Processes To Question When Looking At Bearish Articles On Chinese Small Cap Stocks
Edward Vranic, CFA - at Seeking Alpha - Mon Jan 12, 3:22PM CST
CXDC: 3.98 (unch), NQ: 3.95 (-0.03)
Fosun Ups Club Med Bid, Anbang Courts Minsheng
Doug Young - at Seeking Alpha - Mon Dec 22, 3:36PM CST
Bottom line: Fosun ( OTCPK:FOSUY ) is prepared to up its latest bid for Club Med ( OTCPK:CLMDY ) by another 20-30 percent, while Anbang needs to be careful in its investments to avoid ending up with a portfolio of overvalued, underperforming assets....
Bank Stocks - Forget Canada, Buy China
Mark Liew - Seeking Alpha - Wed Dec 10, 1:54PM CST
Canadian Banks In a previous post last month, I wrote about how Canadian banks were trading at dangerous valuations. Since then, the 4 large Canadian banks have all reported disappointing earnings, and the stocks have sold off about 4% (there...
BMO: 63.14 (+0.31), TD: 44.57 (+0.14), RY: 62.26 (+0.23), BNS: 53.90 (+0.63)
High Net Worth Trends in China 2014
M2 - Wed Dec 03, 9:11AM CST
Research and Markets (http://www.researchandmarkets.com/research/54r392/high_net_worth) has announced the addition of the "High Net Worth trends in China 2014" report to their offering. The report focuses on HNWI performance between the end of 2008 (the peak before the global financial crisis) and the end of 2013. This enables us to determine how well the country's HNWIs have performed through the crisis. This report provides projections of the volume and wealth of China HNWIs. This includes demographic trends (2009-2013) and findings of the proprietary Wealth Insight HNWI Database. Scope: - Independent market sizing of China HNWIs across five wealth bands - HNWI volume and wealth trends from 2009 to 2013 - HNWI volume and wealth forecasts to 2018 - HNWI and UHNWI asset allocations across 13 asset classes - Number of UHNWIs in each state and all major cities - Fastest growing cities and states for UHNWIs (2009-2013) - Insights into the drivers of HNWI wealth Key Highlights: - There were 1,279,972 HNWIs in China in 2013. These HNWIs held US$4.3 trillion in wealth, and wealth per HNWI averaged US$3.4 million. - Chinese HNWI numbers increased by 5.5% in 2013, following a 11.8% increase in 2012. - Growth in HNWI wealth and volumes is expected to improve over the forecast period. The number of Chinese HNWIs is forecast to grow by 27.1%,to reach 1.7 millionby2018, while HNWI wealth is expected to grow by 46.5%, to reach US$7.12 trillion by the same year. Key Topics Covered: 1 Introduction 2 Executive Summary 3 Wealth Sector Fundamentals 4 Findings from the HNWI Database 5 Appendix Companies Mentioned - Agricultural Bank of China Ltd - Bank of China Ltd - Bank of Communications Co. Ltd - China CITIC Bank Corp. Ltd - China Construction Bank Corp - China Merchant Bank Co. Ltd - China Minsheng Banking Corp - Industrial Bank Co. Ltd - Industrial and Commercial Bank of China Ltd - Shanghai Pudong Development Bank Co. Ltd For more information visit http://www.researchandmarkets.com/research/54..._net_worth
HNWI Asset Allocation in China 2014
M2 - Wed Dec 03, 9:07AM CST
Research and Markets (http://www.researchandmarkets.com/research/n6cw7z/hnwi_asset) has announced the addition of the "HNWI Asset Allocation in China 2014" report to their offering. The report focuses on HNWI performance between the end of 2008 (the peak before the global financial crisis) and the end of 2013. This enables us to determine how well the country's HNWIs have performed through the crisis. This report provides the latest asset allocations of China HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of China HNWIs to 2018 and a comprehensive and robust background of the local economy. Key Highlights: - Real estate was the largest asset class for Chinese HNWIs in 2013,with 29.4% of total HNWI assets, followed by equities with 27.9%, business interests with 22.0%, cash and deposits with 13.6%, fixed-income with 3.7%, and alternatives with 3.4%. - Business interests, real estate and alternatives recorded growth at respective review-period rates of 131.2%, 128.2% and 123.6%. - Alternative assets held by Chinese HNWIs increased during the review period, from 3.1% of total HNWI assets in 2009 to 3.4% in 2013. HNWI allocations to commodities increased from 1.4% to 1.7% of total assets over the same period. - Allocations in commodities are expected to decline over the forecast period, to reach 1.2% of total HNWI assets by 2018, as global liquidity will tighten due to a forecast near-term drop in demand for raw materials from China. - Chinese HNWI liquid assets amounted to US$1.96 trillion in 2013, representing 45.2% of wealth holdings. Key Topics Covered: 1 Introduction 2 Executive Summary 3 Wealth Sector Fundamentals 4 Findings from the HNWI Database 5 Appendix Companies Mentioned - Agricultural Bank of China Ltd - Bank of China Ltd - Bank of Communications Co. Ltd - China CITIC Bank Corp. Ltd - China Construction Bank Corp - China Merchant Bank Co. Ltd - China Minsheng Banking Corp - Industrial Bank Co. Ltd - Industrial and Commercial Bank of China Ltd - Shanghai Pudong Development Bank Co. Ltd For more information visit http://www.researchandmarkets.com/research/n6cw7z/hnwi_asset
Challenges and Opportunities for the Wealth Sector in China 2014
M2 - Wed Dec 03, 9:07AM CST
Research and Markets (http://www.researchandmarkets.com/research/p2m3x2/challenges_and) has announced the addition of the "Challenges and Opportunities for the Wealth Sector in China 2014" report to their offering. The report focuses on HNWI performance between the end of 2008 (the peak before the global financial crisis) and the end of 2013. This enables us to determine how well the country's HNWIs have performed through the crisis. This report is a thorough analysis of China's Wealth Management and Private Banking sector, and the opportunities and challenges that it faces. Scope: - Independent market sizing of China HNWIs across five wealth bands - HNWI volume and wealth trends from 2009 to 2013 - HNWI volume and wealth forecasts to 2018 - HNWI and UHNWI asset allocations across 13 asset classes - Number of UHNWIs in each state and all major cities - Fastest growing cities and states for UHNWIs (2009-2013) - Insights into the drivers of HNWI wealth Key Highlights: - Chinese HNWIs held 18.4% (US$796.0 billion) of their wealth outside their home country at the end of 2013, which is below the world wide average of 20-30%. - It is expected foreign asset holdings to increase to US$1.17 trillion by 2018, accounting for 16.4% of total HNWI assets. - In 2013, the Asia-Pacific accounted for 65.7% of Chinese HNWIs foreign assets. - This was followed by North America with 12.4%, Europe with 8.8%, South America with 7.0%, Africa with 3.1% and the Middle East with 3.0%. - Chinese HNWI allocations to South America increased compared with other regions during the review period, from 4.8% in 2009 to 7.0% in 2013.The Asia-Pacific was the emerging region in terms of global investments. - HNWIs are expected to further increase their levels of investment in South America over the forecast period, to reach8.4% of foreign HNWI assets by 2018, with investments increasingly being diverted to emerging economies. Key Topics Covered: 1 Introduction 2 Executive Summary 3 Wealth Sector Fundamentals 4 Competitive Landscape of the Wealth Sector 5 Appendix Companies Mentioned - Agricultural Bank of China Ltd - Bank of China Ltd - Bank of Communications Co. Ltd - China CITIC Bank Corp. Ltd - China Construction Bank Corp - China Merchant Bank Co. Ltd - China Minsheng Banking Corp - Industrial Bank Co. Ltd - Industrial and Commercial Bank of China Ltd - Shanghai Pudong Development Bank Co. Ltd For more information visit http://www.researchandmarkets.com/research/p2...lenges_and
Ultra HNWIs in China in 2014
M2 - Wed Dec 03, 9:01AM CST
Research and Markets (http://www.researchandmarkets.com/research/2zvtxz/ultra_hnwis_in) has announced the addition of the "Ultra HNWIs in China in 2014" report to their offering. The report focuses on HNWI performance between the end of 2008 (the peak before the global financial crisis) and the end of 2013. This enables us to determine how well the country's UHNWIs have performed through the crisis. This report reviews the performance and asset allocations of Ultra HNWIs in China, and highlights top-performing cities. It also includes an evaluation of the local wealth management industry. Key Highlights: - There were 7,905 UHNWIs in China in 2013, with an average per capita wealth of US$140.4 million, making them a prime target group for wealth sector professionals. Of this total, there were 172billionaires, 2,639 centimillionaires and 5,093 affluent millionaires. - UHNWIs accounted for 0.6% of the total Chinese HNWI population in 2013; lower than the global average of 0.7%. The number of Chinese UHNWIs increased by 81.5% during the review period, from 4,356 in 2009 to 7,905 in 2013. - There was a wide range of performance between the different UHNWI wealth bands; while the number of billionaires increased by 182.0%, the number of centimillionaires and affluent millionaires increased by 88.4% and 76.0% respectively. - It is expected the number of UHNWIs to increase by 27.2%, to reach 10,853 in 2018. This will include 242billionaires, 3,627 centimillionaires and 6,985 affluent millionaires. Key Topics Covered: 1 Introduction 2 Executive Summary 3 Wealth Sector Fundamentals 4 Findings from the HNWI Database 5 Analysis of Chinese HNWI Investments 6 Competitive Landscape of the Wealth Sector 7 Appendix Companies Mentioned - Agricultural Bank of China Ltd - Bank of China Ltd - Bank of Communications Co. Ltd - China CITIC Bank Corp. Ltd - China Construction Bank Corp - China Merchant Bank Co. Ltd - China Minsheng Banking Corp - Industrial Bank Co. Ltd - Industrial and Commercial Bank of China Ltd - Shanghai Pudong Development Bank Co. Ltd For more information visit http://www.researchandmarkets.com/research/2z...a_hnwis_in
China Wealth Report 2014
M2 - Tue Nov 25, 12:07PM CST
Research and Markets (http://www.researchandmarkets.com/research/27z5zp/china_wealth) has announced the addition of the "China Wealth Report 2014" report to their offering. The China Wealth Report 2014 is an unparalleled resource and the leading resource of its kind. Compiled and curated by a team of expert research specialists, the report comprises a wide variety of data that is created based on over 115,000 HNWIs from around the world in our database. The report reviews the performance and asset allocations of HNWIs and ultra-HNWIs. The report also includes projections of the volume, wealth and asset allocations of the HNWIs to 2018 and a comprehensive background of the local economy. The report provides a thorough analysis of the Private Banking and Wealth Management sector, latest merger and acquisition activity and the opportunities and challenges that it faces. It also provides detailed information on HNWIs volumes in each major city. Key Highlights: - There were 1,279,972 HNWIs in China in 2013. These HNWIs held US$4.3 trillion in wealth, and wealth per HNWI averaged US$3.4 million. - Chinese HNWI numbers increased by 5.5% in 2013, following a 11.8% increase in 2012. - Growth in HNWI wealth and volumes is expected to improve over the forecast period. The number of Chinese HNWIs is forecast to grow by 27.1%, to reach 1.7 million by 2018, while HNWI wealth is expected to grow by 46.5%, to reach US$7.12 trillion by the same year. - Chinese HNWIs held 18.4% (US$796.0 billion) of their wealth outside their home country at the end of 2013, which is below the worldwide average of 20-30%. Key Topics Covered: 1 Introduction 2 Executive Summary 3 Wealth Sector Fundamentals 4 Findings from the HNWI Database 5 Analysis of Chinese HNWI Investments 6 Competitive Landscape of the Wealth Sector 7 Appendix Companies Mentioned - Agricultural Bank of China Ltd - Bank of China Ltd - Bank of Communications Co. Ltd - China CITIC Bank Corp. Ltd - China Construction Bank Corp - China Merchant Bank Co. Ltd - China Minsheng Banking Corp - Industrial Bank Co. Ltd - Industrial and Commercial Bank of China Ltd - Shanghai Pudong Development Bank Co. Ltd For more information visit http://www.researchandmarkets.com/research/27...ina_wealth
Art e-Commerce Company HIHEY.COM Receives Series-B Investment
PR Newswire - Thu Nov 13, 7:08AM CST
An advertisement on the large screen which overlooks New York's Times Square spelling out "the largest art e-commerce company" in Chinese characters stood out against all the others. The ad was issued by HIHEY.COM, the art trading website located in Beijing's 798 art gallery district. The website recently announced that it had received a series-B investment of about US$100 million from CITIC Securities and Shenzhen Capital Group after obtaining an equity investment from China Minsheng Banking Corporation.
How to Play China Stocks Like the Institutionals Play in Shanghai
at The Street - Mon Oct 20, 5:10AM CDT
Major institutional investors have stepped up buying mainland Chinese stocks in recent months. But retail investors who want to play have to use the backdoor. Psst, we have the key.
SHI: 30.03 (-0.13), PTR: 111.79 (+0.37)
JinkoSolar Signs RMB1 Billion Strategic Financing Agreement with China Minsheng Bank
PR Newswire - Wed Jul 16, 6:00AM CDT
JinkoSolar Holding Co., Ltd. ("JinkoSolar" or the "Company"
JKS: 21.90 (+0.03)
High Net Worth Trends in China to 2013-2017
M2 - Mon Jul 07, 5:58AM CDT
Research and Markets (http://www.researchandmarkets.com/research/46fxvv/high_net_worth) has announced the addition of the "High Net Worth Trends in China to 2013" report to their offering. This report is the result of extensive research covering the high net worth individual (HNWI) population and wealth management market in China. It focuses on HNWI performance between the end of 2007 (the peak before the global financial crisis) and the end of 2012. This enables us to determine how well the country's HNWIs have performed through the crisis. Key Highlights - There were just over 1.4 million HNWIs in China in 2012, holding US$5.2 trillion in wealth, equivalent to 27% of country's total individual wealth. - Chinese HNWIs over performed compared to the global average during the review period. As is evident, the number of HNWIs in China increased by around 89.9% during the review period from 779,896 HNWIs in 2008 to 1,481,363 HNWIs in 2012. Local HNWI wealth also increased by 171%, from US$2.5 trillion in 2008 to US$5.2 trillion in 2012. - Growth in HNWI wealth and volume is expected to improve over the forecast period. The total number of Chinese HNWIs is forecast to grow by 34%, to reach 2.2 million in 2017. HNWI wealth will record a percentage increase, of 50% to reach US$9.4 trillion by 2017. Key Topics Covered: 1 Introduction 2 Executive Summary 3 Wealth Sector Fundamentals 4 Findings from the WealthInsight HNWI Database 5 Appendix Companies Mentioned - AMC Group Asset management China - Agricultural Bank of China - Bank of China - Bank of Communications - Bank of Dalian - Bank of Jiangsu - China Citic Bank - China Construction Bank - China Everbright Bank - China Merchants Bank - China Minsheng Banking Corp - Industrial & Commercial Bank of China - Serficom Investment consulting Co. Ltd - Standard Chartered Private Bank - The Bank of East Asia (China) Ltd For more information visit http://www.researchandmarkets.com/research/46..._net_worth
Challenges and Opportunities for the Wealth Sector in China 2013-2017
M2 - Thu Jun 26, 9:19AM CDT
Research and Markets (http://www.researchandmarkets.com/research/tfnh9g/challenges_and) has announced the addition of the "Challenges and Opportunities for the Wealth Sector in China 2013" report to their offering. This report is a thorough analysis of China's Wealth Management and Private Banking sector, and the opportunities and challenges that it faces. This report is the result of extensive research covering the high net worth individual (HNWI) population and wealth management market in China. It focuses on HNWI performance between the end of 2007 (the peak before the global financial crisis) and the end of 2012. This enables us to determine how well the country's HNWIs have performed through the crisis. Scope Independent market sizing of China HNWIs across five wealth bands HNWI volume and wealth trends from 2008 to 2012 HNWI volume and wealth forecasts to 2017 HNWI and UHNWI asset allocations across 13 asset classes Number of UHNWIs in each state and all major cities Fastest growing cities and states for UHNWIs (2008-2012) Insights into the drivers of HNWI wealth Key Highlights - In 2012, there were approximately 1.4 million core millionaires in China, with a combined wealth of US$3.8 trillion and an average wealth of US$2.6 million. - The number of core HNWIs increased by 89.8% from 755,503 in 2008 to 1,472,276 in 2012. - According to WealthInsight's projections, the number of core HNWIs in China will grow by 34% over the forecast period to reach 2,364,857 by 2017. Key Topics Covered: 1 Introduction 2 Executive Summary 3 Wealth Sector Fundamentals 4 Competitive Landscape of the Wealth Sector 5 Appendix Companies Mentioned - AMC Group Asset management China - Agricultural Bank of China - Bank of China - Bank of Communications - Bank of Dalian - Bank of Jiangsu - China Citic Bank - China Construction Bank - China Everbright Bank - China Merchants Bank - China Minsheng Banking Corp - Industrial & Commercial Bank of China - Serficom Investment consulting Co. Ltd - Standard Chartered Private Bank - The Bank of East Asia (China) Ltd For more information visit http://www.researchandmarkets.com/research/tf...lenges_and
HNWI Asset Allocation in China to 2013-2017
M2 - Thu Jun 19, 5:56AM CDT
Research and Markets (http://www.researchandmarkets.com/research/z9cq5z/hnwi_asset) has announced the addition of the "HNWI Asset Allocation in China to 2013" report to their offering. This report is the result of extensive research covering the high net worth individual (HNWI) population and wealth management market in China. focuses on HNWI performance between the end of 2007 (the peak before the global financial crisis) and the end of 2012. This enables us to determine how well the country's HNWIs have performed through the crisis. Summary This report provides the latest asset allocations of China HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of China HNWIs to 2017 and a comprehensive and robust background of the local economy. Key Highlights - In 2012, real estate was the largest asset class for Chinese HNWIs (29.7% of total HNWI assets), followed by equities (26.3 %), business interests (22%), cash and deposits (14.4%), alternatives (3.9%) and fixed income (3.9%). - Equities recorded the strongest growth during the review period, despite the trend for a movement into safer assets during the financial crisis. - Alternative assets held by Chinese HNWIs decreased during the review period, from 3.9% of total HNWI assets in 2008 to 3.7% in 2012. This was due to the weak performance of hedge funds and private equity holdings. - The share of equities is expected to grow over the forecast period, followed by real estate. Fixed income will be the worst-performing asset class. Consequently, there will be a movement away from fixed income and towards real estate and equities. - As of 2012, HNWI liquid assets amounted to US$1.1 trillion, representing 22.1% of the wealth holdings of Chinese HNWIs. Key Topics Covered: 1 Introduction 2 Executive Summary 3 Wealth Sector Fundamentals 4 Analysis of Chinese HNWI Investments 5 Appendix Companies Mentioned - AMC Group Asset management China - Agricultural Bank of China - Bank of China - Bank of Communications - Bank of Dalian - Bank of Jiangsu - China Citic Bank - China Construction Bank - China Everbright Bank - China Merchants Bank - China Minsheng Banking Corp - Industrial & Commercial Bank of China - Serficom Investment consulting Co. Ltd - Standard Chartered Private Bank - The Bank of East Asia (China) Ltd For more information visit http://www.researchandmarkets.com/research/z9cq5z/hnwi_asset