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Henry Ren

London

Equities Reporter at Bloomberg News

I cover tech, media and telecom stocks and Chinese markets @business. Alum of @Tsinghua_uni + @MedillSchool. Proud Shanghai native.

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Articles

  • 1 week ago | japantimes.co.jp | Henry Ren |Margaryta Kirakosian

    A top-performing global equity fund has more than doubled its exposure to Japan this year, making the move just as a strengthening yen boosts the outlook for domestic companies. Japanese stocks made up 24% of the $3 billion Orbis International Equity fund as of end-April, up from just 10% four months earlier. The fund focuses on non-U.S. stocks and beat 99% of peers so far this year with a 16% return, according to data compiled by Bloomberg.

  • 1 week ago | bloomberg.com | Henry Ren |Margaryta Kirakosian

    (Bloomberg) -- A top-performing global equity fund has more than doubled its exposure to Japan this year, making the move just as a strengthening yen boosts the outlook for domestic companies. Japanese stocks made up 24% of the $3 billion Orbis International Equity fund as of end-April, up from just 10% four months earlier. The fund focuses on non-US stocks and beat 99% of peers so far this year with a 16% return, according to data compiled by Bloomberg.

  • 4 weeks ago | financialpost.com | Henry Ren |Charlotte Yang

    Advertisement 1Chipmaker TSMC is down 18% this year and chip-equipment maker ASML has fallen 12%Article contentEarnings from two chip-industry giants this week are poised to provide an early insight into issues that have punctured investor confidence and sent valuations to multiyear lows. Sign In or Create an AccountArticle contentWe apologize, but this video has failed to load. Try refreshing your browser, ortap here to see other videos from our team.

  • 4 weeks ago | japantimes.co.jp | Henry Ren |Charlotte Yang

    Earnings from two giants in the semiconductor industry this week are poised to provide an early insight into issues that have punctured investor confidence and sent valuations to multiyear lows. Taiwan Semiconductor Manufacturing Co. (TSMC) and ASML Holding have borne the brunt of a broader market selloff, weighed down by both U.S. tariff threats and doubts over future artificial intelligence demand. Chipmaker TSMC is down 18% this year and chip-equipment maker ASML has fallen 12%.

  • 4 weeks ago | bloomberglinea.com | Henry Ren |Charlotte Yang

    Bloomberg — Las ganancias de dos gigantes de la industria del chip esta semana están preparadas para proporcionar una visión temprana de los problemas que han perforado la confianza de los inversores y enviado las valoraciones a mínimos de varios años. Taiwan Semiconductor Manufacturing Co. (TSM) y ASML Holding NV (ASML) se han llevado la peor parte de una venta generalizada del mercado, lastrada tanto por las amenazas arancelarias de EE.UU.

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Henry Ren
Henry Ren @GufengRen
4 Dec 24

RT @CharlotteYTYang: China’s major technology stocks have been left behind in this year’s global frenzy over artificial intelligence https:…

Henry Ren
Henry Ren @GufengRen
17 Jul 24

RT @CharlotteYTYang: Chinese stocks have been among the world’s worst performers over the past year, but they are beating their major peers…

Henry Ren
Henry Ren @GufengRen
13 Feb 24

RT @Matt_Turnerr: No. And it's not even close. China's entire stock market is *actually* worth $8.4 trillion. Nvidia is at $1.7 trillion.…