Henry Ren
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China Stock Traders’ New Mantra Is Enjoy The Rally While It Lasts
With state funds seen drumming up the market while the economy faces persistent headwinds, the rally may well be on borrowed time.
- Saturday February 24, 2024
- Author: Henry Ren, Charlotte Yang
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AI Is Key Factor For Chip Stocks Looking To Extend Record Highs
Success in artificial intelligence may determine which chip stocks push even higher and which fizzle out.
- Wednesday January 31, 2024
- Author: Youkyung Lee, Henry Ren
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AI Is Key Factor For Chip Stocks Looking To Extend Record Highs
Success in artificial intelligence may determine which chip stocks push even higher and which fizzle out.
- Wednesday January 31, 2024
- Author: Youkyung Lee, Henry Ren
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Alibaba Plunges $20 Billion As Chip War Prompts Breakup Rethink
An escalating fight between the US and China for technological dominance has triggered one of the most stunning reversals of corporate strategy yet: On Thursday, Alibaba Group Holding Ltd. walked back plans to spin off and list its $11 billion cloud business.
- Friday November 17, 2023
- Author: Jane Zhang, Henry Ren
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Apple Shares May Struggle as China Risks Mount, JPMorgan Says
Apple Inc. shares are unlikely to outperform in the second half of the year, as a high valuation and mounting China risks take the shine off a highly anticipated product launch next week, according to JPMorgan Chase & Co.
- Friday September 8, 2023
- Author: Henry Ren
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Global Funds Slash China Stock Positions To Lowest Since October
A record selloff in Chinese stocks by global funds has pushed their positioning to the lowest since October, with money managers unswayed by the stimulus measures that have been coming through over the past few weeks.
- Tuesday September 5, 2023
- Author: Henry Ren
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Global Funds Slash China Stock Positions To Lowest Since October
A record selloff in Chinese stocks by global funds has pushed their positioning to the lowest since October, with money managers unswayed by the stimulus measures that have been coming through over the past few weeks.
- Tuesday September 5, 2023
- Author: Henry Ren
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Top China Hedge Fund Blames Foreign Investors for Stock Rout
A top-performing Chinese macro hedge fund blamed global capital for sinking the country’s stocks to the lowest levels since November.
- Tuesday August 22, 2023
- Author: Henry Ren
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Top China Hedge Fund Blames Foreign Investors for Stock Rout
A top-performing Chinese macro hedge fund blamed global capital for sinking the country’s stocks to the lowest levels since November.
- Tuesday August 22, 2023
- Author: Henry Ren
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Global Stock Managers On Guard As China Pain Set To Spread
Global stock managers are bracing for pain as China’s dramatic slowdown undermines the prospects for companies.
- Saturday August 19, 2023
- Author: John Cheng, Henry Ren
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Global Stock Managers On Guard As China Pain Set To Spread
Global stock managers are bracing for pain as China’s dramatic slowdown undermines the prospects for companies.
- Saturday August 19, 2023
- Author: John Cheng, Henry Ren
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China Rally Is Just An Opportunity To Sell For Many Global Funds
The nascent rebound in Chinese shares is at risk of becoming yet another false dawn as foreign investors seem unconvinced that policymakers can revive a faltering economy.
- Thursday August 3, 2023
- Author: Henry Ren
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Top Vodafone Backer E& Weighs Increasing Stake To Up To 25%
E& has built a 14.6% stake in Vodafone and said last month that it had opened discussions with the company to push for changes on its board.
- Friday May 5, 2023
- Author: Thomas Seal, Henry Ren, Loni Prinsloo
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Top Vodafone Backer E& Weighs Increasing Stake To Up To 25%
E& has built a 14.6% stake in Vodafone and said last month that it had opened discussions with the company to push for changes on its board.
- Friday May 5, 2023
- Author: Thomas Seal, Henry Ren, Loni Prinsloo
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Alibaba’s $32 Billion Day Signals Breakups For China Tech
In executing the biggest overhaul in its history, Alibaba manages to address two objectives that have eluded many of its rivals.
- Wednesday March 29, 2023
- Author: Jane Zhang, Zheping Huang, Henry Ren, Alice Huang