lau - 1 Alec Jin - 1 Jin - 1 Caroline Yu Maurer - 1 Maurer - 1
Top related locs:
Asia China Shanghai U.S
Top related orgs:
BNP - 1 Management - 1 Asia Pacific - 1 SEI - 1 Reuters Graphics - 1 Stock Connect - 1 HSBC Asset Management - 1 Thomson - 1

Search resuls for: "Minyue Liu"


3 mentions found


☆ Chinese firms set for best earnings growth in seven years in 2024
  + stars: | 2023-11-28 | by ( Patturaja Murugaboopathy Gaurav Dogra | Patturaja Murugaboopathy | Gaurav Dogra | ) www.reuters.com   time to read: +3 min
"These measures could boost (earnings) growth and help asset prices recover in 2024," Liu said. As per the forecasts, the consumer staples and software sectors are set to post earnings growth of 40% and 30%, respectively. The consumer discretionary and industrial sectors are each expected to see roughly 20% growth, while the real estate sector may grow 18%. Such stable or growth-centric government policies would also boost investor confidence in the e-commerce and consumer sectors, Lau added. Maurer, however, points to how cheap Chinese stocks are and that the risks might already be priced in.
Persons: Minyue Liu, Liu, John Lau, Lau, Alec Jin, Jin, Caroline Yu Maurer, Maurer, Patturaja Murugaboopathy, Vidya Ranganathan Organizations: BNP, Management, Asia Pacific, SEI, Reuters, Reuters Graphics, Stock Connect, HSBC Asset Management, Thomson Locations: Asia, China, Shanghai, U.S
☆ Is Asia's bull market over? Strategists say there's room for stocks to rally further
  + stars: | 2023-02-22 | by ( Jihye Lee | ) www.cnbc.com   time to read: +4 min
The region's rally – supported by China's reopening – seems to have hit a wall, but economists say MSCI's broadest index of Asia-Pacific shares outside Japan has further room to run. I still expect the Asian stock markets will outperform their U.S. peers after a short-term correction on China's reopening in 2023. "Modest valuations, light investor positioning and good fundamentals are buffers that should help Asian stocks withstand near-term volatility," BNP's Liu said. She added that domestic demand in the region will be the "driver of economic growth," and she expects trade volumes to recover with China's market reopening. "I still expect the Asian stock markets will outperform their U.S. peers after a short-term correction on China's reopening in 2023," she said.
☆ Asian companies see earnings upgrades by analysts over the past month
  + stars: | 2023-01-10 | by ( ) www.reuters.com   time to read: +2 min
Jan 10 (Reuters) - Analysts raised 2023 earnings estimates for Asian companies over the past month, contrasting with the raft of earnings downgrades in the last year, as China's reopening and slowing inflationary pressures boost optimism. MSCI Asia-Pacific's (.MIAP00000PUS) 2023 earnings estimates were raised by 2.5% over the past month, with China's earnings raised by 3.1%, followed by Japan's 2.3%. By sector, analysts lifted consumer discretionary and industrials earnings by over 2% in the past month, while financials and tech companies were increased by 1.2% each. Last year, analysts cut their forward 12-month earnings by 7% as the region's revenues shrank due to China's stricter COVID-restrictions and as higher product prices affected companies' profit margins. Breakdown by sector for estimates changes"In general, valuations of Asian equities look attractive compared with those of developed markets.
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