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Top related persons:
Rupal Agarwal - 4 Bernstein - 4 — CNBC's Michael Bloom - 2 India's - 1 Chris Ma - 1 Berstein's Rupal Agarwal - 1 David Aserkoff - 1 Aserkoff - 1
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CSI - 2 Citi - 2 CNBC - 2 U.S - 2 Beijing - 1 Central - 1 JPMorgan - 1 Tal Education - 1

Search resuls for: "Rupal Agarwal"


7 mentions found


☆ CNBC's Inside India newsletter: Is China's stock market rally behind Indian equity losses?
  + stars: | 2024-10-10 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +4 min
China's CSI 300 index has gained about 25% since the stimulus measures were announced. That would depend on whether the measures announced will likely target China's stock market or the real economy. Even if China's economy improves and its stock market soars, experts suggest it's unlikely to hurt the Indian equity market's growth outlook over the long term. For now, a strong and rapidly growing economy, as well as a "resilient" domestic investor base, continue to be significant drivers of Indian stock markets, according to Wall Street's observers. "The Indian market has numerous positive domestic drivers which underpin our overweight recommendation," Morgan Stanley's Jonathan Garner said in a note to clients this week.
Persons: India's, Chris Ma, Berstein's Rupal Agarwal, David Aserkoff, Aserkoff, Morgan Stanley's, Wall, Morgan, Jonathan Garner, Michael Bloom Organizations: CSI, Beijing, Citi, Central Locations: China, India, Asia, Eastern Europe, Africa
☆ Stocks to play the China trade until the latest stimulus package kicks in
  + stars: | 2024-09-29 | by ( Evelyn Cheng | ) www.cnbc.com   time to read: +6 min
Until the government's measures pan out, investment strategists are recommending a handful of oversold stocks in China. U.S. hedge fund billionaire David Tepper said Thursday on CNBC's " Squawk Box " that he bought more Chinese stocks after the change in China policy. That hedge fund allocation rose to 7.3% on Tuesday, which saw the largest single day purchases by hedge funds since March 2021, Rubner said. Retail investors account for the majority of trading activity in mainland Chinese stocks, also known as A shares. Mainland Chinese stock exchanges are scheduled to close from Oct. 1 to Oct. 7 for a holiday, which this year commemorates the 75th anniversary of the People's Republic of China.
Persons: Wendy Liu, Rupal Agarwal, Bernstein, David Tepper, Donald Trump, Tepper, Pan Gongsheng, Xi Jinping, Scott Rubner, Goldman Sachs, Rubner, Goldman, China hasn't, Li Dongfang, Li, financials, — CNBC's Michael Bloom Organizations: CSI, JPMorgan, Tal Education, Huawei, People's Bank of China, CNBC, HK Locations: Shanghai, Shenzhen, China, Tsingtao, U.S, Zhejiang, Asia, Hong Kong, Beijing, Mainland, People's Republic of China
☆ These 4 Japanese stocks are trading at a 'deep discount': Bernstein
  + stars: | 2024-08-14 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com   time to read: +2 min
Japan's stock market has rebounded from last week's sell-off and investment firm Bernstein sees promise looking ahead, recommending a specific trading strategy and naming overweight-rated stocks. Both indexes have since recouped some losses, with the Topix and Nikkei ending 2.83% and 3.45% higher respectively on Tuesday. Below are four stocks from the investment bank's defensive screen, listed on the Tokyo Stock Exchange. Stocks trading at a 'deep discount' Among the names on the bank's screen is video games company Nintendo . According to FactSet, analysts on average give Capcom over 19% upside, Keyence almost 24% upside and Bandai Namco 22.5% upside potential.
Persons: Bernstein, Rupal Agarwal, — CNBC's Michael Bloom, Charmaine Jacob, Arjun Kharpal Organizations: Nikkei, BOJ, Bank of, Tokyo Stock Exchange, U.S, Stocks, Nintendo, Capcom, Keyence Corp, Bandai Namco Holdings, Bandai Namco Locations: Bank of Japan, Japan
☆ Stocks to bet on China’s economic future after the real estate pain ends
  + stars: | 2023-10-08 | by ( Evelyn Cheng | ) www.cnbc.com   time to read: +4 min
For example, China's urbanization rate in 2022 was 64%, the same as Japan's back in the 1960s, she said, noting Japan's urbanization rate in the 1990s was a much higher 77%. China is also leading in innovation based on research and development spending as a percentage of sales, the report said. Easier said than done, especially since that debt and urban development are linked to a struggling real estate sector that's accounted for about a quarter of China's economy. After a summer of mounting worries about China's growth prospects, KKR's head of global macro, Henry McVey, made yet another trip to the region . He pointed to China's push to reduce carbon emissions and increase the integration of tech in the economy — such as through automation.
Persons: Yao Yang, Yao, Bernstein, Rupal Agarwal, Bernstein's Agarwal, BYD — Bernstein, Meituan, Henry McVey, CNBC's Michael Bloom Organizations: Tokyo, CNBC, National School of Development, Peking University, KKR, Citi Locations: China, Japan, Asia, Hong Kong
☆ Bernstein picks recession-beating global stocks for ‘value, growth and quality’
  + stars: | 2023-08-03 | by ( Lucy Handley | ) www.cnbc.com   time to read: +2 min
Investment bank Bernstein picked a raft of Chinese and Indian stocks in sectors including tech, pharma and IT, naming them on a list of "opportunities for value, growth and quality." "We believe that it is time to increase risk exposure in China by adding more high volatility stocks," the analysts wrote. "GPT can accelerate development of its business and give the company the tailwinds to reshape its strategy," the analysts wrote. Indian stock picks Indian drug company Sun Pharma is also on Bernstein's list of outperform-rated stocks. In India … they have outperformed the market," the analysts wrote, and they also praised Sun's specialty drug portfolio in the U.S.
Persons: Bernstein, Rupal Agarwal, India … Organizations: pharma, " Pharma, Wuxi, Baidu, Sun Pharma, U.S, Infosys, Reliance Industries, New Locations: Asia, China, Wuxi, India, Bangalore, New Commerce
☆ Jumping on the China bandwagon? Analyst reveals whether A-shares or H-shares are a better bet
  + stars: | 2023-03-03 | by ( Zavier Ong | ) www.cnbc.com   time to read: +2 min
But the euphoria around the reopening has since tapered off, with several key benchmarks in Hong Kong and mainland China paring some of their gains since the beginning of the year. The pullback could be a good opportunity for investors to buy Chinese stocks at more palatable prices, according to Bernstein analyst Rupal Agarwal. A-shares are shares of publicly listed Chinese companies that trade on Chinese stock exchanges. The trading of H-shares is done on the Hong Kong Stock Exchange in Hong Kong dollars. Given China's strict capital controls, A-shares are generally available for trading only to mainland Chinese citizens, while H-shares are more freely tradeable.
☆ Can Chinese stocks rally further? One investment bank thinks so — and names its top stock picks
  + stars: | 2023-01-31 | by ( Zavier Ong | ) www.cnbc.com   time to read: +3 min
The recovery in Chinese stocks gained steam on Monday, as China's benchmark index came within striking distance of a bull market. Chinese stocks have been buoyed by Beijing's easing of Covid-19 restrictions and a waning regulatory crackdown. "We started the year with an overweight call on China, and while that is a consensus view, there are now concerns on China rally being too sharp/too quick. The extreme inflows in the past 3 months, indeed, pose a threat to the continuity of market rally for next 3 months," Bernstein analyst Rupal Agarwal wrote in a note on Jan. 27. Bernstein's screen for undervalued stocks that have underperformed the market rally tuned up a raft of names.
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