Friday, November 15, 2024

Alibaba stock and other Chinese stocks soar. Buyer beware.

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Alibaba shares and other Chinese stocks soared on Tuesday, rebounding from sharp losses in recent days as investors seized on further signs that the government would support the market. Note: This may be a “dead cat bounce.”

Alibaba shares rose 2.6% in U.S. pre-market trading on Tuesday after rising 3.9% on Monday, while e-commerce peer JD.com’s stock rose 5.2%, Temu owner PDD rose 3.9% and Baidu’s 3.6%. %Rose. Electric car manufacturer NIO
‘s

The stock price rose 5.4%.

hong kong


Hang Seng Index

rebounded by 4%.


shanghai complex

Increased by 3.2%. After several days of volatile and mostly brutal trading, both indexes rose on Tuesday, with the Shanghai Composite Stock Index ending Monday at its lowest since 2020 after a six-day losing streak.

Even after Tuesday’s gains, Hong Kong stocks are down 5% since the start of the year, and Shanghai stocks are in the red by 6%, significantly underperforming Hong Kong stocks.


Dow Jones Industrial Average

and


S&P500

In the US, prices rose 2% and 4%, respectively, during the same period.

The factors behind the decline in Chinese stocks are well known. There are deep concerns about the slowdown in the world’s second-largest economy and a lack of confidence among investors that the Chinese government will address these problems with sufficient support. China’s economy has faced a severe slowdown over the past year, disappointing hopes for a recovery in 2023 after coronavirus restrictions are lifted.

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In the face of the recent market collapse, recent days have brought a flurry of news about China’s efforts to provide stimulus to prop up stock markets, with a new development on Tuesday that saw sovereign wealth funds joining the effort to stop the collapse. was there.

“China’s stock indexes rose due to a concerted effort to arrest the decline,” said Joshua Mahoney, an analyst at brokerage Scope Markets. “Despite continued concerns, traders are starting to get serious.”

To be sure, the latest policies are helping push stock prices higher, but investors should exercise caution. That’s because this isn’t the first time Chinese stocks have soared on hopes of a big economic stimulus package.

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China faces structural economic problems, including stress spilling over from its vast and debt-laden real estate sector and a domestic investor base reluctant to pump more money into the market.

It is only in hindsight that it is possible to tell the difference between a turning point from a market bottom and a so-called dead cat bounce (a short-term rally that makes an impression but does not materialize further). .

Email Jack Denton at jack.denton@barrons.com.



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