ASHS News and Press, Xtrackers Harvest CSI 500 China A-Shares Small Cap From 04/25/22

We like emerging market (EM) local debt within an overall bond underweight. Much monetary tightening has been done, and valuations are compelling. U.S. Treasury yields hit new three-year highs last week, and equities fell. We still think stocks can weather the yield rise in the inflat...

Are rising rates starting to slow the red-hot housing market? Inflation in Canada hits 31-year high. Could COVID-19 lockdowns cause China to miss its growth target? For further details see: Is China's 2022 Growth Target Still Attainable?

It could be an interesting start to the week depending on who wins the second round of elections in France on Sunday. The blackout period means there’ll be no commentary from the Federal Reserve next week. Earnings season is well underway though and there’s plenty of...

The nature of the economic cycle, originally due to the COVID pandemic, has been amplified. The ongoing lockdowns and the military conflict in Europe have prompted us to revise our inflation projections further. The dynamic shifting of corporate winners and losers is a constant an...

Is the war between Russia and Ukraine still a market-relevant event? An off-ramp for Russia? A deflationary wave from China could spell trouble for markets. For further details see: Have Markets Fully Priced In The Russia-Ukraine Crisis?

China's GDP grew 4.8% YoY in 1Q22, which is not all that weak considering the high base effect of 18.3% YoY GDP growth in 1Q21. The surveyed jobless rate rose to 5.8% in March from 5.5% in February. Shanghai's GDP for April will be very poor. For further details see: Chi...

On 22 March 2022, China released the 14th Five-Year Plan for the energy sector, covering development plan through 2025. The 14th FYP discloses key 2025 objectives in four categories - supply security, system transition, efficiency, and innovation - to guide the energy sector toward th...

After a long weekend, Wall Street is ready to dive back into earnings season. With the ECB taking its time to wrap up bond-buying and start raising rates, it would take something quite substantial to rock the boat. It would appear gold isn’t going to extend its winning run ...

U.S. exports lifted the trajectory of trade between the U.S. and China in February 2022. Exports of U.S. mineral fuel oils also increased significantly in the year-over-year measure, with much of the remaining increase spread over multiple categories. Much as February 2021's trade...

After a promising start to the year, China’s economy is now facing its worst disruption since the beginning of the pandemic. With China unlikely to give up its zero-COVID stance, we expect another month of disruption in the mainland before the situation normalizes in May. C...