ASHS News and Press, Xtrackers Harvest CSI 500 China A-Shares Small Cap From 03/09/22

I have seen a fair amount of chatter about currency regime shifts. Although such an event may be happening, there is no particular reason to get too excited about it from the perspective of the developed countries. The events of recent years hopefully have made corporations more cogni...

Taiwan is the world’s leading manufacturer of one of the most crucial industrial technologies—semiconductors. Taiwan has a particular edge because it could leverage trust in its data to help feed a next generation of machine learning algorithms––a sector wi...

Rising energy prices and monetary tightening are stressing the global economy, particularly those sectors on weak economic footing. The Chinese property market is on very weak economic footing. The backdrop of macroeconomic conditions increases the likelihood of an imminent crisis...

Beijing sees the Ukraine crisis as its opportunity to gain influence over financial markets. This week, in response to Russia’s invasion of Ukraine, the European Commission decided to disconnect seven Russian banks from the Belgium-based SWIFT. If Russian banks are ultimate...

Unpacking the international sanctions on Russia. How cyberattacks could damage economic growth rates. MSCI, FTSE, STOXX remove Russian equities from indices. For further details see: Could Russia's Attack On Ukraine Turn Into A Macroeconomic Event?

We think that the inflection point is now. The past 18 months have accelerated the use of technology both on the consumer and business side - whether it’s in e-commerce, digital banking, or clean energy. Companies that do not have sunk capital in legacy business models are ofte...

It’s been another week of significant volatility in financial markets, one in which European indices edged closer to bear market territory, oil prices hit a 10-year high around $120, and safe-haven gold came close to $2,000. The Russian invasion of Ukraine and the severe sancti...

Tectonic shifts that are currently taking place in geopolitics and global markets might have placed China in a unique position as regards its growth outlook. The 2021 growth hiccups and regulatory overreaches forced Chinese authorities to re-deploy pro-growth accommodative policies in...

The JPMorgan Global Manufacturing PMI rose from a 15-month low of 53.2 in January to 53.6 in February. The relative weakness of February's global output growth by historical standards contrasted with a more robust expansion of order books recorded during the month. The reduction i...

The world is a far different place from the one Chinese companies faced when they first began going out. They need to change their strategies to reflect that. In 2020, Trump issued an executive order banning TikTok in the U.S. if ByteDance, its Chinese owner, didn’t sell it to ...