Categories: Investment

Chinese IPOs Flop in Hong Kong

Posted by: Bruce Einhorn on October 02

So much for the revival of the IPO market in Hong Kong. Demand for new listings evaporated after the Lehman bankruptcy last year, but signs of economic recovery in China...

China's Unfortunately Named New GEM

Posted by: Bruce Einhorn on September 29

For a decade, Chinese officials have been talking about launching a Nasdaq-style market catering to small and mid-sized companies. The wait is almost over. Next month - after the week-long...

Wen Hints China Will Keep its Easy-Money Policy

Posted by: Bruce Einhorn on September 02

The Shanghai stock market took a beating in August, tumbling 25%, amid investor worries the Chinese government is readying to cut back on lending by the state-owned banks. Yesterday Chinese...

The Bear is Back as Chinese Stocks Plunge

Posted by: Bruce Einhorn on August 31

It’s been a month to forget for Chinese investors, and the last day of August was the worst of all. The Shanghai benchmark index plunged 6.7% today, its worst one-day...

China Detains Rio Tinto Workers

Posted by: Bruce Einhorn on July 09

While the world’s media are rightly focusing on the brutal ethnic clashes in Xinjiang, the arrest of a handful of people thousands of miles away from Urumqi could end being...

Coke CEO on China and India

Posted by: Bruce Einhorn on June 23

I’m in Nanchang, capital of Jiangxi province in central China, where Coca-Cola has just opened a bottling plant. Muhtar Kent, Coke’s chairman and CEO, flew in for the opening and...

Arcelor Mittal $8 billion Indonesian deal goes sour

Posted by: Frederik Balfour on May 05

We rarely write about Indonesia in the Eye on Asia blog, and when we do, it’s usually prompted by bad news. Well, today’s posting will continue in that tradition I’m...

Coke Sends a Message to China Officials

Posted by: Bruce Einhorn on March 06

For almost half a year, Coca-Cola executives have been waiting for China to give the OK to Coke's proposed takeover of Huiyuan, the big Chinese juice company. Coke announced the...

Indian Corporate Governance: Substandard, But Better Than Most Emerging Markets

Posted by: David Rocks on January 13

After the Satyam scandal, I started wondering how corporate governance in India stacks up against other emerging markets. I did a bit of digging around online, and found an interesting...

Las Vegas Sands Asian Gamble Drags Adelson down

Posted by: Frederik Balfour on November 07

I remember how Sheldon Adelson seemed to be on top of the world the night the Venetian hotel and casino complex in Macao opened on August 28 2007. Standing beside...

Some Stock Markets Never Recover. See Japan & Taiwan.

Posted by: Bruce Einhorn on October 29

Many investors in the U.S. brave enough to look at their latest 401k statements are telling themselves not to worry, since in the long run investing in equities is the...

Pakistan's Stock Exchange Needs Life Support

Posted by: Frederik Balfour on October 28

Here’s a quick quiz: Which Asian stock market has declined the least in the past two months? The answer is the Karachi Stock Exchange , which thanks to a “circuit...

Sony Shock Déjà vu?

Posted by: Kenji Hall on October 24

Sony Shock déjà vu? Sony's profit warning less than 24 hours earlier triggered a dramatic sell-off in Japanese stocks on Oct. 24. By the end of the day, the Nikkei...

China's Stock Market Makes a 9.46% Dead Cat Bounce

Posted by: Frederik Balfour on September 19

How do you say “dead cat bounce” in Chinese? The Shanghai stock market surged 9.46% on Friday, but it’s still down more than 60% this year. The jump came on...

Why Beijing Will OK Coke's China Deal

Posted by: Bruce Einhorn on September 08

In his China column on MarketWatch Craig Stephen writes investors are worried the Chinese government might nix Coke's proposed $2.4 billion takeover of Huiyuan, the country's top juice maker: "Rumblings...

Olympic Success Cannot Lift Shanghai Stocks

Posted by: Frederik Balfour on August 19

It sure looks like even China’s mighty Olympic gold medal tally isn't enought to lift investor spirits in China. The Shanghai Composite Index touched a new 20 month low on...

Why the rich aren't like you and me

Posted by: Frederik Balfour on June 26

Want some sobering news? The rich keep getting richer and the super rich are getting super-super rich even faster than the rich. For those of us struggling to make...

Pakistan trying to attract Chinese money

Posted by: Bruce Einhorn on June 19

Chinese investors may have had their share of difficulties in India, but going by the reception that one of China's top business leaders has just received in Pakistan, they're seeing...

India a New Favorite for Private Equity

Posted by: Bruce Einhorn on May 28

For as long as I can remember, China has attracted most of the foreign direct investment in Asia, with everybody else fighting over the scraps. An item from India’s Economic...

Japan to Global Investors: Shareholder Activism Won't Work Here

Posted by: Kenji Hall on April 17

It was a blow to good corporate governance or a victory for national security, depending on which side you’re rooting for. Either way, Japan’s April 16 decision to block The...

Sovereign Wealth Funds: Taiwan's Turn?

Posted by: Bruce Einhorn on March 07

Singapore, the Saudis and other Gulf states have gotten lots of attention lately for their sovereign wealth funds, vehicles that invest billions of the countries’forex reserves. The Chinese last year...

Reliance Power IPO listing

Posted by: Manjeet Krpalani on February 11

The Bombay Stock Exchange was so bedecked, it almost looked like it was hosting a wedding. Instead, it was the listing of the initial public offering of Reliance Power, a...

Extreme investing? Think Pakistan

Posted by: Frederik Balfour on January 11

For investors with a really strong stomach for risk, [and possibly bloodshed], Merrill Lynch is touting the charms of the Karachi Stock Market. At a media briefing in Hong Kong...

China's stocking stuffer for Morgan Stanley

Posted by: Frederik Balfour on December 20

China's $200 billion sovereign wealth fund has clearly gotten into the seasonal spirit of giving. The $5 billion investment it's making in Morgan Stanley is quite the little stocking stuffer...

Japan's Fund Envy

Posted by: Kenji Hall on December 06

With billion-dollar funds from Dubai, Russia and Brazil shaking up the world's wealthiest markets, Japan appears to be suffering from a serious case of fund-envy. Over the next year, Japan's...