ASHS News and Press, Xtrackers Harvest CSI 500 China A-Shares Small Cap From 04/07/22

Inflation expectations have kept the Federal Reserve center stage as they commenced their interest rate rising cycle in March. The war in Ukraine and Omicron’s spread in China impacted inflation and supply chains differently, but both delay supply chain normalization. Regar...

Production and demand growth was subdued by a combination of headwinds, including the Ukraine war and new COVID-19 related disruptions - notably in China. In Europe, the Ukraine war took a toll on production growth, most prominently leading to renewed falls in output in Poland and the...

Stock markets fell in the first quarter as Russia’s invasion of Ukraine destabilized the growth outlook, amplified concerns about rising interest rates and unleashed geopolitical risks. While the conflict has created many uncertainties, we believe the impact of persistent infla...

The magnitude of the war’s impact on growth and inflation will be determined by how much and for how long energy prices rise. The war, economic sanctions and the associated rise in energy costs are likely to exacerbate global shipping impediments, too, which had begun to recove...

As we head into the second quarter, it seems the list of economic concerns is growing rather than shrinking and yet equity markets find themselves in a very comfortable position. The rebound from the post-invasion lows has been impressive, to say the least, but whether it’s sus...

The conflict will inevitably drive food prices higher. The European Central Bank announced an acceleration of its tapering program. Commodity markets may look very different than today, with potentially large changes in sources of production, as well as in transportation and refin...

Markets react to peace talks between Russia and Ukraine. Does an inverted yield curve mean recession risks are rising? China PMI surveys point to contraction in manufacturing and services sectors. For further details see: The U.S. Treasury Yield Curve Briefly Inverts. Sh...

Global supply chain bottlenecks have made headlines the past couple of years amid the COVID-19 pandemic and geopolitical tensions. China’s ageing demographics, which lead to a reduction in labor supply, are necessitating higher value-added manufacturing. A shortage of empty...

Enterprise annuities have grown rapidly since they were introduced. Both the DC and DB models are aligned in terms of asset ownership and investment decision-making, and both guide investors toward long-term investments. Allowing individuals to make their own investment decisions ...

High-frequency economic data are important because of the insight generated about the economy and the possible impact on policy. In the bond market, the Chinese 10-year premium has collapsed. It last finished above 100 bp on March 7. Bedeviled by Covid and natural disasters, the J...