Investa Asset Management LLC
Call 512-800-8300 for more info

Archive for the China Stocks Category

Emerging Stocks Drop to Four-Month Low Amid Hong Kong Protests – Bloomberg 09-29-14

Salient to Investors: Hertta Alava at FIM Asset Mgmt said Hong Kong is usually very safe so the riots are unexpected, while Russia’s economy is getting weaker. Dmitry Polevoy at ING said the market is getting closer to panic, while the ‘ghost’ of peak external debt payments in September and

READ MORE...

Emerging Stocks Fall to Lowest Since May Amid U.S. Rate Concern – Bloomberg 09-25-14

Salient to Investors: Jonathan Garner at Morgan Stanley said the problems are more than just reaction to a Fed tightening, but include declining relative return on equity compared to developed markets. The Russian Micex is at 5 x estimated earnings, the cheapest in emerging markets. The MSCI Emerging Markets Index

READ MORE...

Gundlach Says China Stocks ‘Worth a Ride’, India Favorite – Bloomberg 09-09-14

Salient to Investors: Jeffrey Gundlach at DoubleLine Capital said: The Shanghai Composite Index is worth a speculation, but his favorite stock market long-term is India. Yields on 10-yr US Treasuries may reach 2.65% this year. Does not own any foreign currency bonds – the biggest risk in a rise in yields

READ MORE...

Emerging ETFs Turn Positive for 2014 as Outflows Reversed Bloomberg 07-25-14

Salient to Investors: Flows into emerging-market ETFs have turned positive for the year, reversing outflows in the first 2 1/2 months of 2014. The most inflows in 2014 have gone to India-focused ETFs. Investors have withdrawn $1.5 billion from China-targeted ETPs over concern over economic imbalances there. The RSI of the BlackRock ETF

READ MORE...

Hong Kong Bears Sell Priciest Stocks Since ‘02, Buy China – Bloomberg 07-10-14

Salient to Investors: Amundi Asset Management, Credit Suisse and Sumitomo Mitsui Trust Bank expect Hong Kong stocks to struggle as reduced Fed stimulus weighs on developers and banks that comprise over 35 percent of the index. Ayaz Ebrahim at Amundi Asset Mgmt says China is too cheap and is selling

READ MORE...

Dimensional Winning in Emerging Markets: Riskless Return – Bloomberg 07-08-14

Salient to Investors: Karen Umland at the DFA Emerging Markets Small Cap Portfolio Fund is slightly overweight India, and had 15 percent of holdings in Taiwan, over 14 percent in South Korea, over 14 percent in China, and 9.2 percent in Brazil at the end of Q1. Umland dislikes Russia

READ MORE...

Nasdaq Falls Most Since 2011 as Tech Selloff Resumes – Bloomberg 04-10-14

Salient to Investors: The Nasdaq Composite is at 35 times reported earnings  versus 17 for the S&P 500. Analysts forecast S&P 500 earnings climbed 1 percent in Q1. Chad Morganlander at Stifel Nicolaus said the rotation out of high-flying momentum stocks of 2013 into more value-driven opportunities will continue in the

READ MORE...

China: Finding Places Where The Government Is Going To Invest – Jim Rogers Blog 01-20-14

Salient to Investors: Jim Rogers writes: The Chinese say the big session in November 2013 was as important as those in 1978 and 1993. Invest where the Chinese government or any government, especially a big government, is going to put a lot of money. Read the full article at http://jimrogers-blog.blogspot.com/2014/01/china-finding-places-where-government_20.html Click

READ MORE...

Goldman Says Buy H-Shares Amid Growth: China Overnight – Bloomberg 12-02-13

Salient to Investors: Noah Weisberger at Goldman Sachs said: The Hang Seng China Enterprises Index will rise 18 percent to 13,600 by the end of 2014, the biggest gain since a rise of 62 percent in 2009, on prospects the economy will stabilize. Commodities will lag the rally in equities.

READ MORE...

Bank of America Predicts Stock Drop on Yield Jump: China Credit – Bloomberg 12-01-13

Salient to Investors: David Cui at Bank of America said China’s stocks may come under selling pressure within weeks just as surging borrowing costs preceded tumbling markets in 2010-2011, saying the crackdown on lending is different from a tightening in response to strong economic growth, often a positive sign for

READ MORE...