ASHS News and Press, Xtrackers Harvest CSI 500 China A-Shares Small Cap From 05/28/22

It’s likely to be another action-packed week despite numerous countries seeing it shortened by bank holidays. The jobs report is typically the highlight when it comes to the first week of the month but there will be competition from the OPEC+ meeting, Bank of Canada rate decisi...

The KWEB ETF has been battered significantly as investors left Chinese Internet stocks in a hurry since 2021. However, we could be in the late stage of the current malaise. Our price action analysis suggests that the worst in Chinese Internet stocks seems to have been priced in. KWEB'...

Alibaba easily beat earnings estimates, as business remained healthy during the most recent quarter, despite lockdowns. BABA's growth performance was actually better than that of its American peer Amazon. The macro picture in China is not too bad. Easing lockdowns and accommodativ...

Alibaba just released its Q4 earnings, which beat on both revenue and adjusted EPS. Expectations were low heading into the release. At this point, BABA has gotten beaten down to the point of absurdity. In this article I dissect Alibaba's Q4 earnings release and explain why I'm...

Central banks are facing a growth-inflation trade-off. Hiking interest rates too much risks triggering a recession, while not tightening enough risks causing runaway inflation. The Fed has made it clear it is ready to dampen growth. Implication: We are neutral developed market (DM) equiti...

Price pressures intensified on average, thanks in part to higher energy prices. While the China impact was most commonly reported in Japan, the Ukraine war impact was most heavily felt in the eurozone. For all economies, the path of inflation and the cost-of-living crisis remains ...

The current investment landscape is being shaped by forces that are very different than what we’ve seen in the past 40 years. Portfolios will include a wider range of asset classes, including private investments and the tokenization of a broad range of assets. The key to gl...

Give peace a chance: how has the global outlook evolved? How has the sand shifted under supply chains? Stagflation. Is it coming? For further details see: TD Chief Economist On The Shifting Economic And Financial Outlook

China has announced a major fiscal stimulus package in the form of $21 billion in tax cuts, mainly to business. The sharp contraction in economic activity is due to China’s approach to dealing with outbreaks of Covid-19 through severe lockdowns, highway controls, mass testing, ...

The economic news emanating from Britain and the European Union is continuing to come in weak, as many European countries are expected to slip into a recession this year. While inflation may be ebbing in China and the U.S., inflation is still accelerating in Britain and the rest of Eu...