Displaying items by tag: regulation

Wednesday, 15 September 2021 19:28

Volatility is an Equity Ally

Chinese regulators have come after everything from internet companies to education platforms, and this has left many investors skittish. Investors that would have maintained their convictions would have been well-suited, as since mid-August Chinese internet companies have bounced. Over this same time frame the MSCI Emerging Market Index, which holds a large share of Chinese companies, has doubled the return in the S&P 500. China’s focus on future regulation will better promote growth moving forward. The structure formed may benefit semiconductor companies, smart manufacturing, alternative energy, machine learning, cloud computing, autonomous vehicles, and other internet-related companies. Finally, Chinese companies have been quick to undue overwrought regulation and long-term regulation will be moderate.


FINSUM: Investors shouldn’t be too fickle with China, don’t spend too much time trying to nail regulatory swells, and embrace the long haul.

Published in Eq: Asia

(Shanghai)

Central Bank Governor Yi Gang said that Chinese financial institutions will have to…see the full story on our partner Magnifi’s site

Published in Eq: Asia
Friday, 09 April 2021 14:26

Chinese Tech Stocks' Slip is an Opportunity

(Shanghai)

Chinese technology and financial regulation have been on the rise. And big tech companies such as…see the full story on our partner Magnifi’s site

Published in Eq: Asia
Thursday, 25 March 2021 16:59

Chinese Banking Experiences Unprecedented Rally

(Beijing)

The Chinese banking sector has a tighter leash with regulators than most all other countries. For the most part, this…See the full story on our partner Magnifi’s site.

Published in Eq: Asia
Wednesday, 06 January 2021 19:10

SEC May Make Big Changes to the Muni Market

(New York)

One of the big risks to the muni sector that has gone underappreciated by the financial media and investing community is the threat of the soon-to-be revamped SEC making some big changes to the asset class. The reason for concern is that Elad Roisman has just been appointed interim chief of the SEC. Roisman has long had a focus on transparency in fixed income markets, which he and others at the SEC feel is too opaque. This has raised the risk of new regulation in the space. That said, his short term before likely being replaced by Biden will limit his time frame to change any policy.


FINSUM: Roisman is a Republican and was previously chief counsel at NYSE Euronext, which gives him a very significant command of market structure. This would certainly equip him with the know-how to overhaul fixed income markets, but unless the Biden administration wants that to be a focus, it doesn’t seem he will have enough time. Bullet dodged or opportunity missed?

Published in Bonds: Munis
Page 5 of 8

Contact Us

Newsletter

Subscribe

Subscribe to our daily newsletter

Top
We use cookies to improve our website. By continuing to use this website, you are giving consent to cookies being used. More details…