ASHS News and Press, Xtrackers Harvest CSI 500 China A-Shares Small Cap From 06/22/22

The University of Michigan’s consumer sentiment index's preliminary estimate for June plunged to a record low. The good news from all this bad news is that “contrarian theory” says that when sentiment reaches such historic lows, the only way it can go is up. T...

US President Joe Biden's new move to pause tariffs on imported Chinese-made silicon solar panels for two years has been either hailed or criticized. US manufacturers are trying to grapple with the ever-changing federal policy. Manufacturing solar energy panels and other components...

This past week felt like a big moment for central banks, collectively, as well as financial markets more broadly. There are still those like the BoE that still believe that slow and steady will win the race, or the BoJ that doesn’t actually have an inflation problem, but rather...

Chinese banks are facing increasing pressure on fundamentals after weak earnings growth in the first quarter of this year, dragged down by plunging credit demand amid renewed COVID-19 waves, ongoing property sector struggles, and global macroeconomic uncertainties. While the central g...

According to the NBS last week, the Chinese CPI dropped 0.2% month-over-month. Compared to May 2021, the index has increased just 2.1%, the same year-over-year rate as April. Unlike what it looks from the perspective of US or European CPIs, there’s no mistaking the downturn acr...

Alibaba's share price has fallen over 50% since my last article, but the company's fundamentals & undervaluation have only strengthened. I explain why the new retail segment is an under-appreciated revenue growth driver for Alibaba in the long run that many analysts have barely co...

From Russia’s invasion of Ukraine to China’s COVID-19 crackdown, investors in emerging-market equities have faced many new challenges this year. Even after the recent rebound in relative returns, EM value stocks trade at a near-record discount to growth stocks. From ...

Beijing’s approval for another round of video game licenses signals that regulatory pressure has passed its peak. Yet, as an Alibaba investor, I find another piece of recent news of equal fundamental significance and further-reaching implications: Kindle’s retreat from C...

EWH has fared relatively well this year compared to most other markets. The prospect of EWH’s top holding looks bright, but underlying conditions of the economy still remain rather iffy. EWH currently trades at a premium to other emerging markets and also has a high short-i...

The latest PMI data compiled for JPMorgan by S&P Global revealed an unwelcome mix of sluggish global economic growth and soaring business costs in May. Although global output growth picked up slightly in May, it remained at one of the weakest levels seen so far in the pandemic rec...