Zeng Yan Browse All Authors Top 9 quotes by Zeng Yan You don't see any convincing reason to buy stocks at the moment, even if MSCI decides in favour of a China inclusion, it would still take at least six months for global fund managers to increase their China allocation. Short-term impact is limited. Zeng Yan industrials Investors are now betting that government stimulus can feed into companies' second-quarter profit. Zeng Yan industrials These data will be closely watched by investors who are looking for fresh evidence that the economy is stabilizing. Zeng Yan industrials Potential default threatens to push up borrowing costs, and is negative to stocks as well. Zeng Yan industrials Whether China's economy has hit bottom still needs more proof, it's a very sensitive time for the market so any negative news would prompt investors to reduce their positions, especially ahead of Tomb Sweeping Day. Zeng Yan industrials There was some confusion over the government's policy directions. Now, investors have much clearer expectations. Zeng Yan industrials Today's investor sentiment in China's stock market is damped by last week's global equity sell-off, but the impact could be temporary. Zeng Yan industrials Today's investor sentiment in China is damped by last week's global equity sell-off. Zeng Yan most-read-articles In a bear market, investors would use any rebound to cut equity holdings, and that has been the trading pattern recently, there are no changes in fundamentals: yuan depreciation concerns are still there, the economy remains in bad shape, and market liquidity tends to be tight. Zeng Yan top-news
