ASHS News and Press, Xtrackers Harvest CSI 500 China A-Shares Small Cap From 08/25/22

Summary At the heart of this credit-deterioration process is the way in which the form and structure of economy activity in China has evolved over the past ten to twenty years. Another process is also important for understanding the stresses on the Chinese banking system, namely t...

Summary Two shocks pushed the economy off course in the second quarter - Russia's invasion of Ukraine on 24 February and COVID-19 lockdowns in mainland China. Although real GDP decreased slightly in the first two quarters of 2022, do not call it a recession! With global demand...

Summary As China’s pandemic hangover wears on (and on), we believe the country’s economic recovery will be bumpy and subdued. China’s nascent first-quarter recovery sputtered when the new Omicron variant struck. We retain our cautious stance on Chinese ass...

Summary Equities rebounded in recent weeks as investors considered the prospects of a possible pivot by major central banks, especially after China’s central bank unexpectedly cut interest rates. Similar to Europe, core inflation and services inflation are expected to rise ...

Summary Light vehicle sales in the Association of Southeast Asian Nations recorded about 250,000 units in July 2022, an increase of 53.0% compared with July 2021. The Association of Southeast Asian Nations region's light vehicle production in July 2022 posted significant growth of...

Recent rate cuts by the PBOC offer a signal to the future direction of Chinese monetary policy. Current economic downdrafts in China make the prospect of further policy easing more compelling. Chinese monetary policy easing comes at an interesting time when many other countries ar...

JD.com announced earnings for the June quarter on August 23 and delivered a strong performance, clearly beating analyst consensus estimates. Despite a truly challenging macro-environment in China, JD.com managed to record a 5.4% year-over-year revenue growth. In the context of rel...

Much of the recent strength in the yen can be explained in one word and that is China. While I have seen no other currency watchers espouse this theory, I continue to contend the yen has become a major conduit by which wealth is being transferred out of China. This tight relations...

SEC has added Alibaba to the list of companies facing delisting. The agency is also not going to send its auditors to China before an audit deal between the Chinese and American regulators is reached. Considering that Sino-American relations are at historical lows, the opportuniti...

Alibaba has posted encouraging results and is addressing its main problem. Risks persist, but Alibaba's worst enemy can also be its best ally. Can the PBOC succeed in reinflating the Alibaba bubble? Thesis Summary Alibaba Group Holding Limited ( BABA ) is stock i...