Peter Chun, Silverbear Capital
Peter Chun, Silverbear Capital
29 March 2022
Assessing Uncertainties in Greater Chinese Markets
Silverbear Capital's Founder Peter Chun joined us on Prime Time to recap the uncertainty that hit Chinese markets in Shanghai and Hong Kong in the first quarter, ranging from regulatory headwinds, a potential economic slowdown, Russia's invasion of Ukraine, and a worrisome resurgence of COVID-19 infections in cities like Shanghai and Shenzhen.
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Listen to his previous podcasts:
14 January 2022
Is The Worst for Chinese Markets Over?
JP Ong spoke to Silverbear Capital's founder Peter Chun about whether the worst is over for stocks in China and Hong Kong amidst worries about a slowdown, COVID-19 and if Cathay Pacific will weather the current storm.
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13 January 2022
Better days for greater China Markets?
China markets faced a myriad of challenges in 2021, but there are some signs of hope coming back to stocks in the mainland and Hong Kong at the beginning of this year.
Finance Presenter JP Ong asks Peter Chun, Founder, Silverbear Capital if the worst is over for China markets?
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22 July 2021
Market View: Assessing Market Volatility and Broader Risks from Evergrande
There have been some signs of volatility starting to creep up across markets once again. Meanwhile, Mainland Chinese markets seem to be on better footing in the second half of the year, though mounting concerns from a potential collapse of one of China's biggest developers lurk. Peter Chun, founder of Silverbear Capital, joined us on Prime Time to talk about his outlook for emerging markets amidst this volatility, along with the potential fallout of Evergrande's collapse for Greater Chinese markets.
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3 June 2021
Market View: Of Curbing and Cooling Markets and Currencies in China
From commodity prices, index targets and even the Yuan, regulators in China seem to be taking more serious steps to cool speculative activity and sudden price swings in markets on the Mainland. A worrisome rise in COVID-19 cases in Guangzhou is another cause for concern. Peter Chun, founder of Silverbear Capital, joined us on Prime Time from Hong Kong to talk about the curbing activity in Chinese markets, along with China's new 3-child policy.
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20 April 2021
Market View: Reviewing Chinese Markets at the Start of the Second Quarter
Mainland Chinese markets breathed a sigh of relief when financial regulators said that Huarong Asset Management has ample liquidity, easing concerns over the group's ability to make bond payments. Will that be enough to ease pressure on Chinese equities? Peter Chun, founder of Silverbear Capital, joined us on Prime Time, to discuss.
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4 February 2021
Market View: The New Short-Term Challenges for Greater Chinese Markets
Heading into the Lunar New Year, much is at stake as China tries to avoid another COVID-19 outbreak that could derail the country's steady economic recovery. Peter Chun of Silverbear Capital joined us on Prime Time to discuss the upcoming holidays, and also potential risks posed by rising defaults in the Chinese property sector and signs of tightening liquidity, along with the group's outlook on emerging markets.
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7 January 2021
Market View: The Risks and Challenges for Greater Chinese Markets
The New York Stock Exchange's decision to once again delist the ADR's of China's 3 largest telcos weighed on markets across the Mainland and Hong Kong. Are any other sectors in China at risk? How might this weigh on Hong Kong markets in 2021? Peter Chun, founder of Silverbear Capital, spoke to us on Prime Time to share his views, along with whether he sees more upside for the Chinese Yuan this year.
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15 December 2020
Silverbear Capital's 2021 Outlook for Greater Chinese Markets
With China's economy sustaining its recovery and plans to continue liberalizing their markets, could markets on the Mainland see continued upside in the year ahead? And will Hong Kong's impressive IPO pipeline during the year of COVID be able to sustain its excellent momentum in 2021? Peter Chun, founder of Silverbear Capital, joined us on Prime Time from Hong Kong to discuss.
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9 November 2020
Market View: Of Hastily Scuppered Mega-IPOs and New US Presidents
Two events that Chinese markets may be taking stock off are the results of the US Elections, and the surprise suspension of Ant Group's mega IPO last week. Peter Chun, founder of Silverbear Capital, joined us on Prime Time from Hong Kong to talk about the reaction to Ant Group's scuppered IPO in the city, as well as how greater Chinese markets are reacting to the results of the US elections.
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15 October 2020
Market View: What's In Store for Greater Chinese Markets in the Last Months of 2020?
China is set to release their 3Q GDP numbers on Monday, with recent trade figures pointing to a sustained recovery for the world's 2nd largest economy. Peter Chun of Silverbear Capital joined us on Prime Time to discuss the road ahead for Greater Chinese markets, if the Chinese tech sector may get a boost when Beijing prepares its next 5-year plan, and his thoughts on both Ant Group's upcoming IPO and the November elections.
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4 August 2020
Taking Stock of Recent Gains in Chinese Markets
Stocks in Mainland China have seen decent gains in recent weeks despite rising tensions with the US, with retail investors pushing prices higher with a slightly speculative tinge. Will this lead to a tumble similar to what happened to Chinese stocks in 2015? Peter Chun, founder of Silverbear Capital, joined us on Prime Time to discuss these possible risks, along with whether Hong Kong's new Tech Index can compete with Shanghai's STAR board, and if they should try and find areas of collaboration.
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7 April 2020
Evaluating Second Quarter Opportunities and Risks for Greater Chinese Markets
After a torrid start to April, markets seem to have steadied themselves and mounted decent gains this week. Peter Chun, founder of Silverbear Capital, joins us on Prime Time, to share his outlook for markets moving forward, what role all this liquidity will play and why property headwinds in Hong Kong may be bringing positive fund flows into the broader equity markets.
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4 Jan 2019
Silverbear Capital’s Peter Chun on Markets Here & in China
The US and China may be coming close to a deal that may end the trade war. But Silverbear Capital’s Peter Chun thinks that there’s still risks in the Chinese markets. He tells us what he sees and why he’s looking for ‘recession-proof’ investments in Singapore.
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4 Jan 2019
View From China With Peter Chun
On The Curve this Friday, US-China trade talks resume in Beijing, with questions lingering over how the trade war has impacted the world's two largest economies. Managing Partner of Silverbear Capital Peter Chun gives his insights.
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