ASHS News and Press, Xtrackers Harvest CSI 500 China A-Shares Small Cap From 11/23/21

The Fed confirmed that it will taper its asset purchase program starting later in November, while the Bank of England (BOE) fell just short of raising rates at its November meeting. 55% of managers expect inflation in the U.S. for the next 12 months to stand between 2.26% and 2.75%, w...

After the third quarter suddenly sagged, we are seeing optimistic forecasts for the fourth quarter. The key question is - will we sag, like the third quarter, or soar again, like the first two quarters? While there are some catalysts supporting the economy’s strength this quart...

The deficit spending that supported the economy in 2020 is showing up in hot inflation numbers in 2021. While I think the inflation numbers will get better in 2022, I do not believe they will get back to pre-pandemic levels because of owners’ equivalent rents and wage gains in ...

We are moving from the recovery phase of the current cycle to its middle phase. But what kind of cycle is it likely to be? After 40 years of declining inflation and interest rates, the direction of travel appears to be changing, due to new central bank policy priorities, China’...

The Chinese government has taken a stricter stance on some of the large consumer tech names, the education sector and some of the Macau gaming names. Amid this backdrop, we believe there is the potential for further regulatory action toward sectors that are linked to these issues, suc...

Investors should focus on fundamentals rather than trying to predict what Beijing will do next. Investors have been focused on the headwinds, including the potential for additional policy announcements, a slowdown in economic growth and heightened geopolitical concerns. We believe...

October's growth in industrial production, investment and retail sales was very mixed. Sudden electricity outages will probably not re-occur. But questions remain about real estate policies and the unexplained sluggishness of infrastructure investment and the outlook for 2022. ...

We see price pressures to persist in 2022, mostly driven by the unusual restart dynamics. Eventually, we see a higher inflation regime than pre-Covid. U.S. consumer price index (CPI) jumped more than expected in October, bringing annual inflation rate to 6.2%, the highest level in thr...

Helped by stronger auto sales, the first increase in six months, US retail sales likely turned in another solid showing of around 0.8%, the average pace in August and September. In October, both the Empire State and the Philadelphia results were weaker than expected. However, Kansas C...

China is famous for its regulatory whimsy, and “regulation” almost always takes up a big part of the “risks” section in any Chinese company’s IPO when going public in the U.S. or Hong Kong. U.S.-China tensions have also taken their toll with both Bei...