China Stocks Are a Buy on Reopening, Top Money Managers Say

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China Stocks Are a Buy on Reopening, Top Money Managers Say

Bloomberg2022-12-12

About 60% of investors in Bloomberg survey bullish on ChinaReopening optimism, valuations among reasons given by managersThe world’s top fund managers are mostly bullish on Chinese stocks for 2023, ...

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Pluto891
·2022-12-12
with the loosening of covid measures, funds are calling a buy... hmm.
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5
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- cutemiao:
  Good
  2022-12-12
  Reply
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- darrenlsw:
  Buy
  2022-12-12
  Reply
  Report
KW1
·2022-12-12
Ok like
Reply
3
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Vincentan59
·2022-12-12
Go China for Holiday🤐🤐🤐
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3
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- GANCL:
  👍
  2022-12-12
  Reply
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- Vincentan59:
  Yes
  2022-12-12
  Reply
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- Pluto891:
  yeah
  2022-12-12
  Reply
  Report
V.lye
·2022-12-12
Ok
Reply
1
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- BG68:
  like
  2022-12-12
  Reply
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AlanChong
·2022-12-12
The Covid cases raising... More bad signs soon! 🔒⤵️🥱
Reply
2
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- KW1:
  ok
  2022-12-12
  Reply
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Shirley Soh
·2022-12-12
Ok
Reply
4
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- KW1:
  ok
  2022-12-12
  Reply
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Hayleyxn
·2022-12-12
Ok
Reply
1
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- Hayleyxn:
  ok
  2022-12-12
  Reply
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买香蕉也用券
·2022-12-12
China number 1
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3
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Young money
·2022-12-12
Nice I like it
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2
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JorgenS
·2022-12-12
Yes
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3
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AlanChong
·2022-12-12
Ok
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3
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sk27
·2022-12-12
Great shopping spee
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8
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- IAS:
  Yes
  2022-12-12
  Reply
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- Holidaymood:
  Yup
  2022-12-12
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On top of optimism about China’s reopening, easing geopolitical tensions and cheap valuations are reasons to buy, according to the informal survey of 134 fund managers.</p><p>“It does seem like there is an evolution from China in terms of their Covid approach,” said Ben Powell, APAC chief investment strategist, BlackRock Investment Institute. He sees upside potential for earnings in China, and downside potential in the US and Europe.</p><p><img src=\"https://static.tigerbbs.com/5381f14766002c1cb97c08cec678e845\" tg-width=\"930\" tg-height=\"523\" width=\"100%\" height=\"auto\"/></p><p>After a rough year, Chinese stocks are ending 2022 with a big rebound. The Hang Seng China Enterprises Index stormed into a bull market in November, and is now up 38% since its October low, after surprise policy shifts from China’s government on Covid controls and supportive measures for the property sector. The gauge is still down 44% from its February 2021 peak.</p><p>Investors in the survey also see China’s stocks as attractively valued. The MSCI China Index is trading at 11 times forward earnings, below the average level for the past five years. And while the 12-month earnings forecast for the MSCI China Index has risen in the past month, it’s still well below pre-pandemic levels, Bloomberg data shows.</p><p>The bullishness on China was echoed this week by JPMorgan Chase &amp; Co. strategist Marko Kolanovic, who said in his 2023 outlook that he’s still positive on the country amid favorable monetary conditions and an eventual full reopening.</p><p>Still, not all survey participants were so positive. Fund managers said the biggest risks for Chinese equities are uncertainty about government policy and regulations.</p><p>“Headwinds remain, on the geopolitical front, on the reopening from zero-Covid policies, and on the regulatory environment,” said Fabiana Fedeli, CIO for equities, multi-asset and sustainabilty at M&amp;G Investments. While there are opportunities in China, investors need to be selective, she said.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China Stocks Are a Buy on Reopening, Top Money Managers Say</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina Stocks Are a Buy on Reopening, Top Money Managers Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-12 07:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-11/china-stocks-are-a-buy-on-reopening-top-money-managers-say?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>About 60% of investors in Bloomberg survey bullish on ChinaReopening optimism, valuations among reasons given by managersThe world’s top fund managers are mostly bullish on Chinese stocks for 2023, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-11/china-stocks-are-a-buy-on-reopening-top-money-managers-say?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSI":"恒生指数","09988":"阿里巴巴-W","NIO":"蔚来","HSTECH":"恒生科技指数"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-11/china-stocks-are-a-buy-on-reopening-top-money-managers-say?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290211331","content_text":"About 60% of investors in Bloomberg survey bullish on ChinaReopening optimism, valuations among reasons given by managersThe world’s top fund managers are mostly bullish on Chinese stocks for 2023, predicting that equities will continue to rally as strict coronavirus measures are relaxed.About 60% of respondents in a Bloomberg News survey recommended buying the country’s stocks, while 31% said they are a sell. On top of optimism about China’s reopening, easing geopolitical tensions and cheap valuations are reasons to buy, according to the informal survey of 134 fund managers.“It does seem like there is an evolution from China in terms of their Covid approach,” said Ben Powell, APAC chief investment strategist, BlackRock Investment Institute. He sees upside potential for earnings in China, and downside potential in the US and Europe.After a rough year, Chinese stocks are ending 2022 with a big rebound. The Hang Seng China Enterprises Index stormed into a bull market in November, and is now up 38% since its October low, after surprise policy shifts from China’s government on Covid controls and supportive measures for the property sector. The gauge is still down 44% from its February 2021 peak.Investors in the survey also see China’s stocks as attractively valued. The MSCI China Index is trading at 11 times forward earnings, below the average level for the past five years. And while the 12-month earnings forecast for the MSCI China Index has risen in the past month, it’s still well below pre-pandemic levels, Bloomberg data shows.The bullishness on China was echoed this week by JPMorgan Chase & Co. strategist Marko Kolanovic, who said in his 2023 outlook that he’s still positive on the country amid favorable monetary conditions and an eventual full reopening.Still, not all survey participants were so positive. Fund managers said the biggest risks for Chinese equities are uncertainty about government policy and regulations.“Headwinds remain, on the geopolitical front, on the reopening from zero-Covid policies, and on the regulatory environment,” said Fabiana Fedeli, CIO for equities, multi-asset and sustainabilty at M&G Investments. While there are opportunities in China, investors need to be selective, she said.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":105169732,"gmtCreate":1670811787185,"gmtModify":1670811800204,"authorId":3574384014717887,"author":{"id":3574384014717887,"idStr":"3574384014717887","authorId":3574384014717887,"name":"cutemiao","avatar":"https://static.tigerbbs.com/bb482433c2ea26132373994768ab7de2","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9923114897,"type":1,"supId":0,"prevId":0,"content":"<u>Good</u>","text":"<u>Good</u>","html":"<u>Good</u>"},{"id":105168559,"gmtCreate":1670809616223,"gmtModify":1670809628531,"authorId":3574260792698407,"author":{"id":3574260792698407,"idStr":"3574260792698407","authorId":3574260792698407,"name":"darrenlsw","avatar":"https://community-static.tradeup.com/news/146979aca2cc98520f97f1472521789b","vip":1,"crmLevel":7,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9923114897,"type":1,"supId":0,"prevId":0,"content":"<span class=\"s1\">Buy</span>","text":"<span class=\"s1\">Buy</span>","html":"<span class=\"s1\">Buy</span>"}],"langContent":"EN"},{"id":9923112614,"gmtCreate":1670809301539,"gmtModify":1676538437245,"author":{"id":"3563714281601583","authorId":"3563714281601583","name":"KW1","avatar":"https://static.tigerbbs.com/094e3f8fd8b3de3da976515926ed1403","vip":1,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":7,"crmLevelSwitch":1,"idStr":"3563714281601583","authorIdStr":"3563714281601583"},"htmlText":"Ok like","listText":"Ok like","text":"Ok like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923112614","repostId":2290211331,"repostType":4,"repost":{"id":"2290211331","pubTimestamp":1670802274,"share":"https://ttm.financial/m/news/2290211331?lang=&edition=fundamental","pubTime":"2022-12-12 07:44","market":"us","language":"en","title":"China Stocks Are a Buy on Reopening, Top Money Managers Say","url":"https://stock-news.laohu8.com/highlight/detail?id=2290211331","media":"Bloomberg","summary":"About 60% of investors in Bloomberg survey bullish on ChinaReopening optimism, valuations among reas","content":"<html><head></head><body><ul><li>About 60% of investors in Bloomberg survey bullish on China</li><li>Reopening optimism, valuations among reasons given by managers</li></ul><p>The world’s top fund managers are mostly bullish on Chinese stocks for 2023, predicting that equities will continue to rally as strict coronavirus measures are relaxed.</p><p>About 60% of respondents in a Bloomberg News survey recommended buying the country’s stocks, while 31% said they are a sell. On top of optimism about China’s reopening, easing geopolitical tensions and cheap valuations are reasons to buy, according to the informal survey of 134 fund managers.</p><p>“It does seem like there is an evolution from China in terms of their Covid approach,” said Ben Powell, APAC chief investment strategist, BlackRock Investment Institute. He sees upside potential for earnings in China, and downside potential in the US and Europe.</p><p><img src=\"https://static.tigerbbs.com/5381f14766002c1cb97c08cec678e845\" tg-width=\"930\" tg-height=\"523\" width=\"100%\" height=\"auto\"/></p><p>After a rough year, Chinese stocks are ending 2022 with a big rebound. The Hang Seng China Enterprises Index stormed into a bull market in November, and is now up 38% since its October low, after surprise policy shifts from China’s government on Covid controls and supportive measures for the property sector. The gauge is still down 44% from its February 2021 peak.</p><p>Investors in the survey also see China’s stocks as attractively valued. The MSCI China Index is trading at 11 times forward earnings, below the average level for the past five years. And while the 12-month earnings forecast for the MSCI China Index has risen in the past month, it’s still well below pre-pandemic levels, Bloomberg data shows.</p><p>The bullishness on China was echoed this week by JPMorgan Chase &amp; Co. strategist Marko Kolanovic, who said in his 2023 outlook that he’s still positive on the country amid favorable monetary conditions and an eventual full reopening.</p><p>Still, not all survey participants were so positive. Fund managers said the biggest risks for Chinese equities are uncertainty about government policy and regulations.</p><p>“Headwinds remain, on the geopolitical front, on the reopening from zero-Covid policies, and on the regulatory environment,” said Fabiana Fedeli, CIO for equities, multi-asset and sustainabilty at M&amp;G Investments. While there are opportunities in China, investors need to be selective, she said.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China Stocks Are a Buy on Reopening, Top Money Managers Say</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina Stocks Are a Buy on Reopening, Top Money Managers Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-12 07:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-11/china-stocks-are-a-buy-on-reopening-top-money-managers-say?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>About 60% of investors in Bloomberg survey bullish on ChinaReopening optimism, valuations among reasons given by managersThe world’s top fund managers are mostly bullish on Chinese stocks for 2023, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-11/china-stocks-are-a-buy-on-reopening-top-money-managers-say?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSI":"恒生指数","09988":"阿里巴巴-W","NIO":"蔚来","HSTECH":"恒生科技指数"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-11/china-stocks-are-a-buy-on-reopening-top-money-managers-say?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290211331","content_text":"About 60% of investors in Bloomberg survey bullish on ChinaReopening optimism, valuations among reasons given by managersThe world’s top fund managers are mostly bullish on Chinese stocks for 2023, predicting that equities will continue to rally as strict coronavirus measures are relaxed.About 60% of respondents in a Bloomberg News survey recommended buying the country’s stocks, while 31% said they are a sell. On top of optimism about China’s reopening, easing geopolitical tensions and cheap valuations are reasons to buy, according to the informal survey of 134 fund managers.“It does seem like there is an evolution from China in terms of their Covid approach,” said Ben Powell, APAC chief investment strategist, BlackRock Investment Institute. He sees upside potential for earnings in China, and downside potential in the US and Europe.After a rough year, Chinese stocks are ending 2022 with a big rebound. The Hang Seng China Enterprises Index stormed into a bull market in November, and is now up 38% since its October low, after surprise policy shifts from China’s government on Covid controls and supportive measures for the property sector. The gauge is still down 44% from its February 2021 peak.Investors in the survey also see China’s stocks as attractively valued. The MSCI China Index is trading at 11 times forward earnings, below the average level for the past five years. And while the 12-month earnings forecast for the MSCI China Index has risen in the past month, it’s still well below pre-pandemic levels, Bloomberg data shows.The bullishness on China was echoed this week by JPMorgan Chase & Co. strategist Marko Kolanovic, who said in his 2023 outlook that he’s still positive on the country amid favorable monetary conditions and an eventual full reopening.Still, not all survey participants were so positive. Fund managers said the biggest risks for Chinese equities are uncertainty about government policy and regulations.“Headwinds remain, on the geopolitical front, on the reopening from zero-Covid policies, and on the regulatory environment,” said Fabiana Fedeli, CIO for equities, multi-asset and sustainabilty at M&G Investments. While there are opportunities in China, investors need to be selective, she said.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9923133051,"gmtCreate":1670807766473,"gmtModify":1676538436798,"author":{"id":"4098866635611070","authorId":"4098866635611070","name":"Vincentan59","avatar":"https://community-static.tradeup.com/news/a5c91735e742c607283b7643b505c8e4","vip":1,"hat":"https://static.tigerbbs.com/ae1f49570794979e009a5efdeb6f4789","crmLevel":2,"crmLevelSwitch":1,"idStr":"4098866635611070","authorIdStr":"4098866635611070"},"htmlText":"Go China for Holiday🤐🤐🤐","listText":"Go China for Holiday🤐🤐🤐","text":"Go China for Holiday🤐🤐🤐","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9923133051","repostId":2290211331,"repostType":4,"repost":{"id":"2290211331","pubTimestamp":1670802274,"share":"https://ttm.financial/m/news/2290211331?lang=&edition=fundamental","pubTime":"2022-12-12 07:44","market":"us","language":"en","title":"China Stocks Are a Buy on Reopening, Top Money Managers Say","url":"https://stock-news.laohu8.com/highlight/detail?id=2290211331","media":"Bloomberg","summary":"About 60% of investors in Bloomberg survey bullish on ChinaReopening optimism, valuations among reas","content":"<html><head></head><body><ul><li>About 60% of investors in Bloomberg survey bullish on China</li><li>Reopening optimism, valuations among reasons given by managers</li></ul><p>The world’s top fund managers are mostly bullish on Chinese stocks for 2023, predicting that equities will continue to rally as strict coronavirus measures are relaxed.</p><p>About 60% of respondents in a Bloomberg News survey recommended buying the country’s stocks, while 31% said they are a sell. On top of optimism about China’s reopening, easing geopolitical tensions and cheap valuations are reasons to buy, according to the informal survey of 134 fund managers.</p><p>“It does seem like there is an evolution from China in terms of their Covid approach,” said Ben Powell, APAC chief investment strategist, BlackRock Investment Institute. He sees upside potential for earnings in China, and downside potential in the US and Europe.</p><p><img src=\"https://static.tigerbbs.com/5381f14766002c1cb97c08cec678e845\" tg-width=\"930\" tg-height=\"523\" width=\"100%\" height=\"auto\"/></p><p>After a rough year, Chinese stocks are ending 2022 with a big rebound. The Hang Seng China Enterprises Index stormed into a bull market in November, and is now up 38% since its October low, after surprise policy shifts from China’s government on Covid controls and supportive measures for the property sector. The gauge is still down 44% from its February 2021 peak.</p><p>Investors in the survey also see China’s stocks as attractively valued. The MSCI China Index is trading at 11 times forward earnings, below the average level for the past five years. And while the 12-month earnings forecast for the MSCI China Index has risen in the past month, it’s still well below pre-pandemic levels, Bloomberg data shows.</p><p>The bullishness on China was echoed this week by JPMorgan Chase &amp; Co. strategist Marko Kolanovic, who said in his 2023 outlook that he’s still positive on the country amid favorable monetary conditions and an eventual full reopening.</p><p>Still, not all survey participants were so positive. Fund managers said the biggest risks for Chinese equities are uncertainty about government policy and regulations.</p><p>“Headwinds remain, on the geopolitical front, on the reopening from zero-Covid policies, and on the regulatory environment,” said Fabiana Fedeli, CIO for equities, multi-asset and sustainabilty at M&amp;G Investments. While there are opportunities in China, investors need to be selective, she said.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China Stocks Are a Buy on Reopening, Top Money Managers Say</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina Stocks Are a Buy on Reopening, Top Money Managers Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-12 07:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-11/china-stocks-are-a-buy-on-reopening-top-money-managers-say?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>About 60% of investors in Bloomberg survey bullish on ChinaReopening optimism, valuations among reasons given by managersThe world’s top fund managers are mostly bullish on Chinese stocks for 2023, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-11/china-stocks-are-a-buy-on-reopening-top-money-managers-say?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSI":"恒生指数","09988":"阿里巴巴-W","NIO":"蔚来","HSTECH":"恒生科技指数"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-11/china-stocks-are-a-buy-on-reopening-top-money-managers-say?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290211331","content_text":"About 60% of investors in Bloomberg survey bullish on ChinaReopening optimism, valuations among reasons given by managersThe world’s top fund managers are mostly bullish on Chinese stocks for 2023, predicting that equities will continue to rally as strict coronavirus measures are relaxed.About 60% of respondents in a Bloomberg News survey recommended buying the country’s stocks, while 31% said they are a sell. On top of optimism about China’s reopening, easing geopolitical tensions and cheap valuations are reasons to buy, according to the informal survey of 134 fund managers.“It does seem like there is an evolution from China in terms of their Covid approach,” said Ben Powell, APAC chief investment strategist, BlackRock Investment Institute. He sees upside potential for earnings in China, and downside potential in the US and Europe.After a rough year, Chinese stocks are ending 2022 with a big rebound. The Hang Seng China Enterprises Index stormed into a bull market in November, and is now up 38% since its October low, after surprise policy shifts from China’s government on Covid controls and supportive measures for the property sector. The gauge is still down 44% from its February 2021 peak.Investors in the survey also see China’s stocks as attractively valued. The MSCI China Index is trading at 11 times forward earnings, below the average level for the past five years. And while the 12-month earnings forecast for the MSCI China Index has risen in the past month, it’s still well below pre-pandemic levels, Bloomberg data shows.The bullishness on China was echoed this week by JPMorgan Chase & Co. strategist Marko Kolanovic, who said in his 2023 outlook that he’s still positive on the country amid favorable monetary conditions and an eventual full reopening.Still, not all survey participants were so positive. Fund managers said the biggest risks for Chinese equities are uncertainty about government policy and regulations.“Headwinds remain, on the geopolitical front, on the reopening from zero-Covid policies, and on the regulatory environment,” said Fabiana Fedeli, CIO for equities, multi-asset and sustainabilty at M&G Investments. While there are opportunities in China, investors need to be selective, she said.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":105169578,"gmtCreate":1670811286270,"gmtModify":1670811292728,"authorId":3566524239552357,"author":{"id":3566524239552357,"idStr":"3566524239552357","authorId":3566524239552357,"name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9923133051,"type":1,"supId":0,"prevId":0,"content":"<span class=\"s1\">👍</span>","text":"<span class=\"s1\">👍</span>","html":"<span class=\"s1\">👍</span>"},{"id":105168921,"gmtCreate":1670810099523,"gmtModify":1670810113485,"authorId":4098866635611070,"author":{"id":4098866635611070,"idStr":"4098866635611070","authorId":4098866635611070,"name":"Vincentan59","avatar":"https://community-static.tradeup.com/news/a5c91735e742c607283b7643b505c8e4","vip":1,"currentWearingBadge":{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.03.09","exceedPercentage":"94.00%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9923133051,"type":1,"supId":105168422,"prevId":0,"content":"<span class=\"s1\">Yes</span>","text":"<span class=\"s1\">Yes</span>","html":"<span class=\"s1\">Yes</span>"},{"id":105168422,"gmtCreate":1670809430845,"gmtModify":1670809444200,"authorId":3581937910767045,"author":{"id":3581937910767045,"idStr":"3581937910767045","authorId":3581937910767045,"name":"Pluto891","avatar":"https://static.tigerbbs.com/c9963f2ef3d3ad2aff28340461d3d6d0","vip":1,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9923133051,"type":1,"supId":0,"prevId":0,"content":"<u>yeah</u>","text":"<u>yeah</u>","html":"<u>yeah</u>"}],"langContent":"EN"},{"id":9923130420,"gmtCreate":1670807606660,"gmtModify":1676538436734,"author":{"id":"4088902048392220","authorId":"4088902048392220","name":"V.lye","avatar":"https://static.tigerbbs.com/7233306780623a2802ebfc0893c0cc52","vip":1,"crmLevel":6,"crmLevelSwitch":1,"idStr":"4088902048392220","authorIdStr":"4088902048392220"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9923130420","repostId":2290211331,"repostType":4,"repost":{"id":"2290211331","pubTimestamp":1670802274,"share":"https://ttm.financial/m/news/2290211331?lang=&edition=fundamental","pubTime":"2022-12-12 07:44","market":"us","language":"en","title":"China Stocks Are a Buy on Reopening, Top Money Managers Say","url":"https://stock-news.laohu8.com/highlight/detail?id=2290211331","media":"Bloomberg","summary":"About 60% of investors in Bloomberg survey bullish on ChinaReopening optimism, valuations among reas","content":"<html><head></head><body><ul><li>About 60% of investors in Bloomberg survey bullish on China</li><li>Reopening optimism, valuations among reasons given by managers</li></ul><p>The world’s top fund managers are mostly bullish on Chinese stocks for 2023, predicting that equities will continue to rally as strict coronavirus measures are relaxed.</p><p>About 60% of respondents in a Bloomberg News survey recommended buying the country’s stocks, while 31% said they are a sell. On top of optimism about China’s reopening, easing geopolitical tensions and cheap valuations are reasons to buy, according to the informal survey of 134 fund managers.</p><p>“It does seem like there is an evolution from China in terms of their Covid approach,” said Ben Powell, APAC chief investment strategist, BlackRock Investment Institute. He sees upside potential for earnings in China, and downside potential in the US and Europe.</p><p><img src=\"https://static.tigerbbs.com/5381f14766002c1cb97c08cec678e845\" tg-width=\"930\" tg-height=\"523\" width=\"100%\" height=\"auto\"/></p><p>After a rough year, Chinese stocks are ending 2022 with a big rebound. The Hang Seng China Enterprises Index stormed into a bull market in November, and is now up 38% since its October low, after surprise policy shifts from China’s government on Covid controls and supportive measures for the property sector. The gauge is still down 44% from its February 2021 peak.</p><p>Investors in the survey also see China’s stocks as attractively valued. The MSCI China Index is trading at 11 times forward earnings, below the average level for the past five years. And while the 12-month earnings forecast for the MSCI China Index has risen in the past month, it’s still well below pre-pandemic levels, Bloomberg data shows.</p><p>The bullishness on China was echoed this week by JPMorgan Chase &amp; Co. strategist Marko Kolanovic, who said in his 2023 outlook that he’s still positive on the country amid favorable monetary conditions and an eventual full reopening.</p><p>Still, not all survey participants were so positive. Fund managers said the biggest risks for Chinese equities are uncertainty about government policy and regulations.</p><p>“Headwinds remain, on the geopolitical front, on the reopening from zero-Covid policies, and on the regulatory environment,” said Fabiana Fedeli, CIO for equities, multi-asset and sustainabilty at M&amp;G Investments. While there are opportunities in China, investors need to be selective, she said.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China Stocks Are a Buy on Reopening, Top Money Managers Say</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina Stocks Are a Buy on Reopening, Top Money Managers Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-12 07:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-11/china-stocks-are-a-buy-on-reopening-top-money-managers-say?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>About 60% of investors in Bloomberg survey bullish on ChinaReopening optimism, valuations among reasons given by managersThe world’s top fund managers are mostly bullish on Chinese stocks for 2023, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-11/china-stocks-are-a-buy-on-reopening-top-money-managers-say?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSI":"恒生指数","09988":"阿里巴巴-W","NIO":"蔚来","HSTECH":"恒生科技指数"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-11/china-stocks-are-a-buy-on-reopening-top-money-managers-say?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290211331","content_text":"About 60% of investors in Bloomberg survey bullish on ChinaReopening optimism, valuations among reasons given by managersThe world’s top fund managers are mostly bullish on Chinese stocks for 2023, predicting that equities will continue to rally as strict coronavirus measures are relaxed.About 60% of respondents in a Bloomberg News survey recommended buying the country’s stocks, while 31% said they are a sell. On top of optimism about China’s reopening, easing geopolitical tensions and cheap valuations are reasons to buy, according to the informal survey of 134 fund managers.“It does seem like there is an evolution from China in terms of their Covid approach,” said Ben Powell, APAC chief investment strategist, BlackRock Investment Institute. He sees upside potential for earnings in China, and downside potential in the US and Europe.After a rough year, Chinese stocks are ending 2022 with a big rebound. The Hang Seng China Enterprises Index stormed into a bull market in November, and is now up 38% since its October low, after surprise policy shifts from China’s government on Covid controls and supportive measures for the property sector. The gauge is still down 44% from its February 2021 peak.Investors in the survey also see China’s stocks as attractively valued. The MSCI China Index is trading at 11 times forward earnings, below the average level for the past five years. And while the 12-month earnings forecast for the MSCI China Index has risen in the past month, it’s still well below pre-pandemic levels, Bloomberg data shows.The bullishness on China was echoed this week by JPMorgan Chase & Co. strategist Marko Kolanovic, who said in his 2023 outlook that he’s still positive on the country amid favorable monetary conditions and an eventual full reopening.Still, not all survey participants were so positive. Fund managers said the biggest risks for Chinese equities are uncertainty about government policy and regulations.“Headwinds remain, on the geopolitical front, on the reopening from zero-Covid policies, and on the regulatory environment,” said Fabiana Fedeli, CIO for equities, multi-asset and sustainabilty at M&G Investments. While there are opportunities in China, investors need to be selective, she said.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":105168023,"gmtCreate":1670807762851,"gmtModify":1670807763921,"authorId":4106439073723520,"author":{"id":4106439073723520,"idStr":"4106439073723520","authorId":4106439073723520,"name":"BG68","avatar":"https://community-static.tradeup.com/news/642f0c85e80d6d64a9a53270d806d849","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9923130420,"type":1,"supId":0,"prevId":0,"content":"like","text":"like","html":"like"}],"langContent":"EN"},{"id":9923197382,"gmtCreate":1670807456346,"gmtModify":1676538436694,"author":{"id":"4125148185432112","authorId":"4125148185432112","name":"AlanChong","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/a3dee1aa3a3a3c1814833a4d3f8a5669","crmLevel":4,"crmLevelSwitch":0,"idStr":"4125148185432112","authorIdStr":"4125148185432112"},"htmlText":"The Covid&nbsp;cases raising...&nbsp;More bad signs soon! 🔒⤵️🥱","listText":"The Covid&nbsp;cases raising...&nbsp;More bad signs soon! 🔒⤵️🥱","text":"The Covid cases raising... More bad signs soon! 🔒⤵️🥱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9923197382","repostId":2290211331,"repostType":4,"repost":{"id":"2290211331","pubTimestamp":1670802274,"share":"https://ttm.financial/m/news/2290211331?lang=&edition=fundamental","pubTime":"2022-12-12 07:44","market":"us","language":"en","title":"China Stocks Are a Buy on Reopening, Top Money Managers Say","url":"https://stock-news.laohu8.com/highlight/detail?id=2290211331","media":"Bloomberg","summary":"About 60% of investors in Bloomberg survey bullish on ChinaReopening optimism, valuations among reas","content":"<html><head></head><body><ul><li>About 60% of investors in Bloomberg survey bullish on China</li><li>Reopening optimism, valuations among reasons given by managers</li></ul><p>The world’s top fund managers are mostly bullish on Chinese stocks for 2023, predicting that equities will continue to rally as strict coronavirus measures are relaxed.</p><p>About 60% of respondents in a Bloomberg News survey recommended buying the country’s stocks, while 31% said they are a sell. On top of optimism about China’s reopening, easing geopolitical tensions and cheap valuations are reasons to buy, according to the informal survey of 134 fund managers.</p><p>“It does seem like there is an evolution from China in terms of their Covid approach,” said Ben Powell, APAC chief investment strategist, BlackRock Investment Institute. He sees upside potential for earnings in China, and downside potential in the US and Europe.</p><p><img src=\"https://static.tigerbbs.com/5381f14766002c1cb97c08cec678e845\" tg-width=\"930\" tg-height=\"523\" width=\"100%\" height=\"auto\"/></p><p>After a rough year, Chinese stocks are ending 2022 with a big rebound. The Hang Seng China Enterprises Index stormed into a bull market in November, and is now up 38% since its October low, after surprise policy shifts from China’s government on Covid controls and supportive measures for the property sector. The gauge is still down 44% from its February 2021 peak.</p><p>Investors in the survey also see China’s stocks as attractively valued. The MSCI China Index is trading at 11 times forward earnings, below the average level for the past five years. And while the 12-month earnings forecast for the MSCI China Index has risen in the past month, it’s still well below pre-pandemic levels, Bloomberg data shows.</p><p>The bullishness on China was echoed this week by JPMorgan Chase &amp; Co. strategist Marko Kolanovic, who said in his 2023 outlook that he’s still positive on the country amid favorable monetary conditions and an eventual full reopening.</p><p>Still, not all survey participants were so positive. Fund managers said the biggest risks for Chinese equities are uncertainty about government policy and regulations.</p><p>“Headwinds remain, on the geopolitical front, on the reopening from zero-Covid policies, and on the regulatory environment,” said Fabiana Fedeli, CIO for equities, multi-asset and sustainabilty at M&amp;G Investments. While there are opportunities in China, investors need to be selective, she said.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China Stocks Are a Buy on Reopening, Top Money Managers Say</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina Stocks Are a Buy on Reopening, Top Money Managers Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-12 07:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-11/china-stocks-are-a-buy-on-reopening-top-money-managers-say?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>About 60% of investors in Bloomberg survey bullish on ChinaReopening optimism, valuations among reasons given by managersThe world’s top fund managers are mostly bullish on Chinese stocks for 2023, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-11/china-stocks-are-a-buy-on-reopening-top-money-managers-say?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSI":"恒生指数","09988":"阿里巴巴-W","NIO":"蔚来","HSTECH":"恒生科技指数"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-11/china-stocks-are-a-buy-on-reopening-top-money-managers-say?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290211331","content_text":"About 60% of investors in Bloomberg survey bullish on ChinaReopening optimism, valuations among reasons given by managersThe world’s top fund managers are mostly bullish on Chinese stocks for 2023, predicting that equities will continue to rally as strict coronavirus measures are relaxed.About 60% of respondents in a Bloomberg News survey recommended buying the country’s stocks, while 31% said they are a sell. On top of optimism about China’s reopening, easing geopolitical tensions and cheap valuations are reasons to buy, according to the informal survey of 134 fund managers.“It does seem like there is an evolution from China in terms of their Covid approach,” said Ben Powell, APAC chief investment strategist, BlackRock Investment Institute. He sees upside potential for earnings in China, and downside potential in the US and Europe.After a rough year, Chinese stocks are ending 2022 with a big rebound. The Hang Seng China Enterprises Index stormed into a bull market in November, and is now up 38% since its October low, after surprise policy shifts from China’s government on Covid controls and supportive measures for the property sector. The gauge is still down 44% from its February 2021 peak.Investors in the survey also see China’s stocks as attractively valued. The MSCI China Index is trading at 11 times forward earnings, below the average level for the past five years. And while the 12-month earnings forecast for the MSCI China Index has risen in the past month, it’s still well below pre-pandemic levels, Bloomberg data shows.The bullishness on China was echoed this week by JPMorgan Chase & Co. strategist Marko Kolanovic, who said in his 2023 outlook that he’s still positive on the country amid favorable monetary conditions and an eventual full reopening.Still, not all survey participants were so positive. Fund managers said the biggest risks for Chinese equities are uncertainty about government policy and regulations.“Headwinds remain, on the geopolitical front, on the reopening from zero-Covid policies, and on the regulatory environment,” said Fabiana Fedeli, CIO for equities, multi-asset and sustainabilty at M&G Investments. While there are opportunities in China, investors need to be selective, she said.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":105168338,"gmtCreate":1670809308016,"gmtModify":1670809321776,"authorId":3563714281601583,"author":{"id":3563714281601583,"idStr":"3563714281601583","authorId":3563714281601583,"name":"KW1","avatar":"https://static.tigerbbs.com/094e3f8fd8b3de3da976515926ed1403","vip":1,"currentWearingBadge":{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"93.30%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"crmLevel":7,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9923197382,"type":1,"supId":0,"prevId":0,"content":"<u>ok</u>","text":"<u>ok</u>","html":"<u>ok</u>"}],"langContent":"EN"},{"id":9923191200,"gmtCreate":1670806977701,"gmtModify":1676538436537,"author":{"id":"4100664503126340","authorId":"4100664503126340","name":"Shirley Soh","avatar":"https://community-static.tradeup.com/news/784ec5f33096066f43c22d219e548bac","vip":1,"crmLevel":8,"crmLevelSwitch":1,"idStr":"4100664503126340","authorIdStr":"4100664503126340"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9923191200","repostId":2290211331,"repostType":4,"repost":{"id":"2290211331","pubTimestamp":1670802274,"share":"https://ttm.financial/m/news/2290211331?lang=&edition=fundamental","pubTime":"2022-12-12 07:44","market":"us","language":"en","title":"China Stocks Are a Buy on Reopening, Top Money Managers Say","url":"https://stock-news.laohu8.com/highlight/detail?id=2290211331","media":"Bloomberg","summary":"About 60% of investors in Bloomberg survey bullish on ChinaReopening optimism, valuations among reas","content":"<html><head></head><body><ul><li>About 60% of investors in Bloomberg survey bullish on China</li><li>Reopening optimism, valuations among reasons given by managers</li></ul><p>The world’s top fund managers are mostly bullish on Chinese stocks for 2023, predicting that equities will continue to rally as strict coronavirus measures are relaxed.</p><p>About 60% of respondents in a Bloomberg News survey recommended buying the country’s stocks, while 31% said they are a sell. On top of optimism about China’s reopening, easing geopolitical tensions and cheap valuations are reasons to buy, according to the informal survey of 134 fund managers.</p><p>“It does seem like there is an evolution from China in terms of their Covid approach,” said Ben Powell, APAC chief investment strategist, BlackRock Investment Institute. He sees upside potential for earnings in China, and downside potential in the US and Europe.</p><p><img src=\"https://static.tigerbbs.com/5381f14766002c1cb97c08cec678e845\" tg-width=\"930\" tg-height=\"523\" width=\"100%\" height=\"auto\"/></p><p>After a rough year, Chinese stocks are ending 2022 with a big rebound. The Hang Seng China Enterprises Index stormed into a bull market in November, and is now up 38% since its October low, after surprise policy shifts from China’s government on Covid controls and supportive measures for the property sector. The gauge is still down 44% from its February 2021 peak.</p><p>Investors in the survey also see China’s stocks as attractively valued. The MSCI China Index is trading at 11 times forward earnings, below the average level for the past five years. And while the 12-month earnings forecast for the MSCI China Index has risen in the past month, it’s still well below pre-pandemic levels, Bloomberg data shows.</p><p>The bullishness on China was echoed this week by JPMorgan Chase &amp; Co. strategist Marko Kolanovic, who said in his 2023 outlook that he’s still positive on the country amid favorable monetary conditions and an eventual full reopening.</p><p>Still, not all survey participants were so positive. Fund managers said the biggest risks for Chinese equities are uncertainty about government policy and regulations.</p><p>“Headwinds remain, on the geopolitical front, on the reopening from zero-Covid policies, and on the regulatory environment,” said Fabiana Fedeli, CIO for equities, multi-asset and sustainabilty at M&amp;G Investments. While there are opportunities in China, investors need to be selective, she said.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China Stocks Are a Buy on Reopening, Top Money Managers Say</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina Stocks Are a Buy on Reopening, Top Money Managers Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-12 07:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-11/china-stocks-are-a-buy-on-reopening-top-money-managers-say?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>About 60% of investors in Bloomberg survey bullish on ChinaReopening optimism, valuations among reasons given by managersThe world’s top fund managers are mostly bullish on Chinese stocks for 2023, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-11/china-stocks-are-a-buy-on-reopening-top-money-managers-say?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSI":"恒生指数","09988":"阿里巴巴-W","NIO":"蔚来","HSTECH":"恒生科技指数"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-11/china-stocks-are-a-buy-on-reopening-top-money-managers-say?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290211331","content_text":"About 60% of investors in Bloomberg survey bullish on ChinaReopening optimism, valuations among reasons given by managersThe world’s top fund managers are mostly bullish on Chinese stocks for 2023, predicting that equities will continue to rally as strict coronavirus measures are relaxed.About 60% of respondents in a Bloomberg News survey recommended buying the country’s stocks, while 31% said they are a sell. On top of optimism about China’s reopening, easing geopolitical tensions and cheap valuations are reasons to buy, according to the informal survey of 134 fund managers.“It does seem like there is an evolution from China in terms of their Covid approach,” said Ben Powell, APAC chief investment strategist, BlackRock Investment Institute. He sees upside potential for earnings in China, and downside potential in the US and Europe.After a rough year, Chinese stocks are ending 2022 with a big rebound. The Hang Seng China Enterprises Index stormed into a bull market in November, and is now up 38% since its October low, after surprise policy shifts from China’s government on Covid controls and supportive measures for the property sector. The gauge is still down 44% from its February 2021 peak.Investors in the survey also see China’s stocks as attractively valued. The MSCI China Index is trading at 11 times forward earnings, below the average level for the past five years. And while the 12-month earnings forecast for the MSCI China Index has risen in the past month, it’s still well below pre-pandemic levels, Bloomberg data shows.The bullishness on China was echoed this week by JPMorgan Chase & Co. strategist Marko Kolanovic, who said in his 2023 outlook that he’s still positive on the country amid favorable monetary conditions and an eventual full reopening.Still, not all survey participants were so positive. Fund managers said the biggest risks for Chinese equities are uncertainty about government policy and regulations.“Headwinds remain, on the geopolitical front, on the reopening from zero-Covid policies, and on the regulatory environment,” said Fabiana Fedeli, CIO for equities, multi-asset and sustainabilty at M&G Investments. While there are opportunities in China, investors need to be selective, she said.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":105168345,"gmtCreate":1670809324565,"gmtModify":1670809338922,"authorId":3563714281601583,"author":{"id":3563714281601583,"idStr":"3563714281601583","authorId":3563714281601583,"name":"KW1","avatar":"https://static.tigerbbs.com/094e3f8fd8b3de3da976515926ed1403","vip":1,"currentWearingBadge":{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"93.30%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"crmLevel":7,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9923191200,"type":1,"supId":0,"prevId":0,"content":"<u>ok</u>","text":"<u>ok</u>","html":"<u>ok</u>"}],"langContent":"EN"},{"id":9923105534,"gmtCreate":1670806619828,"gmtModify":1676538436370,"author":{"id":"3578382329083125","authorId":"3578382329083125","name":"Hayleyxn","avatar":"https://static.tigerbbs.com/38f91d6f48b5ef2c23595e416b33bb59","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3578382329083125","authorIdStr":"3578382329083125"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9923105534","repostId":2290211331,"repostType":4,"repost":{"id":"2290211331","pubTimestamp":1670802274,"share":"https://ttm.financial/m/news/2290211331?lang=&edition=fundamental","pubTime":"2022-12-12 07:44","market":"us","language":"en","title":"China Stocks Are a Buy on Reopening, Top Money Managers Say","url":"https://stock-news.laohu8.com/highlight/detail?id=2290211331","media":"Bloomberg","summary":"About 60% of investors in Bloomberg survey bullish on ChinaReopening optimism, valuations among reas","content":"<html><head></head><body><ul><li>About 60% of investors in Bloomberg survey bullish on China</li><li>Reopening optimism, valuations among reasons given by managers</li></ul><p>The world’s top fund managers are mostly bullish on Chinese stocks for 2023, predicting that equities will continue to rally as strict coronavirus measures are relaxed.</p><p>About 60% of respondents in a Bloomberg News survey recommended buying the country’s stocks, while 31% said they are a sell. On top of optimism about China’s reopening, easing geopolitical tensions and cheap valuations are reasons to buy, according to the informal survey of 134 fund managers.</p><p>“It does seem like there is an evolution from China in terms of their Covid approach,” said Ben Powell, APAC chief investment strategist, BlackRock Investment Institute. He sees upside potential for earnings in China, and downside potential in the US and Europe.</p><p><img src=\"https://static.tigerbbs.com/5381f14766002c1cb97c08cec678e845\" tg-width=\"930\" tg-height=\"523\" width=\"100%\" height=\"auto\"/></p><p>After a rough year, Chinese stocks are ending 2022 with a big rebound. The Hang Seng China Enterprises Index stormed into a bull market in November, and is now up 38% since its October low, after surprise policy shifts from China’s government on Covid controls and supportive measures for the property sector. The gauge is still down 44% from its February 2021 peak.</p><p>Investors in the survey also see China’s stocks as attractively valued. The MSCI China Index is trading at 11 times forward earnings, below the average level for the past five years. And while the 12-month earnings forecast for the MSCI China Index has risen in the past month, it’s still well below pre-pandemic levels, Bloomberg data shows.</p><p>The bullishness on China was echoed this week by JPMorgan Chase &amp; Co. strategist Marko Kolanovic, who said in his 2023 outlook that he’s still positive on the country amid favorable monetary conditions and an eventual full reopening.</p><p>Still, not all survey participants were so positive. Fund managers said the biggest risks for Chinese equities are uncertainty about government policy and regulations.</p><p>“Headwinds remain, on the geopolitical front, on the reopening from zero-Covid policies, and on the regulatory environment,” said Fabiana Fedeli, CIO for equities, multi-asset and sustainabilty at M&amp;G Investments. While there are opportunities in China, investors need to be selective, she said.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China Stocks Are a Buy on Reopening, Top Money Managers Say</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina Stocks Are a Buy on Reopening, Top Money Managers Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-12 07:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-11/china-stocks-are-a-buy-on-reopening-top-money-managers-say?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>About 60% of investors in Bloomberg survey bullish on ChinaReopening optimism, valuations among reasons given by managersThe world’s top fund managers are mostly bullish on Chinese stocks for 2023, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-11/china-stocks-are-a-buy-on-reopening-top-money-managers-say?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSI":"恒生指数","09988":"阿里巴巴-W","NIO":"蔚来","HSTECH":"恒生科技指数"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-11/china-stocks-are-a-buy-on-reopening-top-money-managers-say?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290211331","content_text":"About 60% of investors in Bloomberg survey bullish on ChinaReopening optimism, valuations among reasons given by managersThe world’s top fund managers are mostly bullish on Chinese stocks for 2023, predicting that equities will continue to rally as strict coronavirus measures are relaxed.About 60% of respondents in a Bloomberg News survey recommended buying the country’s stocks, while 31% said they are a sell. On top of optimism about China’s reopening, easing geopolitical tensions and cheap valuations are reasons to buy, according to the informal survey of 134 fund managers.“It does seem like there is an evolution from China in terms of their Covid approach,” said Ben Powell, APAC chief investment strategist, BlackRock Investment Institute. He sees upside potential for earnings in China, and downside potential in the US and Europe.After a rough year, Chinese stocks are ending 2022 with a big rebound. The Hang Seng China Enterprises Index stormed into a bull market in November, and is now up 38% since its October low, after surprise policy shifts from China’s government on Covid controls and supportive measures for the property sector. The gauge is still down 44% from its February 2021 peak.Investors in the survey also see China’s stocks as attractively valued. The MSCI China Index is trading at 11 times forward earnings, below the average level for the past five years. And while the 12-month earnings forecast for the MSCI China Index has risen in the past month, it’s still well below pre-pandemic levels, Bloomberg data shows.The bullishness on China was echoed this week by JPMorgan Chase & Co. strategist Marko Kolanovic, who said in his 2023 outlook that he’s still positive on the country amid favorable monetary conditions and an eventual full reopening.Still, not all survey participants were so positive. Fund managers said the biggest risks for Chinese equities are uncertainty about government policy and regulations.“Headwinds remain, on the geopolitical front, on the reopening from zero-Covid policies, and on the regulatory environment,” said Fabiana Fedeli, CIO for equities, multi-asset and sustainabilty at M&G Investments. While there are opportunities in China, investors need to be selective, she said.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":105167641,"gmtCreate":1670806627575,"gmtModify":1670806640567,"authorId":3578382329083125,"author":{"id":3578382329083125,"idStr":"3578382329083125","authorId":3578382329083125,"name":"Hayleyxn","avatar":"https://static.tigerbbs.com/38f91d6f48b5ef2c23595e416b33bb59","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9923105534,"type":1,"supId":0,"prevId":0,"content":"<u>ok</u>","text":"<u>ok</u>","html":"<u>ok</u>"}],"langContent":"EN"},{"id":9923105871,"gmtCreate":1670806614193,"gmtModify":1676538436363,"author":{"id":"4109941540501062","authorId":"4109941540501062","name":"买香蕉也用券","avatar":"https://community-static.tradeup.com/news/bd3a71caa40eb6e0d2468ff0ffa1a967","vip":1,"hat":"https://static.tigerbbs.com/a3dee1aa3a3a3c1814833a4d3f8a5669","crmLevel":2,"crmLevelSwitch":1,"idStr":"4109941540501062","authorIdStr":"4109941540501062"},"htmlText":"China number 1","listText":"China number 1","text":"China number 1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923105871","repostId":2290211331,"repostType":4,"repost":{"id":"2290211331","pubTimestamp":1670802274,"share":"https://ttm.financial/m/news/2290211331?lang=&edition=fundamental","pubTime":"2022-12-12 07:44","market":"us","language":"en","title":"China Stocks Are a Buy on Reopening, Top Money Managers Say","url":"https://stock-news.laohu8.com/highlight/detail?id=2290211331","media":"Bloomberg","summary":"About 60% of investors in Bloomberg survey bullish on ChinaReopening optimism, valuations among reas","content":"<html><head></head><body><ul><li>About 60% of investors in Bloomberg survey bullish on China</li><li>Reopening optimism, valuations among reasons given by managers</li></ul><p>The world’s top fund managers are mostly bullish on Chinese stocks for 2023, predicting that equities will continue to rally as strict coronavirus measures are relaxed.</p><p>About 60% of respondents in a Bloomberg News survey recommended buying the country’s stocks, while 31% said they are a sell. On top of optimism about China’s reopening, easing geopolitical tensions and cheap valuations are reasons to buy, according to the informal survey of 134 fund managers.</p><p>“It does seem like there is an evolution from China in terms of their Covid approach,” said Ben Powell, APAC chief investment strategist, BlackRock Investment Institute. He sees upside potential for earnings in China, and downside potential in the US and Europe.</p><p><img src=\"https://static.tigerbbs.com/5381f14766002c1cb97c08cec678e845\" tg-width=\"930\" tg-height=\"523\" width=\"100%\" height=\"auto\"/></p><p>After a rough year, Chinese stocks are ending 2022 with a big rebound. The Hang Seng China Enterprises Index stormed into a bull market in November, and is now up 38% since its October low, after surprise policy shifts from China’s government on Covid controls and supportive measures for the property sector. The gauge is still down 44% from its February 2021 peak.</p><p>Investors in the survey also see China’s stocks as attractively valued. The MSCI China Index is trading at 11 times forward earnings, below the average level for the past five years. And while the 12-month earnings forecast for the MSCI China Index has risen in the past month, it’s still well below pre-pandemic levels, Bloomberg data shows.</p><p>The bullishness on China was echoed this week by JPMorgan Chase &amp; Co. strategist Marko Kolanovic, who said in his 2023 outlook that he’s still positive on the country amid favorable monetary conditions and an eventual full reopening.</p><p>Still, not all survey participants were so positive. Fund managers said the biggest risks for Chinese equities are uncertainty about government policy and regulations.</p><p>“Headwinds remain, on the geopolitical front, on the reopening from zero-Covid policies, and on the regulatory environment,” said Fabiana Fedeli, CIO for equities, multi-asset and sustainabilty at M&amp;G Investments. While there are opportunities in China, investors need to be selective, she said.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China Stocks Are a Buy on Reopening, Top Money Managers Say</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina Stocks Are a Buy on Reopening, Top Money Managers Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-12 07:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-11/china-stocks-are-a-buy-on-reopening-top-money-managers-say?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>About 60% of investors in Bloomberg survey bullish on ChinaReopening optimism, valuations among reasons given by managersThe world’s top fund managers are mostly bullish on Chinese stocks for 2023, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-11/china-stocks-are-a-buy-on-reopening-top-money-managers-say?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSI":"恒生指数","09988":"阿里巴巴-W","NIO":"蔚来","HSTECH":"恒生科技指数"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-11/china-stocks-are-a-buy-on-reopening-top-money-managers-say?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290211331","content_text":"About 60% of investors in Bloomberg survey bullish on ChinaReopening optimism, valuations among reasons given by managersThe world’s top fund managers are mostly bullish on Chinese stocks for 2023, predicting that equities will continue to rally as strict coronavirus measures are relaxed.About 60% of respondents in a Bloomberg News survey recommended buying the country’s stocks, while 31% said they are a sell. On top of optimism about China’s reopening, easing geopolitical tensions and cheap valuations are reasons to buy, according to the informal survey of 134 fund managers.“It does seem like there is an evolution from China in terms of their Covid approach,” said Ben Powell, APAC chief investment strategist, BlackRock Investment Institute. He sees upside potential for earnings in China, and downside potential in the US and Europe.After a rough year, Chinese stocks are ending 2022 with a big rebound. The Hang Seng China Enterprises Index stormed into a bull market in November, and is now up 38% since its October low, after surprise policy shifts from China’s government on Covid controls and supportive measures for the property sector. The gauge is still down 44% from its February 2021 peak.Investors in the survey also see China’s stocks as attractively valued. The MSCI China Index is trading at 11 times forward earnings, below the average level for the past five years. And while the 12-month earnings forecast for the MSCI China Index has risen in the past month, it’s still well below pre-pandemic levels, Bloomberg data shows.The bullishness on China was echoed this week by JPMorgan Chase & Co. strategist Marko Kolanovic, who said in his 2023 outlook that he’s still positive on the country amid favorable monetary conditions and an eventual full reopening.Still, not all survey participants were so positive. Fund managers said the biggest risks for Chinese equities are uncertainty about government policy and regulations.“Headwinds remain, on the geopolitical front, on the reopening from zero-Covid policies, and on the regulatory environment,” said Fabiana Fedeli, CIO for equities, multi-asset and sustainabilty at M&G Investments. While there are opportunities in China, investors need to be selective, she said.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9923371404,"gmtCreate":1670805573808,"gmtModify":1676538435931,"author":{"id":"4133905720462982","authorId":"4133905720462982","name":"Young money","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4133905720462982","authorIdStr":"4133905720462982"},"htmlText":"Nice I like it","listText":"Nice I like it","text":"Nice I like it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923371404","repostId":2290211331,"repostType":2,"repost":{"id":"2290211331","pubTimestamp":1670802274,"share":"https://ttm.financial/m/news/2290211331?lang=&edition=fundamental","pubTime":"2022-12-12 07:44","market":"us","language":"en","title":"China Stocks Are a Buy on Reopening, Top Money Managers Say","url":"https://stock-news.laohu8.com/highlight/detail?id=2290211331","media":"Bloomberg","summary":"About 60% of investors in Bloomberg survey bullish on ChinaReopening optimism, valuations among reas","content":"<html><head></head><body><ul><li>About 60% of investors in Bloomberg survey bullish on China</li><li>Reopening optimism, valuations among reasons given by managers</li></ul><p>The world’s top fund managers are mostly bullish on Chinese stocks for 2023, predicting that equities will continue to rally as strict coronavirus measures are relaxed.</p><p>About 60% of respondents in a Bloomberg News survey recommended buying the country’s stocks, while 31% said they are a sell. On top of optimism about China’s reopening, easing geopolitical tensions and cheap valuations are reasons to buy, according to the informal survey of 134 fund managers.</p><p>“It does seem like there is an evolution from China in terms of their Covid approach,” said Ben Powell, APAC chief investment strategist, BlackRock Investment Institute. He sees upside potential for earnings in China, and downside potential in the US and Europe.</p><p><img src=\"https://static.tigerbbs.com/5381f14766002c1cb97c08cec678e845\" tg-width=\"930\" tg-height=\"523\" width=\"100%\" height=\"auto\"/></p><p>After a rough year, Chinese stocks are ending 2022 with a big rebound. The Hang Seng China Enterprises Index stormed into a bull market in November, and is now up 38% since its October low, after surprise policy shifts from China’s government on Covid controls and supportive measures for the property sector. The gauge is still down 44% from its February 2021 peak.</p><p>Investors in the survey also see China’s stocks as attractively valued. The MSCI China Index is trading at 11 times forward earnings, below the average level for the past five years. And while the 12-month earnings forecast for the MSCI China Index has risen in the past month, it’s still well below pre-pandemic levels, Bloomberg data shows.</p><p>The bullishness on China was echoed this week by JPMorgan Chase &amp; Co. strategist Marko Kolanovic, who said in his 2023 outlook that he’s still positive on the country amid favorable monetary conditions and an eventual full reopening.</p><p>Still, not all survey participants were so positive. Fund managers said the biggest risks for Chinese equities are uncertainty about government policy and regulations.</p><p>“Headwinds remain, on the geopolitical front, on the reopening from zero-Covid policies, and on the regulatory environment,” said Fabiana Fedeli, CIO for equities, multi-asset and sustainabilty at M&amp;G Investments. While there are opportunities in China, investors need to be selective, she said.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China Stocks Are a Buy on Reopening, Top Money Managers Say</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina Stocks Are a Buy on Reopening, Top Money Managers Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-12 07:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-11/china-stocks-are-a-buy-on-reopening-top-money-managers-say?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>About 60% of investors in Bloomberg survey bullish on ChinaReopening optimism, valuations among reasons given by managersThe world’s top fund managers are mostly bullish on Chinese stocks for 2023, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-11/china-stocks-are-a-buy-on-reopening-top-money-managers-say?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSI":"恒生指数","09988":"阿里巴巴-W","NIO":"蔚来","HSTECH":"恒生科技指数"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-11/china-stocks-are-a-buy-on-reopening-top-money-managers-say?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290211331","content_text":"About 60% of investors in Bloomberg survey bullish on ChinaReopening optimism, valuations among reasons given by managersThe world’s top fund managers are mostly bullish on Chinese stocks for 2023, predicting that equities will continue to rally as strict coronavirus measures are relaxed.About 60% of respondents in a Bloomberg News survey recommended buying the country’s stocks, while 31% said they are a sell. On top of optimism about China’s reopening, easing geopolitical tensions and cheap valuations are reasons to buy, according to the informal survey of 134 fund managers.“It does seem like there is an evolution from China in terms of their Covid approach,” said Ben Powell, APAC chief investment strategist, BlackRock Investment Institute. He sees upside potential for earnings in China, and downside potential in the US and Europe.After a rough year, Chinese stocks are ending 2022 with a big rebound. The Hang Seng China Enterprises Index stormed into a bull market in November, and is now up 38% since its October low, after surprise policy shifts from China’s government on Covid controls and supportive measures for the property sector. The gauge is still down 44% from its February 2021 peak.Investors in the survey also see China’s stocks as attractively valued. The MSCI China Index is trading at 11 times forward earnings, below the average level for the past five years. And while the 12-month earnings forecast for the MSCI China Index has risen in the past month, it’s still well below pre-pandemic levels, Bloomberg data shows.The bullishness on China was echoed this week by JPMorgan Chase & Co. strategist Marko Kolanovic, who said in his 2023 outlook that he’s still positive on the country amid favorable monetary conditions and an eventual full reopening.Still, not all survey participants were so positive. Fund managers said the biggest risks for Chinese equities are uncertainty about government policy and regulations.“Headwinds remain, on the geopolitical front, on the reopening from zero-Covid policies, and on the regulatory environment,” said Fabiana Fedeli, CIO for equities, multi-asset and sustainabilty at M&G Investments. While there are opportunities in China, investors need to be selective, she said.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9923356029,"gmtCreate":1670804007261,"gmtModify":1676538435405,"author":{"id":"3556245356712656","authorId":"3556245356712656","name":"JorgenS","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":4,"crmLevelSwitch":0,"idStr":"3556245356712656","authorIdStr":"3556245356712656"},"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923356029","repostId":2290211331,"repostType":4,"repost":{"id":"2290211331","pubTimestamp":1670802274,"share":"https://ttm.financial/m/news/2290211331?lang=&edition=fundamental","pubTime":"2022-12-12 07:44","market":"us","language":"en","title":"China Stocks Are a Buy on Reopening, Top Money Managers Say","url":"https://stock-news.laohu8.com/highlight/detail?id=2290211331","media":"Bloomberg","summary":"About 60% of investors in Bloomberg survey bullish on ChinaReopening optimism, valuations among reas","content":"<html><head></head><body><ul><li>About 60% of investors in Bloomberg survey bullish on China</li><li>Reopening optimism, valuations among reasons given by managers</li></ul><p>The world’s top fund managers are mostly bullish on Chinese stocks for 2023, predicting that equities will continue to rally as strict coronavirus measures are relaxed.</p><p>About 60% of respondents in a Bloomberg News survey recommended buying the country’s stocks, while 31% said they are a sell. On top of optimism about China’s reopening, easing geopolitical tensions and cheap valuations are reasons to buy, according to the informal survey of 134 fund managers.</p><p>“It does seem like there is an evolution from China in terms of their Covid approach,” said Ben Powell, APAC chief investment strategist, BlackRock Investment Institute. He sees upside potential for earnings in China, and downside potential in the US and Europe.</p><p><img src=\"https://static.tigerbbs.com/5381f14766002c1cb97c08cec678e845\" tg-width=\"930\" tg-height=\"523\" width=\"100%\" height=\"auto\"/></p><p>After a rough year, Chinese stocks are ending 2022 with a big rebound. The Hang Seng China Enterprises Index stormed into a bull market in November, and is now up 38% since its October low, after surprise policy shifts from China’s government on Covid controls and supportive measures for the property sector. The gauge is still down 44% from its February 2021 peak.</p><p>Investors in the survey also see China’s stocks as attractively valued. The MSCI China Index is trading at 11 times forward earnings, below the average level for the past five years. And while the 12-month earnings forecast for the MSCI China Index has risen in the past month, it’s still well below pre-pandemic levels, Bloomberg data shows.</p><p>The bullishness on China was echoed this week by JPMorgan Chase &amp; Co. strategist Marko Kolanovic, who said in his 2023 outlook that he’s still positive on the country amid favorable monetary conditions and an eventual full reopening.</p><p>Still, not all survey participants were so positive. Fund managers said the biggest risks for Chinese equities are uncertainty about government policy and regulations.</p><p>“Headwinds remain, on the geopolitical front, on the reopening from zero-Covid policies, and on the regulatory environment,” said Fabiana Fedeli, CIO for equities, multi-asset and sustainabilty at M&amp;G Investments. While there are opportunities in China, investors need to be selective, she said.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China Stocks Are a Buy on Reopening, Top Money Managers Say</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina Stocks Are a Buy on Reopening, Top Money Managers Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-12 07:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-11/china-stocks-are-a-buy-on-reopening-top-money-managers-say?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>About 60% of investors in Bloomberg survey bullish on ChinaReopening optimism, valuations among reasons given by managersThe world’s top fund managers are mostly bullish on Chinese stocks for 2023, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-11/china-stocks-are-a-buy-on-reopening-top-money-managers-say?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSI":"恒生指数","09988":"阿里巴巴-W","NIO":"蔚来","HSTECH":"恒生科技指数"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-11/china-stocks-are-a-buy-on-reopening-top-money-managers-say?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290211331","content_text":"About 60% of investors in Bloomberg survey bullish on ChinaReopening optimism, valuations among reasons given by managersThe world’s top fund managers are mostly bullish on Chinese stocks for 2023, predicting that equities will continue to rally as strict coronavirus measures are relaxed.About 60% of respondents in a Bloomberg News survey recommended buying the country’s stocks, while 31% said they are a sell. On top of optimism about China’s reopening, easing geopolitical tensions and cheap valuations are reasons to buy, according to the informal survey of 134 fund managers.“It does seem like there is an evolution from China in terms of their Covid approach,” said Ben Powell, APAC chief investment strategist, BlackRock Investment Institute. He sees upside potential for earnings in China, and downside potential in the US and Europe.After a rough year, Chinese stocks are ending 2022 with a big rebound. The Hang Seng China Enterprises Index stormed into a bull market in November, and is now up 38% since its October low, after surprise policy shifts from China’s government on Covid controls and supportive measures for the property sector. The gauge is still down 44% from its February 2021 peak.Investors in the survey also see China’s stocks as attractively valued. The MSCI China Index is trading at 11 times forward earnings, below the average level for the past five years. And while the 12-month earnings forecast for the MSCI China Index has risen in the past month, it’s still well below pre-pandemic levels, Bloomberg data shows.The bullishness on China was echoed this week by JPMorgan Chase & Co. strategist Marko Kolanovic, who said in his 2023 outlook that he’s still positive on the country amid favorable monetary conditions and an eventual full reopening.Still, not all survey participants were so positive. Fund managers said the biggest risks for Chinese equities are uncertainty about government policy and regulations.“Headwinds remain, on the geopolitical front, on the reopening from zero-Covid policies, and on the regulatory environment,” said Fabiana Fedeli, CIO for equities, multi-asset and sustainabilty at M&G Investments. While there are opportunities in China, investors need to be selective, she said.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9923353951,"gmtCreate":1670803868173,"gmtModify":1676538435327,"author":{"id":"4125148185432112","authorId":"4125148185432112","name":"AlanChong","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/a3dee1aa3a3a3c1814833a4d3f8a5669","crmLevel":4,"crmLevelSwitch":0,"idStr":"4125148185432112","authorIdStr":"4125148185432112"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923353951","repostId":2290211331,"repostType":4,"repost":{"id":"2290211331","pubTimestamp":1670802274,"share":"https://ttm.financial/m/news/2290211331?lang=&edition=fundamental","pubTime":"2022-12-12 07:44","market":"us","language":"en","title":"China Stocks Are a Buy on Reopening, Top Money Managers Say","url":"https://stock-news.laohu8.com/highlight/detail?id=2290211331","media":"Bloomberg","summary":"About 60% of investors in Bloomberg survey bullish on ChinaReopening optimism, valuations among reas","content":"<html><head></head><body><ul><li>About 60% of investors in Bloomberg survey bullish on China</li><li>Reopening optimism, valuations among reasons given by managers</li></ul><p>The world’s top fund managers are mostly bullish on Chinese stocks for 2023, predicting that equities will continue to rally as strict coronavirus measures are relaxed.</p><p>About 60% of respondents in a Bloomberg News survey recommended buying the country’s stocks, while 31% said they are a sell. On top of optimism about China’s reopening, easing geopolitical tensions and cheap valuations are reasons to buy, according to the informal survey of 134 fund managers.</p><p>“It does seem like there is an evolution from China in terms of their Covid approach,” said Ben Powell, APAC chief investment strategist, BlackRock Investment Institute. He sees upside potential for earnings in China, and downside potential in the US and Europe.</p><p><img src=\"https://static.tigerbbs.com/5381f14766002c1cb97c08cec678e845\" tg-width=\"930\" tg-height=\"523\" width=\"100%\" height=\"auto\"/></p><p>After a rough year, Chinese stocks are ending 2022 with a big rebound. The Hang Seng China Enterprises Index stormed into a bull market in November, and is now up 38% since its October low, after surprise policy shifts from China’s government on Covid controls and supportive measures for the property sector. The gauge is still down 44% from its February 2021 peak.</p><p>Investors in the survey also see China’s stocks as attractively valued. The MSCI China Index is trading at 11 times forward earnings, below the average level for the past five years. And while the 12-month earnings forecast for the MSCI China Index has risen in the past month, it’s still well below pre-pandemic levels, Bloomberg data shows.</p><p>The bullishness on China was echoed this week by JPMorgan Chase &amp; Co. strategist Marko Kolanovic, who said in his 2023 outlook that he’s still positive on the country amid favorable monetary conditions and an eventual full reopening.</p><p>Still, not all survey participants were so positive. Fund managers said the biggest risks for Chinese equities are uncertainty about government policy and regulations.</p><p>“Headwinds remain, on the geopolitical front, on the reopening from zero-Covid policies, and on the regulatory environment,” said Fabiana Fedeli, CIO for equities, multi-asset and sustainabilty at M&amp;G Investments. While there are opportunities in China, investors need to be selective, she said.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China Stocks Are a Buy on Reopening, Top Money Managers Say</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina Stocks Are a Buy on Reopening, Top Money Managers Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-12 07:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-11/china-stocks-are-a-buy-on-reopening-top-money-managers-say?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>About 60% of investors in Bloomberg survey bullish on ChinaReopening optimism, valuations among reasons given by managersThe world’s top fund managers are mostly bullish on Chinese stocks for 2023, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-11/china-stocks-are-a-buy-on-reopening-top-money-managers-say?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSI":"恒生指数","09988":"阿里巴巴-W","NIO":"蔚来","HSTECH":"恒生科技指数"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-11/china-stocks-are-a-buy-on-reopening-top-money-managers-say?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290211331","content_text":"About 60% of investors in Bloomberg survey bullish on ChinaReopening optimism, valuations among reasons given by managersThe world’s top fund managers are mostly bullish on Chinese stocks for 2023, predicting that equities will continue to rally as strict coronavirus measures are relaxed.About 60% of respondents in a Bloomberg News survey recommended buying the country’s stocks, while 31% said they are a sell. On top of optimism about China’s reopening, easing geopolitical tensions and cheap valuations are reasons to buy, according to the informal survey of 134 fund managers.“It does seem like there is an evolution from China in terms of their Covid approach,” said Ben Powell, APAC chief investment strategist, BlackRock Investment Institute. He sees upside potential for earnings in China, and downside potential in the US and Europe.After a rough year, Chinese stocks are ending 2022 with a big rebound. The Hang Seng China Enterprises Index stormed into a bull market in November, and is now up 38% since its October low, after surprise policy shifts from China’s government on Covid controls and supportive measures for the property sector. The gauge is still down 44% from its February 2021 peak.Investors in the survey also see China’s stocks as attractively valued. The MSCI China Index is trading at 11 times forward earnings, below the average level for the past five years. And while the 12-month earnings forecast for the MSCI China Index has risen in the past month, it’s still well below pre-pandemic levels, Bloomberg data shows.The bullishness on China was echoed this week by JPMorgan Chase & Co. strategist Marko Kolanovic, who said in his 2023 outlook that he’s still positive on the country amid favorable monetary conditions and an eventual full reopening.Still, not all survey participants were so positive. Fund managers said the biggest risks for Chinese equities are uncertainty about government policy and regulations.“Headwinds remain, on the geopolitical front, on the reopening from zero-Covid policies, and on the regulatory environment,” said Fabiana Fedeli, CIO for equities, multi-asset and sustainabilty at M&G Investments. While there are opportunities in China, investors need to be selective, she said.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9923323546,"gmtCreate":1670803059786,"gmtModify":1676538435055,"author":{"id":"3582018187984085","authorId":"3582018187984085","name":"sk27","avatar":"https://community-static.tradeup.com/news/9eff7bdabcd1448e80d9f4881925e9bb","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3582018187984085","authorIdStr":"3582018187984085"},"htmlText":"Great shopping spee","listText":"Great shopping spee","text":"Great shopping spee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9923323546","repostId":2290211331,"repostType":4,"repost":{"id":"2290211331","pubTimestamp":1670802274,"share":"https://ttm.financial/m/news/2290211331?lang=&edition=fundamental","pubTime":"2022-12-12 07:44","market":"us","language":"en","title":"China Stocks Are a Buy on Reopening, Top Money Managers Say","url":"https://stock-news.laohu8.com/highlight/detail?id=2290211331","media":"Bloomberg","summary":"About 60% of investors in Bloomberg survey bullish on ChinaReopening optimism, valuations among reas","content":"<html><head></head><body><ul><li>About 60% of investors in Bloomberg survey bullish on China</li><li>Reopening optimism, valuations among reasons given by managers</li></ul><p>The world’s top fund managers are mostly bullish on Chinese stocks for 2023, predicting that equities will continue to rally as strict coronavirus measures are relaxed.</p><p>About 60% of respondents in a Bloomberg News survey recommended buying the country’s stocks, while 31% said they are a sell. On top of optimism about China’s reopening, easing geopolitical tensions and cheap valuations are reasons to buy, according to the informal survey of 134 fund managers.</p><p>“It does seem like there is an evolution from China in terms of their Covid approach,” said Ben Powell, APAC chief investment strategist, BlackRock Investment Institute. He sees upside potential for earnings in China, and downside potential in the US and Europe.</p><p><img src=\"https://static.tigerbbs.com/5381f14766002c1cb97c08cec678e845\" tg-width=\"930\" tg-height=\"523\" width=\"100%\" height=\"auto\"/></p><p>After a rough year, Chinese stocks are ending 2022 with a big rebound. The Hang Seng China Enterprises Index stormed into a bull market in November, and is now up 38% since its October low, after surprise policy shifts from China’s government on Covid controls and supportive measures for the property sector. The gauge is still down 44% from its February 2021 peak.</p><p>Investors in the survey also see China’s stocks as attractively valued. The MSCI China Index is trading at 11 times forward earnings, below the average level for the past five years. And while the 12-month earnings forecast for the MSCI China Index has risen in the past month, it’s still well below pre-pandemic levels, Bloomberg data shows.</p><p>The bullishness on China was echoed this week by JPMorgan Chase &amp; Co. strategist Marko Kolanovic, who said in his 2023 outlook that he’s still positive on the country amid favorable monetary conditions and an eventual full reopening.</p><p>Still, not all survey participants were so positive. Fund managers said the biggest risks for Chinese equities are uncertainty about government policy and regulations.</p><p>“Headwinds remain, on the geopolitical front, on the reopening from zero-Covid policies, and on the regulatory environment,” said Fabiana Fedeli, CIO for equities, multi-asset and sustainabilty at M&amp;G Investments. While there are opportunities in China, investors need to be selective, she said.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China Stocks Are a Buy on Reopening, Top Money Managers Say</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina Stocks Are a Buy on Reopening, Top Money Managers Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-12 07:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-11/china-stocks-are-a-buy-on-reopening-top-money-managers-say?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>About 60% of investors in Bloomberg survey bullish on ChinaReopening optimism, valuations among reasons given by managersThe world’s top fund managers are mostly bullish on Chinese stocks for 2023, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-11/china-stocks-are-a-buy-on-reopening-top-money-managers-say?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSI":"恒生指数","09988":"阿里巴巴-W","NIO":"蔚来","HSTECH":"恒生科技指数"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-11/china-stocks-are-a-buy-on-reopening-top-money-managers-say?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290211331","content_text":"About 60% of investors in Bloomberg survey bullish on ChinaReopening optimism, valuations among reasons given by managersThe world’s top fund managers are mostly bullish on Chinese stocks for 2023, predicting that equities will continue to rally as strict coronavirus measures are relaxed.About 60% of respondents in a Bloomberg News survey recommended buying the country’s stocks, while 31% said they are a sell. On top of optimism about China’s reopening, easing geopolitical tensions and cheap valuations are reasons to buy, according to the informal survey of 134 fund managers.“It does seem like there is an evolution from China in terms of their Covid approach,” said Ben Powell, APAC chief investment strategist, BlackRock Investment Institute. He sees upside potential for earnings in China, and downside potential in the US and Europe.After a rough year, Chinese stocks are ending 2022 with a big rebound. The Hang Seng China Enterprises Index stormed into a bull market in November, and is now up 38% since its October low, after surprise policy shifts from China’s government on Covid controls and supportive measures for the property sector. The gauge is still down 44% from its February 2021 peak.Investors in the survey also see China’s stocks as attractively valued. The MSCI China Index is trading at 11 times forward earnings, below the average level for the past five years. And while the 12-month earnings forecast for the MSCI China Index has risen in the past month, it’s still well below pre-pandemic levels, Bloomberg data shows.The bullishness on China was echoed this week by JPMorgan Chase & Co. strategist Marko Kolanovic, who said in his 2023 outlook that he’s still positive on the country amid favorable monetary conditions and an eventual full reopening.Still, not all survey participants were so positive. Fund managers said the biggest risks for Chinese equities are uncertainty about government policy and regulations.“Headwinds remain, on the geopolitical front, on the reopening from zero-Covid policies, and on the regulatory environment,” said Fabiana Fedeli, CIO for equities, multi-asset and sustainabilty at M&G Investments. While there are opportunities in China, investors need to be selective, she said.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":105168004,"gmtCreate":1670807576499,"gmtModify":1670807589944,"authorId":3576136694569207,"author":{"id":3576136694569207,"idStr":"3576136694569207","authorId":3576136694569207,"name":"IAS","avatar":"https://static.tigerbbs.com/933fbcc1d9c75b4ff82486f8a48a3e7c","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9923323546,"type":1,"supId":0,"prevId":0,"content":"<span class=\"s1\">Yes<span class=\"Apple-converted-space\"> </span></span>","text":"<span class=\"s1\">Yes<span class=\"Apple-converted-space\"> </span></span>","html":"<span class=\"s1\">Yes<span class=\"Apple-converted-space\"> </span></span>"},{"id":105166834,"gmtCreate":1670803570684,"gmtModify":1670803583359,"authorId":3577917989847586,"author":{"id":3577917989847586,"idStr":"3577917989847586","authorId":3577917989847586,"name":"Holidaymood","avatar":"https://static.tigerbbs.com/c2f7be8cd64ecb0e1182c0d9afae636f","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9923323546,"type":1,"supId":0,"prevId":0,"content":"<span class=\"s1\">Yup</span>","text":"<span class=\"s1\">Yup</span>","html":"<span class=\"s1\">Yup</span>"}],"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":203,"commentSize":12,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}