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Institutional Investor (October 9)

2018/ 10/ 11 by jd in Global News

In the U.S. many “asset management stocks are trading like ‘junk equity,’” despite the relatively buoyant market. And “given the lackluster potential for growth, traditional asset managers’ cheap valuations are unlikely to change soon.”

 

Bloomberg (May 31)

2018/ 06/ 02 by jd in Global News

“A gauge tracking Shanghai shares has taken quite a beating in the past six days, closing Wednesday at its lowest level since October 2016. While the bearish sentiment hardly bodes well for China’s big debut, it does mean foreigners are getting in at the cheapest valuations in more than two years.”

 

Institutional Investor (March 22)

2018/ 03/ 25 by jd in Global News

“In 2017, private equity and private debt funds raised $560 billion, 10 percent above what was raised the year before. Real estate investors, however, got the message that valuations may be stretched. Fund raising for property declined to a level last seen in 2013.”

 

Institutional Investor (July 6)

2017/ 07/ 09 by jd in Global News

“For private equity managers, it is a tale of two markets. Fundraising is going through the roof, but valuations are sky-high and exits are on the decline—a sign, market observers say, that the private equity market is nearing the end of its cycle, which could be bad news for managers looking to put new capital to work.”

 

The Economist (November 28)

2015/ 11/ 29 by jd in Global News

We may be witnessing “the rise and fall of the unicorns” as unlisted technology companies begin to learn that valuations don’t always go up. “Technology companies are unlikely to experience a meltdown as severe as the housing crisis, but an industry that only yesterday was all promise and optimism is showing signs of cooling.”

 

Washington Post (August 10)

2015/ 08/ 11 by jd in Global News

“Matters are not as clear as is often suggested regarding short-term-driven ‘quarterly capitalism.’” The “most enthusiastic champions of long-termism” are often the “managements of companies that are dissipating the most value, such as General Motors before it needed to be bailed out.” Long-termism can also lead to short-term excesses, such as “market participants who willingly place huge valuations on many Silicon Valley companies that lack any profits and have little revenue.”

 

Institutional Investor (July 28)

2015/ 07/ 31 by jd in Global News

“CSR reporting is on the rise, and so is its impact. More companies are publishing corporate social and sustainability reports on their operations amid fresh evidence that transparency enhances valuations.”

 

Bloomberg (June 17)

2015/ 06/ 18 by jd in Global News

“It’s no longer a question of whether China’s stock-market rally is a bubble, but when the bubble will burst That’s the refrain from a growing number of analysts as valuations climb to levels that by some measures already exceed the peak of China’s last equity mania in 2007.”

 

Institutional Investor (August Issue)

2013/ 08/ 11 by jd in Global News

“Facing an image problem,” many Chinese companies are retreating from U.S. exchanges. “Frustrated by low valuations and investor skepticism, Chinese companies are increasingly considering delisting from U.S. stock exchanges.” Since 2009, 24 Chinese companies have delisted, often going private, from the NYSE and Nasdaq. Much investor skepticism is directed at companies that utilized reverse mergers to attain their listing, thereby avoiding the scrutiny that would accompany a normal IPO, but the skepticism has tainted even Chinese companies with solid financials.

 

Bloomberg (February 8, 2012)

2012/ 02/ 08 by jd in Global News

Larry Fink, the CEO of the world’s largest asset manager, BlackRock Inc. (BLK), has provocative advice for investors. He’s bullish on the economic outlook and urges investors to take advantage of ultra-low equity valuations. According to Bloomberg, Fink believes “investors should have 100 percent of investments in equities because of valuations and higher returns than bonds.”

 

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