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☆ Morgan Stanley reveals 6 of its top China stocks, including a chipmaker it expects to soar 80%
▼ + stars: | 2023-07-07 | by ( Weizhen Tan | ) www.cnbc.com time to read: +3 min

Morgan Stanley has named a slew of Chinese stocks it says are set to outperform, despite current market conditions. Baidu has the highest R & D mix compared to peers in tech innovation over the years," said Morgan Stanley. NetEase Morgan Stanley pointed to NetEase 's strong game pipeline, and expects margins to improve as a result of non-game segments cutting losses, among other factors. Star Power Semiconductor Morgan Stanley also named one semiconductor stock: China-listed Star Power Semiconductor. It gave Star Power a price target of 420 Chinese yuan ($57.8), or potential upside of around 80%.

Persons: Morgan Stanley, Alibaba Morgan Stanley, NetEase Morgan Stanley, Star Power Semiconductor Morgan Stanley, CNBC's Michael Bloom Organizations: Alpha, Baidu, Tencent, Entertainment, Music Entertainment, Hong, Star Power Semiconductor, Power Semiconductor, Power, China 5G, Semiconductor Locations: China, U.S, Hong Kong

☆ Stocks making the biggest moves in the premarket: Tesla, Apple, AstraZeneca and more
▼ + stars: | 2023-07-03 | by ( Samantha Subin | ) www.cnbc.com time to read: +2 min

Check out the companies making headlines in premarket trading. Tesla — Tesla shares popped nearly 7% after the electric vehicle company posted second-quarter delivery and production numbers that topped Wall Street's expectations. Electric vehicle stocks — Electric vehicle stocks rose broadly after Tesla posted strong-than-expected production and delivery numbers for the second quarter. Chinese internet stocks — Shares of China-based technology stocks gained before the bell, lifting the KraneShares CSO China Internet ETF . Energy stocks — Energy stocks gained in premarket trading, lifted by a rise in oil prices after top exporters cut supply for August.

Persons: Tesla, Xpeng, Rivian, Lucid, Janet Yellen, —, Jesse Pound Organizations: Apple, AstraZeneca —, AstraZeneca, United Airlines —, China, Energy, — Energy, Halliburton, ConocoPhillips, Devon Energy, Occidental Petroleum Locations: Nio, China, Beijing, Chevron

☆ Stocks making the biggest moves midday: Tesla, Rivian, XPeng and more
▼ + stars: | 2023-07-03 | by ( Sarah Min | ) www.cnbc.com time to read: +2 min

Electric vehicles — Electric vehicle makers such as Rivian Automotive surged following Tesla's better-than-expected second-quarter production and delivery numbers. The Chinese electric vehicle maker returned to growth for car deliveries. Tesla — Shares of the the Elon Musk-led electric vehicle company jumped 6% after delivery and production numbers beat analysts' expectations. Chinese internet stocks — China-based technology names rose on Monday. Solar stocks — Solar stocks SolarEdge Technologies and Enphase Energy rose more than 2% and 1%, respectively, on Monday.

Persons: Rivian, XPeng, Tesla, JD.com, Apple —, drugmaker, — CNBC's Michelle Fox, Yun Li Organizations: of Manhattan, Rivian Automotive, Lucid Group, Elon, CSI China, SolarEdge Technologies, Enphase Energy, Semiconductors —, Marvell Technology, Micron Technology, Apple, Apple — Apple, Financial, AstraZeneca —, Cambridge, AstraZeneca Locations: Meatpacking, New York City, U.S, China, England

☆ Markets are running 'too fast, too quickly' — buy these cheaper stocks instead, analyst says
▼ + stars: | 2023-06-22 | by ( Weizhen Tan | ) www.cnbc.com time to read: +3 min

U.S. stocks have been red-hot, with the S & P 500 hitting its highest level in over a year. But Steven Glass, managing director and analyst at Pella Funds Management, says U.S. markets have "run too fast, too quickly." The S & P 500 is up around 15% in the year to date, while the Nasdaq has soared about 31%. Glass said the S & P 500 earnings yield is at about 5.2% — a level similar to that of one-year Treasury bonds. That would translate to a 10 times price-to-earnings ratio for the S & P 500 — but the figure is now at 19.

Persons: Steven Glass, CNBC's, Glass, doesn't, Albemarle Organizations: Pella Funds, Nasdaq, Big Tech, CNBC, Stock, EV, China Clean Technology Locations: Pella, U.S, China

☆ Can't explain why investors are shying away from China stocks 'based on fundamentals': Brendan Ahern
▼ + stars: | 2023-06-20 | 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 EmailCan't explain why investors are shying away from China stocks 'based on fundamentals': Brendan AhernBrendan Ahern, KraneShares CIO, joins 'Fast Money' to talk U.S.-China relations, a leadership shakeup within Alibaba, and more.

Persons: Brendan Ahern Brendan Ahern Organizations: KraneShares Locations: China, Alibaba

☆ China's weak economic data should be a 'wake-up call' for more stimulus, KraneShares says
▼ + stars: | 2023-06-14 | 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 EmailChina's weak economic data should be a 'wake-up call' for more stimulus, KraneShares saysXiaolin Chen, head of international at KraneShares, discusses how Chinese policymakers should address the country's economic challenges.

Persons: Xiaolin Chen Organizations: KraneShares

Biogen — Shares of the biotech stock dipped 2.8% after Biogen revamped its board of directors. Oracle — Shares rose 0.2% to an all-time high on the back of a strong earnings report for the fiscal fourth quarter. Oil stocks — Oil shares rose broadly as WTI crude gained following Monday losses. Chinese internet stocks, metals and mining stocks — Shares of Chinese internet companies and metals and mining stocks jumped Tuesday after the People's Bank of China cut a key short-term policy rate in an effort to stimulate a post-Covid recovery. Metals and mining stocks were also boosted by the news, with shares of Freeport-McMoRan and Steel Dynamics rallying 5.3% and 6%, respectively.

Persons: Susan Langer, Biogen, Refinitiv, Goldman Sachs, Morgan Stanley, Transocean, JD.com, —, Samantha Subin, Sarah Min, Alexander Harring, Jesse Pound, С. Organizations: Biogen, Oracle, Revenue, Cruise Line Holdings, Bank of America, Royal, Urban Outfitters, Devon Energy, —, VanEck Oil Services, Halliburton, People's Bank of, CSI China, Metals, Steel Dynamics Locations: China, Gu'an, Royal Caribbean, Devon, Salt Lake City, People's Bank of China, Freeport, McMoRan

☆ Companies aren't going to just 'walk away from China', says KraneShares' Brendan Ahern
▼ + stars: | 2023-06-06 | 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 EmailCompanies aren't going to just 'walk away from China', says KraneShares' Brendan AhernBrendan Ahern, KraneShares CIO, joins 'Closing Bell Overtime' to discuss U.S.-China relations, companies risk exposure in China, and more.

Persons: KraneShares, Brendan Ahern Brendan Ahern Organizations: Companies, KraneShares, U.S Locations: China

☆ Elon Musk’s visit underscores China's importance to global EV market, analysts say
▼ + stars: | 2023-05-31 | by ( Lim Hui Jie | ) www.cnbc.com time to read: +3 min

Xiaolu Chu | Getty Images News | Getty ImagesFrom handshakes with Chinese officials to visits to China's top ministries, Elon Musk's visit to Beijing is putting the spotlight on China's place in the global electric vehicle market. The Tesla CEO's visit to China is a "very important one" for him, said Anthony Sassine, senior investment strategist at investment manager Kraneshares. Price warsTesla slashed prices for its EV sales in China last October and January, but subsequently raised prices again in May. "It signals how important the China market is to defend and how important it is to your global system, you need the scale of China working for you," he said on CNBC's "Squawk Box Asia." He noted that China the most competitive market for EVs, with Tesla competing with multiple local companies for supremacy.

Persons: Xiaolu Chu, Elon Musk's, Tesla, Anthony Sassine, Sassine, CNBC's, Musk, Jamie Dimon, Bill Russo, Russo Organizations: Getty, Kraneshares, Communist Party, Musk, JPMorgan, U.S, EVs Locations: Shanghai, China, Beijing, U.S

☆ Elon Musk's visit to China shows how important the market is for Tesla, strategist says
▼ + stars: | 2023-05-31 | 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 EmailElon Musk's visit to China shows how important the market is for Tesla, strategist saysAnthony Sassine of KraneShares says Tesla CEO Elon Musk wanted to "set the story straight" and make sure it's "on the same page" as the Chinese Communist Party.

Persons: Tesla, Anthony Sassine, KraneShares, Elon Musk Organizations: Elon, Chinese Communist Party Locations: China

☆ Consumers are starting to fire up China's pandemic-battered economy, two ETF experts find
▼ + stars: | 2023-05-27 | by ( Sean Conlon | ) www.cnbc.com time to read: +2 min

The National Bureau of Statistics of China reports retail sales have been increasing since last November. "We're seeing the incremental rebound from the Chinese consumer," the firm's chief investment officer told " ETF Edge " this week. China's pandemic-battered economy is starting to see consumers open their wallets wider, according to KraneShares' Brendan Ahern. "Domestic travel [is] rebounding … but we've yet to see that from the international sector," the ETF provider's CEO said. Rhind told CNBC in a special interview later in the week that international travel from China could start to rebound this summer following a sluggish start.

☆ China's reopening sees an incremental rebound in consumer spending, says Kraneshares' Brendan Ahern
▼ + stars: | 2023-05-22 | 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 EmailChina's reopening sees an incremental rebound in consumer spending, says Kraneshares' Brendan AhernCNBC's Seema Mody joins Kraneshares' Brendan Ahern and Granite Shares' Will Rhind for a 'Halftime Report' ETF Edge to discuss China's Q2 earnings numbers, investor perspectives on China's reopening, and Chinese ETFs.

☆ KraneShares: Chinese equities will benefit from China's domestic consumption recovery
▼ + stars: | 2023-05-18 | 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 EmailKraneShares: Chinese equities will benefit from China's domestic consumption recoveryBrendan Ahern, KraneShares CIO, discusses how to invest in China.

☆ Morgan Stanley's Slimmon says it's dangerous to be too defensive, names top 'offensive' stock picks
▼ + stars: | 2023-05-04 | by ( Weizhen Tan | ) www.cnbc.com time to read: +2 min

"I do not see much upside in the market near-term," Slimmon, senior portfolio manager at the firm, said in notes sent to CNBC on Tuesday. Stocks to buy Slimmon said it's time to buy some "offensive" stocks. Offensive stocks are those that tend to do well when the market goes up, while defensive sectors are the sectors that outperform when the market goes down. "So I think it's very dangerous to own just very defensive stocks … I think you want some offensive in your portfolio," Slimmon told CNBC's " Squawk Box Asia " on Tuesday. Near-term opportunity Slimmon said there's one area he sees as a near-term opportunity: China.

☆ Stocks making the biggest moves midday: MongoDB, American Airlines and more
▼ + stars: | 2023-04-12 | by ( Jesse Pound | ) www.cnbc.com time to read: +3 min

Employees of American Airlines help check in passengers at Ronald Reagan Washington National Airport on January 11, 2023 in Arlington, Virginia. Here's a look at some of the stocks making the biggest moves on Wednesday. MongoDB — Shares jumped 9.4% after Morgan Stanley upgraded MongoDB to overweight from equal weight, citing the software company's leadership in cloud optimization initiatives. American Airlines , Delta Air Lines , United Airlines — Shares of the major airline companies were under pressure on Wednesday after American Airlines updated its first-quarter guidance. Shares of American fell more than 9%, while United dropped about 2% and Delta shed nearly 6%.

☆ ETF outlook: Why Wall Street strategists aren't chasing a growth stock trade just yet
▼ + stars: | 2023-04-01 | by ( Jesse Pound | ) www.cnbc.com time to read: +6 min

The rally in growth and tech stocks in the first quarter caught much of Wall Street off-guard, but many ETF strategists are sticking to their call and not chasing the hot sectors quite yet. The big winners in the stock market during the first quarter were found among growth stocks. QQQ YTD mountain Growth stocks rebounded in the first quarter. One area that is popular among value investors is income funds, which can help investors offset market declines by generating cash. To be sure, the iShares strategy team has an improving view of growth stocks, at least in high quality names.

☆ Alibaba's revamp puts renewed focus on Ant Group's suspended IPO
▼ + stars: | 2023-03-29 | by ( Jihye Lee | ) www.cnbc.com time to read: +1 min

"I truly believe [Alibaba is] aiming for a bigger target," said Kingston Securities Executive Director Dickie Wong. "In terms of the bigger picture, obviously would be Ant Group [being] re-introduced into the equity market," he told CNBC's "Street Signs Asia" on Wednesday. HANGZHOU, CHINA - OCTOBER 27: A logo of Ant Group is seen at the company's headquarters on October 27, 2020 in Hangzhou, Zhejiang Province of China. To be clear, there was no mention of Ant in Alibaba's announcement for its overhaul overnight. KraneShares' CIO Brendan Ahern said investors it's likely investors will be focusing Ant's IPO.

☆ KraneShares on Alibaba company restructuring and Chinese government
▼ + stars: | 2023-03-29 | 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 EmailAlibaba restructuring has more to do with the company than the Chinese government, KraneShares saysBrendan Ahern of KraneShares says the Chinese government is sometimes portrayed as a "James Bond-like figure" and "the truth is usually somewhere in the middle."

☆ China's economy will have a positive 2023, says KraneShare's Brendan Ahern
▼ + stars: | 2023-03-06 | 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 EmailChina's economy will have a positive 2023, says KraneShare's Brendan AhernBrendan Ahern, KraneShares chief investment officer, joins 'The Exchange' to discuss the Chinese economy and investment opportunities there.

☆ 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.

☆ U.S.-listed China shares feel the heat as report fans Sino-U.S. tensions
▼ + stars: | 2023-02-24 | by ( ) www.reuters.com time to read: +2 min

Feb 24 (Reuters) - Shares of Chinese companies listed in the United States fell in early trading on Friday as reports that Washington was looking to expand the number of troops helping train Taiwanese forces added to rising Sino-U.S. tensions. The iShares China Large-Cap ETF slipped 2.9%, while KraneShares CSI China Internet ETF shed 2.8%. China's blue-chip CSI300 Index (.CSI300) closed 1% lower during Asia hours, while shares of aerospace defense companies jumped. Relations between the world's two largest economies worsened this month over the shooting down of the Chinese spy balloon, weighing on China ADRs after a sharp rally starting late last year. A multitude of factors weighed on China ADRs last year including a risk of delisting from U.S. exchanges over an audit dispute, trade friction and geopolitical worries.

☆ China looks really strong across 2023, says KraneShares' Ahern
▼ + stars: | 2023-02-17 | 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 EmailChina looks really strong across 2023, says KraneShares' AhernBrendan Ahern, CIO of KraneShares, joins Morgan Brennan and the ‘CNBC Special: Taking Stock’ to discuss whether Chinese stocks are worth consideration by American investors.

☆ Getting involved in China may be difficult for some people, says KraneShares' Brendan Ahern
▼ + stars: | 2023-02-15 | 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 EmailGetting involved in China may be difficult for some people, says KraneShares' Brendan AhernBrendan Ahern, KraneShares CIO, joins 'The Exchange' to discuss investing in China and billionaire investor Ray Dalio's comments that China is winning the trade war if you just take the percentage of world trade.

☆ Green energy metals are a growth area for ETFs, but the industry is split on how to invest in them
▼ + stars: | 2023-02-08 | by ( Jesse Pound | ) www.cnbc.com time to read: +3 min

Subsidies from the U.S. government and investments from companies including General Motors in battery technology should benefit the mining companies, according to John Ciampaglia, CEO of Sprott Asset Management. "We talk to people all around the world, and there's a very consistent and global theme that's building around energy transition. Sprott's funds, including the Sprott Energy Transition Materials ETF (SETM) , are focused on mining stocks. Other funds on the market take a broader approach by bundling together mining stocks and battery manufacturers or technology companies, including Global X's Lithium and Battery Tech ETF (LIT) . The Amplify Lithium and Battery Technology ETF (BATT) goes even farther, incorporating electric vehicle stocks such as Tesla in its portfolio.

☆ Tesla just ignited a price war in electric vehicles. Investors should see it as an opportunity
▼ + stars: | 2023-02-06 | by ( Carmen Reinicke | ) www.cnbc.com time to read: +11 min

The event may have created a compelling entry point for investors who have been on the sidelines of the long-term shift to electric vehicles. Electric vehicles are becoming much more popular in the U.S. but still make up a small portion of automobiles on the roads. Cutting prices certainly caught the eye of consumers and boosted interest in Tesla vehicles, according to data from Edmunds. And, there are still issues with electric vehicles that make them impractical for large groups of consumers, said Mike Ward, an analyst at The Benchmark Company. There’s also a huge potential in firms that make batteries, key parts of electric vehicles that are also seeing surging share prices.

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