In this very topical three-part video interview, Ben McLannahan, Asia Lex Writer of the Financial Times, sits down with Jing Ulrich, Chairman of China Equities and Commodities at JPMorgan, to discuss the outlook for Chinese stocks, Chinese market reforms, the renminbi, commodities and IPOs in Hong Kong and Shanghai.
Part 1: What now for Chinese stocks
Ulrich says earnings growth – not easy credit from bank lending – will be the primary factor driving the A share market in 2010.
Click here or on the image below to view Part 1 of the interview.
Part 2: China’s market reforms and the renminbi
Ulrich considers whether a one-off appreciation of the renminbi is possible this year and the extent of Chinese regulators’ commitment of reforming capital markets.
Click here to view Part 2 of the interview.
Part 3: IPOs in Hong Kong and Shanghai
Ulrich discusses the robust pipeline of IPOs coming to the Hong Kong and Shanghai exchanges and recommends commodities likely to benefit from voracious demand from China.
Click here to view Part 3 of the interview.
Source: Ben McLannanhan, Financial Times (here, here and here), January 20, 2010.
