Archive List for CNBC

‘No easy way’ to stimulate China’s consumption, says economist

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CNBC

Hao Hong, partner and chief economist at Grow Investment Group, discusses China’s November economic data dump, saying another cut in banks’ cash reserve ratio may not be “too helpful” at this stage.

Global banking outlook stabilizes, China lags behind: Moody’s Ratings

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David Yin, Vice President and Senior Credit Officer at Moody’s Ratings, says a negative outlook persists for Chinese banks despite an upgrade in global bank forecast. Chinese banks will continue to face pressure from weakened sovereign ratings, low interests rates, narrowing margins, and deposit competition.

Emerging markets can ‘shape their own future’ despite tariff headwinds: Portfolio Manager

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Derrick Irwin of Allspring Global Investments says the negativity surrounding emerging market equities presents interesting investment opportunities and that China is biding its time waiting for the new U.S. administration to take office before making new steps in its stimulus plans.

‘Full weight of tariffs’ on China could send the yuan to 8.42: Barclays

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Mitul Kotecha, Head of Asia FX and EM Macro Strategy at Barclays, explains why he thinks the Chinese authorities will have to depreciate the currency to mitigate the impact of tariffs.

Expect clear sailing for Nvidia’s growth story over the next 2 years, says Paul Meeks

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Paul Meeks of Harvest Portfolio Management says that he still thinks that Nvidia’s valuation is attractive from a price/earnings-to-growth ratio and that slowing demand for GPUs from AI hyperscalers is not a risk at Nvidia for 2025 and beyond.

Morgan Stanley CEO Ted Pick: US and China have a path to ‘mutually’ pro-growth solutions

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Ted Pick, CEO of Morgan Stanley, discusses the greatest risk to the markets, and the “unified motivation” the U.S. and China will have to handle potential tariffs in a mutually beneficially manner.

China might be more pressured by Europe tariffs than those by the U.S.

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William Lee of the Milken Institute says that Chinese President Xi is laying the groundwork at the G20 meeting to prepare for the changes to global trade when Trump takes office.

China equities have more upside than downside, says alternative asset manager

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Chris Gradel of PAG, one of Asia’s largest alternative asset managers, discusses foreign investor interest in China. He describes Chinese equities’ valuations as “cheap”, and private markets “reasonable”.

Market Veteran Mark Howards is optimistic on China’s long-term possibilities

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Mark Howards, co-chairman of Oaktree Capital Management, while optimistic on China said the country could not produce economic growth through stimulus “perpetually.”

China can manage increased tariffs, but fighting deflation will be more complicated: Economist

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Chetan Ahya of Morgan Stanley discusses what potential U.S. tariffs would mean for Asia.