25 November 2022
Market View: China’s reopening - Wang Yi Ming’s China 5% GDP growth forecast next year, Bill Ackman’s comment on Hong Kong dollar’s peg, EV sales, Support for the property sector
We’re going to wrap up the week by talking about China. Investors have been keeping a close eye on China’s reopening as the country reported its highest number of daily Covid-19 cases since the start of the pandemic this week.
While China has all along stuck to its zero-Covid policy,  what’s more tricky this time round is that the development came after China recently dialled back on some of its pandemic measures, signalling a renewed focus on growth.
With China’s cabinet also pledging new stimulus measures to revive its COVID-battered economy.this week, what are the chances of authorities reinstating containment measures?  Also - where do market watchers expect growth to to look like for China for this year and the next?
On Market View, Prime Time’s finance presenter Chua Tian Tian got down to the details with Brock Silvers, Chief Investment Officer at Kaiyuan Capital.

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21 April 2022
Market View: Checking China's Risks
The resurgence of COVID-19 infections across China and Hong Kong that resulted in fresh lockdowns has provided even more headwinds for Chinese markets that are already subject to regulatory headwinds for the tech space, woes in the property sector, and higher factory gate prices, to name a few. Brock Silvers, CIO of Kaiyuan Capital, joined us on Prime Time to discuss the economic impact of recent lockdowns, and if the sun might shine on Chinese stocks that have been battered since the start of the year.

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13 December 2021
Taking Stock of Risks in China's Property and Tech Space
Over the last 2 weeks, we saw Chinese ride-hailing giant Didi Global delist from the New York Stock Exchange, and property developers Evergrande and Kaisa placed on a restricted default by Fitch. With more questions than answers regarding China's property and tech sectors brewing over the last few weeks, JP Ong of Prime Time caught up with Brock Silvers, Managing Director of Kaiyuan Capital, about the new risks that may emanate from these two spaces.

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16 September 2021
Market View: Broader China Property Risks and Contagion Probabilities
Brock Silvers, CIO of Kaiyuan Capital, joined on us Prime Time discuss the ongoing troubles of China Evergrande Group and the broader Chinese real estate sector. In an extensive interview, Mr Silvers discussed what a potential collapse of Evergrande may mean for broader Chinese and Asian market stability, if regulators on the Mainland can stay on top of things, and what he thought of Blackstone's failed bid for SOHO China.

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2 August 2021
Reevaluating China Market Risks with Kaiyuan Capital's Brock Silvers
Though Greater Chinese markets saw strong gains to kick off the month of August, the recent regulatory crackdown across various sectors on the Mainland continue to cast uncertainty and nerves for investors both local and offshore. Brock Silvers, CIO of Kaiyuan Capital, joined us on Prime Time to discuss the recent developments, as well as what it may mean for both global markets and offshore investors. He also touched on the risks of a potential collapse of China Evergrande, and what risks he's mindful of when it comes to China.

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1 July 2021
Companies to Watch: Didi Chuxing IPOSs on the New York Stock Exchange
Brock Silvers, CIO, Kaiyuan Capital, shares about Didi Chuxing, a Chinese ride-hailing company, on its present stock levels on the New York Stock Exchange and their plans from the money raised from the IPO.

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18 March 2021
Companies to Watch: Tencent
Beijing authorities recently fined Tencent for making acquisitions without notifying authorities, saying the moves violate anti-monopoly rules. This fuelled a whopping US$62 billion wipe-out of the stock in two subsequent sessions. Brock Silvers, CIO, Kaiyuan Capital answers whether this just the tip of the iceberg when it comes to China’s campaign against the technology giant, or it could be saved from further scrutiny.

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3 December 2020
Companies to Watch: JD Health IPO
JD Health, the healthcare arm of Chinese e-commerce giant JD.com, priced its IPO at HK$70.58 per share according to Bloomberg, which was at the top-end of the marketed range. This makes it likely to be Hong Kong’s largest IPO this year and also would make it Asia's biggest healthcare IPO ever, when it lists next Tuesday, Dec 8th. Brock Silvers, Former CIO, Adamas Asset Management & long-time Asia Financial Markets Analyst gives his analysis on JD Health's IPO expectations.

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15 October 2020
Companies to Watch: Big Hit Entertainment
K-pop has taken the world by storm and it’s shaking up the financial markets, too! Korea's Big Hit Entertainment, which manages K-pop band BTS, has listed on the KOSPI index with a valuation of around US$4 billion. BTS generates around 90% of Big Hit's sales, so how might the stock diversify to enable its longevity? Brock Silvers, Former CIO, Adamas Asset Management & Long-time Asia Financial Markets Analyst shares more.

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25 November 2022

31 May 2019
Why China’s rare earths threat might not bite
AsiaInsider: China’s state media has warned that it’s ready to use rare earths to retaliate in the trade war with the US, as tensions between the world’s two largest economies escalated since US President Donald Trump raised tariffs against China and blacklisted Huawei. But why is China’s threat on rare earths not as severe as we might think? Brock Silvers, Managing Director of Kaiyuan Capital weighs in.

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10 May 2019
US raised stakes in trade war with China, increased tariffs from 10% to 25%
Voice from China: US President Donald Trump has raised the stakes in its trade war with China as the US increased tariffs to 25 per cent from 10 per cent on 200 billion US dollars’ worth of Chinese goods, which took effect from today. China’s Commerce Ministry has responded that it would take necessary countermeasures. Kaiyuan Capital’s Managing Director Brock Silvers shares what are China’s possible countermeasures and explains why tit-for-tat tariffs will not work. He also weighs in on the impact of the tariffs’ hike for both countries’ economic growth.

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5 Apr 2019
Can South Korea Maintain Its 5G Lead?
Voice from China: MIT is cutting future research collaborations with Chinese tech giants Huawei and ZTE, following similar moves by other prestigious US universities. What does this move mean for China and these US universities? Kaiyuan Capital’s Managing Director Brock Silvers explains. He also weighs in on how South Korea will benefit from being the world’s first country to launch 5G networks and explains Italy’s willingness to participate in China’s Belt-and-Road initiative.

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29 Mar 2019
Why Is A Recession In The EU Not A Major Concern For China?
Voice from China: Kaiyuan Capital’s Managing Director Brock Silvers says China is committed to the removal of US tariffs and is unlikely that a trade deal will exclude all tariffs. He explains why an EU recession is not a top concern for China and how likely Britain will continue to allow Huawei access into its market following new security issues.

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22 Mar 2019
Will China Agree To Indonesia’s Conditions For Its Belt And Road Projects?
Voice from China: Kaiyuan Capital’s Managing Director Brock Silvers explains why it is unlikely that China will abide by all the four conditions set by Indonesia and why growing Chinese investment can be a threat for Indonesia. He also shares why Beijing is likely to comply with the trade agreement with the US.

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15 Mar 2019
Can The US and China Come To An Agreement On Intellectual Property?
Voice from China: US President Donald Trump said trade war negotiations with China should wrap up within four weeks, expressing optimism about striking a deal. Can both countries come to an agreed deal anytime soon despite existing disagreements in intellectual property? Kaiyuan Capital’s Managing Director Brock Silvers weighs in.

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8 Mar 2019
Why Will Huawei Unlikely Succeed In Suing The US Government?
Voice from China: Kaiyuan Capital’s Managing Director Brock Silvers explains why American legal experts are skeptical of Huawei Technologies’ success in suing the US government over a defence Bill. He also shares why China has lowered its GDP growth target, and how it will affect growth prospects for the rest of Asia.

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1 Mar 2019
Can The US And China Sort Out Their ‘Structural’ Trade Issues?
Voice from China: Why are talks between the US and China progressing slowly? Kaiyuan Capital’s Managing Director Brock Silvers says Beijing needs time to re-adjust to a new US attitude and weighs in on the ongoing talks between the two superpowers. He also explains why China is concerned about escalating tensions between India and Pakistan.

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23 Feb 2019
Should We Believe Huawei’s Promise Not To Engage In Espionage?
Voice from China: Huawei’s elusive president Ren Zhengfei had said the telecoms giant will never spy for the government, even if required by Chinese national law. How likely will Huawei go against national law? Kaiyuan Capital’s Managing Director Brock Silvers weighs in. He also analyses China’s plan to turn the Greater Bay Area into a Silicon Valley.

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8 Feb 2019
Workers’ Protests Rise As China’s Economy Slows?
Voice from China: Amid China’s economic slowdown, thousands of Chinese workers are showing their discontent against companies in the forms of protests and strikes. Kaiyuan Capital’s Managing Director Brock Silvers explains the effectiveness of these protests and how the Chinese government is tackling the situation.

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25 Jan 2019
Are China’s GDP Numbers A Warning?
China’s GDP growth was reported to be at its slowest pace in 30 years, raising fears about a possible global economic downturn. How will that impact the global economy and what can China do to cushion the possible negative impacts on its own domestic economy? Kaiyuan Capital’s Managing Director Brock Silvers explains.

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