ASHS News and Press, Xtrackers Harvest CSI 500 China A-Shares Small Cap From 10/25/22

Summary We can’t prevent the government or the Fed from implementing inflationary policies, so we might as well get used to inflation and learn to profit from it. There are ways to profit from inflation without selling stocks. Not only can we buy shares of fossil fuel compa...

Summary Europe’s energy security and decarbonization goals will spur R&D in cleantech, solar in particular. We expect further easing of monetary and fiscal policies to boost growth prospects and earnings expectations, and possibly trigger a rebound in Chinese equities. ...

Summary The Chinese leader’s address spanned a wide range of topics from the nation’s zero-COVID policy to its growth objectives. Regarding China’s zero-COVID strategy, Xi touted its success in containing the virus and signaled that a relaxation of the policy ...

Summary Wall Street will pay close attention to the first look at third-quarter GDP. This is the critical week for guidance from mega-cap tech that will either make or break risk appetite. A new week will bring a new Prime Minister in the UK, the third in two months, following...

Summary While China’s sheer size and growth potential make it too big to ignore, many investors have myopically shed Hong Kong and ADR-listed shares. Looser monetary policy and stimulus initiatives have helped China chart a solid post-COVID-19 recovery with modest inflation...

Summary Early in 2022, many investors expected emerging-market (EM) equities to outperform, aided by a recovery in China. Things have played out differently over the course of the year. From a multi-asset perspective, the implications of improved growth in China’s econo...

Summary With no end in sight for the ongoing conflict in Ukraine, energy markets around the world look forward nervously as winter approaches. The recently enacted Inflation Reduction Act has set the trend for deep decarbonization of the whole economy as well as net zero in the US...

Summary How far will policy rates need to go to tame inflation and is a recession imminent? Until central banks see a significant decline in wage growth, they’re likely to keep conditions tighter for longer. There’s evidence that conditions may continue to suppor...

Summary Active central banks may create attractive opportunities for discretionary macro managers who can take advantage of higher volatility, higher rates and dynamic policy changes. The Russia-Ukraine conflict remains a large overhang across almost the entire commodity complex. ...

Summary Aiming to support the financing side, in August, the People’s Bank of China helped a few surviving private-owned enterprise (POE) developers to issue onshore SOE-guaranteed bonds. As reported last week, the PBOC has asked six major banks to lend RMB600bn to develope...