Topics

Posted 9/10/2023, 6:30:09 PM

Chinese Tech Giants Defy Crackdown, China Value Investing Gains Steam as Firms Expand Globally

China's internet giants like Tencent and Alibaba are beating market expectations despite regulatory crackdowns. Analysts are optimistic on their growth prospects.
Fidelity's China Opportunities Fund is outperforming most peers. The fund manager focuses on domestic consumption plays.
Value investing is gaining popularity in China. Some China value funds are delivering strong returns.
Three Chinese companies - Tencent, Alibaba and JD.com - are expanding globally and delivering profits despite China's economic slowdown.
Planning for financial success was a key theme at CNBC's recent wealth festival. CNBC Pro Talks featured advice on planning your financial future.

cnbc.com

Relevant topic timeline:

8/26/2023

China’s Market Rescue Is Failing as Xi Holds Back on Stimulus

China's regulators are struggling to attract global funds to invest in the country's stocks due to a lack of strong stimulus measures to support growth, resulting in a slump in the MSCI China Index and significant outflows from the mainland market.

8/29/2023

US companies are finding China increasingly 'uninvestible', commerce secretary Gina Raimondo says

US companies are becoming increasingly hesitant to invest in China due to concerns over new anti-spying laws, competition from state-funded firms, and the country's economic challenges such as deflation and a property crisis.

9/5/2023

Exclusive: China to launch new $40 bln state fund to boost chip industry, sources say

China is launching a new state-backed investment fund worth $40 billion to boost its semiconductor sector and catch up with the US and other rivals, with a focus on chip manufacturing equipment.

9/6/2023

China retains its appeal for foreign firms

China's appeal to multinational corporations remains strong due to its robust domestic market and commitment to opening up its economy, leading to a shift in the quality of foreign investment inflow into the country, particularly in sectors such as trade in services and high-end manufacturing.

9/10/2023

Chinese Stocks Poised to Rebound After Hitting Bottom, CLSA Says

Chinese stocks have passed the worst of the selling pressure and are still attractive to investors due to their cheap valuation and potential for growth, according to CLSA. However, Beijing needs to address concerns and risks in the economy. The MSCI China Index has fallen this year, but a pause in the Federal Reserve's tightening policy is expected to reverse market pessimism.

9/11/2023

China Property Woes and Hawkish Central Banks Weigh on Asian Markets

China's property shares are declining and tech shares are underperforming, leading to a slide in the Asian market, while the European market waits for monetary policy decisions from the ECB and the Bank of England.

9/12/2023

China's Economic Downturn Reverberates Globally with Cheaper Exports but Dims Growth

China's macroeconomic challenges, including deflationary pressures, yuan depreciation, and a struggling property sector, could have broader implications beyond its borders, impacting global metal exporters, trade deals, and global inflation; however, investing in China's stocks may offer compelling valuations despite the current downturn.

9/16/2023

Foreign Investors Fleeing China Assets Amid Economic Slump and Geopolitical Tensions

Funds are rapidly leaving Chinese stocks and bonds, reducing China's influence on global portfolios and contributing to its decoupling from the rest of the world, as concerns over China's economic slump, property market crisis, and tensions with the West heighten.

9/19/2023

China's Venture Capital Struggles to Deliver Returns Amid Tough Markets

China-focused investment firms have struggled to generate returns for their investors, with only four U.S. dollar-denominated venture capital funds established between 2015 and 2020 able to return all the money invested, reflecting a lack of IPOs and the need for alternative exit strategies such as mergers and acquisitions or general partner-led deals.

9/20/2023

U.S. Companies Cautious on China Investments Amid Tensions and Economic Uncertainty

U.S. companies are losing confidence in China and some are limiting their investments due to tensions between the two countries and China's economic slowdown.