# equities
Latest news and articles about equities
Total: 3 articles found
Ren Zeping Urges Investors to Embrace a ‘Slow Bull’ and the Long Wave — Markets Could Rebound
Prominent economist Ren Zeping has urged investors to position for a renewed upswing in Chinese equities and commodities, invoking long-wave (Kondratiev) cycles and warning against excessive short-term caution. His social-media remarks, mixing market advice with a colloquial contrast between conservative and opportunistic investors, could influence sentiment in retail-dominated Chinese markets and have knock-on effects for global commodity demand.
Maotai's Rally Reignites Talk of a Baijiu Bottom — But Seasonal Bounce or Structural Turn?
Kweichow Moutai’s shares and wholesale prices have both climbed in early February, rekindling speculation that China’s premium baijiu sector may be emerging from a multiyear trough. The move is supported by stronger seasonal demand, Moutai’s digital sales channel and modestly improved policy sentiment, but significant structural headwinds and divergent analyst valuations counsel caution.
China’s Great Deposit Migration: Trillions of Yuan Search New Homes as Time Deposits Mature
A large portion of China’s household time deposits — estimated by some commentators at 90–120 trillion yuan — will mature over 2025–26, pushing savers to reallocate into banks, wealth-management products, insurance, mortgages and equities. The migration could deepen equity financing for strategic industries while raising financial-stability risks if funds concentrate in smaller banks or opaque vehicles.