ASHS News and Press, Xtrackers Harvest CSI 500 China A-Shares Small Cap From 10/06/21

After rising 90% from its March 2020 low, the Bloomberg Commodity Spot Index which tracks 23 energy, metals and crop futures contracts, yesterday surpassed its previous all-time (fleeting) highs touched in 2011 and 2008. Chinese credit impulse has been contracting since last spring an...

Many economists now expect China to fall into recession for the first time in nearly 30 years as Evergrande Group continues to miss interest payments on its bonds. Another sign of looming recession in China is that their National Bureau of Statistics reported Thursday that its purchas...

Get ready for a volatile October... The month, traditionally known for its ups and downs, didn't disappoint traders overnight. S&P 500 futures opened the session solidly in the green on Sunday evening, only to fall 0.7%, before heading back to the flatline. Contracts linked to the DJ...

Risks to US economic recovery are growing as inflation pressures intensify. The German election was won narrowly by the SPD, as expected, but coalition talks will take some time. Key for the UK at the moment is interest rate expectations with the market’s pricing in three b...

Are there ongoing spillover risks from Evergrande's liquidity crunch? Will the China's regulatory clampdown intensify or wane? Why there's nowhere for energy prices to go but up. For further details see: Are There Ongoing Spillover Risks From Evergrande's Liquidity Crunc...

Why we believe China’s strategic reorientation changes the case for investment rather than removing it, and also highlights the growing diversity of opportunity in the rest of Asia. As China moves further up the value chain, policy is shifting from encouraging consumption and i...

China’s official manufacturing PMI dropped under 50 for the first time since February 2020. The official PMI for services rebounded from that awful low of 47.5 last month to a still-low 53.2 this month. The global economy gets globally synchronized more often than not, just...

We stay tactically pro-risk amid the broadening economic restart, with negative real rates supporting risk assets - as per our new nominal theme. The Fed signaled it will start to taper around the year-end. Its reluctance to confirm inflation is meeting its new objective supports our ...

The post-lockdown recovery has been powerful, and most developed economies have seen double-digit gross domestic product (GDP) rebounds from 2020 lows. The reopening trade should resume in coming months. The cyclical stocks that comprise the value factor are reporting stronger earning...

Fed Chair Powell indicated in his FOMC press conference last Wednesday that he wants the Fed to be out of the QE business by mid-year 2022. That implies a rate of tapering of bond purchases by $15-20 billion per month from the present rate of $120 billion per month. Powell’s me...