Morgan Stanley says some Chinese stocks could be winners if U.S.-China relations improve. In one of its portfolios, the investment bank listed 30 Chinese companies that depend on the U.S. market for a major chunk of their revenue. And they have a track record: The stocks outperform the MSCI China index by an average of […] Read more
Goldman Sachs has named the Chinese stocks to buy in order to cash in on the country’s “clean tech revolution.” The bank’s analysts described this year as an “inflection point” for clean energy in China, and estimated that the country’s ambition to become carbon neutral by 2060 was a $16 trillion investment opportunity. Off the back […] Read more
Morgan Stanley has downgraded Chinese stocks, and reduced its rating on a major index which tracks Chinese shares listed overseas and off the mainland in Hong Kong. The investment bank cut its rating for the MSCI China to equal weight, or the same weight as the benchmark. The MSCI China index includes large-cap and mid-cap […] Read more
