ASHS News and Press, Xtrackers Harvest CSI 500 China A-Shares Small Cap From 05/18/22

As we entered 2022, many emerging markets were already hurting due to higher commodity prices and rising interest rates; then a war in eastern Europe sent shock waves through the markets. The conflict in Ukraine likely bodes poorly for Eastern Europe more broadly, expanding beyond Rus...

Alibaba’s earnings card next week may be a catalyst for the firm’s shares to power higher. COVID-19 lockdowns in China may have boosted Alibaba's e-Commerce business in the fourth quarter. Alibaba likely bought a ton of shares during the March sell-off. For fur...

The rising rate, rising dollar environment continues with the dollar index hitting a 20-year high last week. That rising dollar is having an impact on the rest of the global economy but so far it has been manageable. There are a lot of companies out there that have come public over th...

The US 10-year breakeven rate (the difference between the yield of the inflation-protected security and the conventional note yield) rose from 2.60% at the end of last year to a high a little bit above 3.05% on April 22. April retail sales are expected to rise by a solid 1% by the med...

The Russian invasion of Ukraine and the subsequent imposition of sanctions by a range of governments have served to reset the global geopolitical compass, with an immediate impact on oil and gas markets and investments. Elevated prices and new sources of demand will create opportuniti...

It was a tremendous week of market volatility for every asset class on Wall Street. It is still all about inflation and what will be the reaction from central banks. A challenging inflation and growth mix have driven investor concerns that the Fed won’t be able to deliver a...

Movements in global sector indices are consistent with investors reappraising portfolio allocations and shifting objectives towards capital preservation in real terms. The volatility in interest rate expectations has flowed into FX markets. We maintain a neutral outlook on global ...

I focus on five myths about China’s economy and its financial system. China’s economy is in transition as it grapples with the challenges of transitioning from growth based on unsustainable levels of investment (above all in property) to something else. Its focus may...

Many investors, however, questioned the government’s ability and determination to achieve the target, and the latest outbreak has intensified bearish sentiment. Under pressure from the virus and lockdowns, the outlook for household consumption has deteriorated. If second-qu...

From copper to iron and aluminum, industrial commodities have been exhibiting a rather synchronized setback going back to the end of March, start of April. This despite supply bottlenecks and production shortfalls which continue to plague each. As with Eurobond prices and credit s...