4 d. ago Goldman Sachs: US$370 billion in Chinese firms’ ADRs at risk if US severs market ties

Companies with high retail exposure, such as Alibaba, are more susceptible to sell-offs if they are forced to delist, Goldman says.

Economics

4 d. ago US$370 billion ‘severance’ at stake if US investors purge Chinese ADRs: Goldman Sachs

Companies with high retail exposure, such as Alibaba, are more susceptible to sell-offs if they are forced to delist, Goldman says.

Economics

4 d. ago China Stocks Face Risk of $800 Billion US Outflows, Goldman Says

China Stocks Face Risk of $800 Billion US Outflows, Goldman Says  Bloomberg.com

Economics

4 d. ago Nvidia Faces More Disruption From New China Export Curbs Than Expected, Morgan Stanley Says

Nvidia Faces More Disruption From New China Export Curbs Than Expected, Morgan Stanley Says  Investopedia

Politics

7 d. ago Goldman Sachs Cuts Targets for China Stocks Second Time in April

Goldman Sachs Cuts Targets for China Stocks Second Time in April  Bloomberg

Events

7 d. ago Goldman Cuts Targets on China Stocks for Second Time This Month

Goldman Cuts Targets on China Stocks for Second Time This Month  Bloomberg.com

Events

1 week ago Trade war puts China’s corporate earnings recovery at risk, Morgan Stanley says

US investment bank sees downside risk to its bet on corporate earnings recovery in 2025 as the US-China tariff war escalates.

Events

2 w. ago Hong Kong’s office segment to see faster turnaround than retail sector: Morgan Stanley

‘We think the Hong Kong office market is not structurally impaired,’ Morgan Stanley’s Praveen Choudhary says.

Politics

2 w. ago Goldman Sachs lowers 2025 growth forecast for Chinese stocks thanks to Trump tariffs

Goldman cuts its 12-month growth estimate for the MSCI China Index to 10 per cent from 16 per cent.

Politics

2 w. ago Goldman trims 2025 upside targets for Chinese stocks as Trump tariffs slam markets

Goldman trims its 12-month upside targets for the MSCI China Index and CSI 300 Index, after a bullish upgrade in mid-February.

Politics

2 w. ago Watch Goldman's Advice to Investors on Trump Tariffs as China Vows Response

Watch Goldman's Advice to Investors on Trump Tariffs as China Vows Response  Bloomberg

Economics

3 w. ago Morgan Stanley lifts China stock market target but flags a key risk

Morgan Stanley lifts China stock market target but flags a key risk  MarketWatch

Events

3 w. ago ‘China is back’ as Goldman, Morgan Stanley whet global appetite for equities

‘China is back’ as Goldman, Morgan Stanley whet global appetite for equities  South China Morning Post

Politics

3 w. ago ‘China is back’ as Goldman, Morgan Stanley rush to rerate, with appetite at post

Morgan Stanley raised its year-end index targets for MSCI China and Hang Seng by more than 7 per cent on improved outlook for earnings and valuations.

Politics

3 w. ago Morgan Stanley raises Chinese stock targets again on earnings optimism

Morgan Stanley raises Chinese stock targets again on earnings optimism  Reuters

Events

3 w. ago Morgan Stanley Raises China Stock Targets Again, Citing Earnings

Morgan Stanley Raises China Stock Targets Again, Citing Earnings  Bloomberg

Events

4 w. ago What tariffs? Another China GDP forecast rises on fast start, capital outlays

Morgan Stanley joins others in growing more bullish on China’s economy for the year, but US tariffs seen biting amid ‘supply-chain rewiring’.

Politics