Forbes’ Kenneth Fisher says he’s found a good timing mechanism for investing in Chinese stocks, and says it is showing that the “stars are in alignment” for Chinese equities in 2012. The timing approach is based on the idea that politics drives the economy and market in China, Fisher says. “China’s powerful Communist Party leadership [...]
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Tag Archives: China
Grantham’s Firm Sees “Mother of All Bubbles” in China
February 17, 2012
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Jeremy Grantham’s firm is taking a very bearish stance on China, believing the country is in a huge infrastructure and real estate bubble. “China is experiencing the mother of all bubbles,” Peter Chiappinelli, portfolio strategist at Grantham’s GMO, says, according to InvestmentNews.com. “We don’t know when it’s going to pop or what’s going to cause [...]
Read moreMobius Sees Soft Landing For China, Increasing Role For Renminbi
January 26, 2012
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Emerging markets guru Mark Mobius says he sees a soft landing for China, and thinks it is “very possible” that the country’s renminbi will become one of the world’s reserve currencies by 2020. “The high-growth economies of China and other emerging Asian and Latin American countries lost some momentum as 2011 wore on, but to [...]
Read moreWhat Bolton Likes In China
December 12, 2011
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Top U.K. fund manager Anthony Bolton thinks that China’s economy is better than many realize, and is particularly high on the country’s consumption and services sectors. “We have been through an extraordinarily volatile year but I believe that when the dust settles and things calm down, investors will focus on relative growth rates they can [...]
Read moreHedge Fund Chief: Asia Offers Big Opportunities for Value Investors
October 24, 2011
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Michael van Biema, whose value-focused firm’s funds garnered several InvestHedge awards in 2010, says the Asian markets are offering particularly good opportunities for value investors. “They’re getting really, really cheap again, which of course, we like,” van Biema tells Forbes.com in reference to Asian stocks. “And you get a huge tail wind of growth. The [...]
Read moreOberweis: China Fears Way Overblown
October 6, 2011
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Newsletter guru Jim Oberweis says that investors have wildly overreacted to fears about China’s slowing growth. “International funds have relentlessly poured out of China as fears of slowing growth surfaced and margin calls increased the need to pull capital out of the country,” Oberweis tells Investor’s Business Daily. “China’s economy is slowing, but not to [...]
Read moreValuations Have Bolton Bullish
September 22, 2011
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Fidelity’s Anthony Bolton says he’s optimistic about global equities, and valuations are a big reason. “I am still a bull of world equity markets,” Bolton, who produced an exceptional track record in the U.K. and now oversees a China-focused fund, said at an Investment Week conference. “I think in this business you have got to [...]
Read moreBolton Remains Confident in China
June 24, 2011
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While his China-focused fund has struggled in its first year, top U.K. fund manager Anthony Bolton says he’s sticking to his general approach — with some modifications — and continues to think Chinese stocks are packed with potential. “I am pretty confident in the general approach,” Bolton tells The Telegraph. “I said before the fund [...]
Read moreMobius Looks to Consumer, Commodity Stocks
June 7, 2011
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Templeton Asset Management’s Mark Mobius says he’s high on consumer and commodity stocks because they can survive another financial crisis — which he says is inevitable because the causes of the 2008 crisis haven’t been addressed. “The problem in talking about another crisis is that no one knows when it will happen,” he says. “It [...]
Read moreBiggs Bullish, Despite Slowing Economy
May 25, 2011
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Hedge fund guru Barton Biggs says the economy has slowed, but he remains bullish on U.S. stocks. “The U.S. and the global economy have clearly slowed pretty significantly,” Biggs tells Bloomberg Surveillance. “That’s arousing the bears, who believe we’re going to slip back into a long soft patch at best or maybe even a double-dip [...]
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