China

Is China’s recent rally sustainable or do seasonals point to a pullback?

Some analysts are pointing to the fact that , despite the ‘bear market’ rally the fundamental outlook has not really changed and economic uncertainty remains with lower earnings set to remain for now. However, other analysts point to very high stock valuations in the US and Japan as a potential driver for a renewed interest in China and likely to encourage a further rotation of funds.

Is there room for some AUDCAD upside?

The recent run of bad news from China looks like it may have run its course with analysts' hopes rising that the worst may be behind China. Hopes for a more positive Q4 are starting to build with strong levels of fiscal support and the latest PMI prints out of China show moves into expansionary prints above 50.

Bank of China bounce?

The Bank of China is a Chinese majority state-owned commercial bank with its headquarters in Beijing.  It was established in 1912 with the aim of serving China with Chinese currency. Now the Bank of China has grown to be the fourth…

All in for Alibaba?

Some investors have been cautious over investing in China’s tech stocks. However, recent comments from the party secretary of the People’s Bank of China that the tech sector’s heavy clampdown is coming to an end has given investors some confidence…