Mainland Chinese investors are accelerating their exit from Hong Kong-listed shares, signaling impatience with big technology firms’ inability to translate artificial intelligence spending into earnings growth. Southbound investors sold HK$7.4 billion ($946 million) worth of stocks traded in the Asian financial hub on Thursday, adding to the HK$4 billion of such sales the previous day and marking ...
Mainland Chinese investors are accelerating their exit from Hong Kong-listed shares, signaling impatience with big technology firms’ inability to translate artificial intelligence spending into earnings growth. Southbound investors sold HK$7.4 billion ($946 million) worth of stocks traded in the Asian financial hub on Thursday, adding to the HK$4 billion of such sales the previous day and marking the heaviest outflow since a record in late August. The selling came as the Hang Seng Tech Index slumped deeper into a bear market after falling around 5% since Monday, with Baidu Inc., Kuaishou Technology and Meituan among the worst performers. The quickening exodus is the latest indication that China’s Internet behemoths are losing favor to onshore AI hardware stocks that have delivered earnings growth. Southbound investors’ lack of access to Hong Kong-listed chip firms such as Zhipu and Minimax Group Inc., both of which have yet to join a trading link with the mainland bourses, as well as an appreciating yuan, are also denting the appeal of the city’s shares. In a sign of authorities’ intention to slow the yuan’s gains, China’s central bank on Friday announced the removal of the additional charge for betting against the currency in the derivatives market.
The average one-year price target for CaixaBank, S.A. - Depositary Receipt (OTCPK:CAIXY) has been revised to $4.88 / share. This is an increase of 25.13% from the prior estimate of $3.90 dated February 3, 2026. The price target is an average of many targets pr
The average one-year price target for CaixaBank, S.A. - Depositary Receipt (OTCPK:CAIXY) has been revised to $4.88 / share. This is an increase of 25.13% from the prior estimate of $3.90 dated February 3, 2026. The price target is an average of many targets pr
Eastspring Investments Asian Equity Portfolio Specialist Ken Wong speaks on Bloomberg TV about bright spots for investors seeking growth in key Asian markets including South Korea, Taiwan and India. (Source: Bloomberg)
Eastspring Investments Asian Equity Portfolio Specialist Ken Wong speaks on Bloomberg TV about bright spots for investors seeking growth in key Asian markets including South Korea, Taiwan and India. (Source: Bloomberg)
Dragon Claws/iStock via Getty Images This article is part of a series that provides an ongoing analysis of the changes made to George Soros's 13F stock portfolio on a quarterly basis. It is based on George Soros's regulatory 13F Form filed on 02/13/2026. Please visit our Tracking Soros Fund Management Holdings article for an idea on his investment philosophy and our previous update for the fund's ...
Dragon Claws/iStock via Getty Images This article is part of a series that provides an ongoing analysis of the changes made to George Soros's 13F stock portfolio on a quarterly basis. It is based on George Soros's regulatory 13F Form filed on 02/13/2026. Please visit our Tracking Soros Fund Management Holdings article for an idea on his investment philosophy and our previous update for the fund's moves during Q3 2025. Soros Fund Management invests globally and the long positions in the US market reported in the 13F filings represent ~25% of the overall portfolio. The 13F portfolio value increased from $7.02B to $8.63B this quarter. The number of positions increased from 184 to 244. Very small stock positions, short and long positions in index ETFs, and large debt holdings together account for well over 50% of the 13F holdings. The investments are diversified with a large number of very small equity positions, a small number of large equity positions, and a few large debt holdings. The focus of this article is on the larger equity positions. The top three individual stocks held as of Q4 2025 were Amazon, Alphabet, Salesforce. To learn about Soros' distinct trading style and philosophy, check out his classic book "The Alchemy of Finance" and other works. New Stakes: CoreWeave ( CRWV ) Puts: The 1.43% CRWV Short Position through Puts was established this quarter as the stock traded between ~$64 and ~$153. It is now at $97.63. New Gold Inc. ( NGD ): The ~1% NGD position was established this quarter at prices between $6.01 and $9.59. The stock currently trades well above that range at $13.14. Amicus Therapeutics ( FOLD ), Clearwater Analytics ( CWAN ), Dayforce Inc. (DAY), Medline Inc. ( MDLN ), Hologic Inc. ( HOLX ), Cidara Therapeutics (CDTX), Avidity Biosciences ( RNAM ), Huntsman Corp ( HUN ) & Calls, ITT Inc. ( ITT ), Janus Henderson Group ( JHG ), Hillenbrand Inc. ( HI ), and Synovus Financial ( SNV ): These are small new positions purchased during the quarter. Sta...
Masato Kanda, President of the Asian Development Bank and former Japanese Vice Minister of Finance for International Affairs, says trade uncertainties and geopolitical tensions are dampening investment in Asia. He also discusses Japan's fiscal and monetary policy with Bloomberg's Shery Ahn on The China Show. (Source: Bloomberg)
Masato Kanda, President of the Asian Development Bank and former Japanese Vice Minister of Finance for International Affairs, says trade uncertainties and geopolitical tensions are dampening investment in Asia. He also discusses Japan's fiscal and monetary policy with Bloomberg's Shery Ahn on The China Show. (Source: Bloomberg)
Bitcoin (CRYPTO: BTC) is headed for its worst month since June 2022, with analyst James Check, arguing every indicator shows bottom formation even as BTC is down to the low $60,000s. The Worst Month Since Terra Collapse Bitcoin is on...
Bitcoin (CRYPTO: BTC) is headed for its worst month since June 2022, with analyst James Check, arguing every indicator shows bottom formation even as BTC is down to the low $60,000s. The Worst Month Since Terra Collapse Bitcoin is on...