John Cheng
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Taiwan, India Threaten China’s Top Spot In EM Equity Portfolios
Taiwan’s ascent is all the more notable considering its market capitalization — at $2.6 trillion — stands at less than a third of mainland China's.
- Sunday July 14, 2024
- Author: Abhishek Vishnoi, John Cheng
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MSCI China Set For Correction As Investors Reassess Plenum View
Tencent Holdings Ltd. and Alibaba Group Holding Ltd. were among the biggest drags on the gauge.
- Thursday June 27, 2024
- Author: Charlotte Yang, John Cheng
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Fed Repricing Gives Rise To New Equities Playbook In Asia
A higher-for-longer interest rate environment is burnishing the credentials of cheap Chinese stocks and driving value investment strategies in Asia.
- Sunday April 28, 2024
- Author: Abhishek Vishnoi, John Cheng, Catherine Bosley
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Fed Repricing Gives Rise To New Equities Playbook In Asia
A higher-for-longer interest rate environment is burnishing the credentials of cheap Chinese stocks and driving value investment strategies in Asia.
- Sunday April 28, 2024
- Author: Abhishek Vishnoi, John Cheng, Catherine Bosley
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JPMorgan Says Use ‘Cheap Options’ To Bet On Chinese Stocks
Chinese stock investors should consider using “cheap options” as safer ways to seize gains in the country’s potential cyclical upturn, according to JPMorgan Chase & Co.
- Tuesday April 9, 2024
- Author: John Cheng
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JPMorgan Says Use ‘Cheap Options’ To Bet On Chinese Stocks
Chinese stock investors should consider using “cheap options” as safer ways to seize gains in the country’s potential cyclical upturn, according to JPMorgan Chase & Co.
- Tuesday April 9, 2024
- Author: John Cheng
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AI Boom Gives TSMC-Led Taiwanese Stocks Bigger Lead Over Korea
The market-value gap over Korea has widened to as much as $363 billion, the most since at least 2003, according to data compiled by Bloomberg.
- Monday April 8, 2024
- Author: John Cheng
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K-Pop Agencies Seek To Move Past BTS Era As New Stars Go Digital
With the popular BTS and Blackpink groups going on hiatus and a decline in album sales in China, K-pop companies need a new growth strategy.
- Monday April 8, 2024
- Author: John Cheng
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Investors Are Turning Wary of Crowded India Trade After Run-Up
The stellar rally in Indian equities that’s made them an investor favorite has run into headwinds that go beyond elevated valuations.
- Tuesday February 20, 2024
- Author: Abhishek Vishnoi, John Cheng
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Investors Are Turning Wary of Crowded India Trade After Run-Up
The stellar rally in Indian equities that’s made them an investor favorite has run into headwinds that go beyond elevated valuations.
- Tuesday February 20, 2024
- Author: Abhishek Vishnoi, John Cheng
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Hong Kong Retail Traders Hit By $1.6 Billion Wipeout Of Popular Structured Notes
Trading in hundreds of mostly bullish contracts was terminated from Jan. 17 to 22, exchange data show.
- Thursday January 25, 2024
- Author: John Cheng
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Year-End Rally In Southeast Asia Stocks Is Raising Hope For 2024
Potential cuts in interest rates by the Federal Reserve next year and a weaker dollar are boosting the appeal of emerging markets.
- Friday December 22, 2023
- Author: John Cheng
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Year-End Rally In Southeast Asia Stocks Is Raising Hope For 2024
Potential cuts in interest rates by the Federal Reserve next year and a weaker dollar are boosting the appeal of emerging markets.
- Friday December 22, 2023
- Author: John Cheng
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Wall Street’s China Stock Bulls Seek Redemption After A Humbling Year
But it’s a case of once bitten, twice shy. This time around, expectations are much more modest.
- Sunday December 17, 2023
- Author: John Cheng
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Big Money Managers Name Top Trading Ideas for Asia in 2024
Buy the yen, sell Japanese bonds, snap up Indian and Indonesian stocks: those are some of the top trades recommended by Asian fund managers for 2024.
- Thursday December 14, 2023
- Author: John Cheng, Ruth Carson, Tassia Sipahutar