ASHS News and Press, Xtrackers Harvest CSI 500 China A-Shares Small Cap From 06/29/22

Recession fears and central-bank tightening are driving market volatility. Markets have faced a laundry list of concerns this year, including new COVID-19 lockdowns and an economic slowdown in China, the Russia-Ukraine war, surging inflation, and central-bank tightening. We think ...

We expect elevated inflation to continue into 2023 due to the lagged impact of food supply disruption and elevated energy costs. Should a recession occur, its scale is likely to be limited by the reduced number of negative feedback loops. Consumers enter this slowdown with a large...

Several institutional factors make it more effective than monetary policy at stabilizing growth in the short run. The significant and unexpected shock from the latest COVID-19 outbreak has made it harder for China’s government to achieve its 2022 growth target. About 70% of...

Earnings for the S&P 500, according to Howard Silverblatt’s work at S&P, are expected to rise 7.7% in 2022. Growth stocks were grossly overvalued going into that bear market and they took the brunt of the damage. Real estate did well last week with rates falling bac...

Recessions have gone from being a potential consequence of high inflation and rapid monetary tightening to an increasingly likely scenario. A wrath of economic indicators are expected to confirm the trend of weakening business activity. The gas stand-off with Russia isn’t e...

Growth is slowing, but it’s slowing to trend at this point. So not to zero, not to negative, but something like the trend that we’ve experienced over the last couple of decades. So, if you’re looking for a great way to play inflation, look to the small cap asset c...

Russia's war with Ukraine and recent lockdowns in mainland China have further disrupted supply chains, adding to cost pressures. The US Federal Reserve raised its policy rate by 75 basis points at its mid-June meeting and signaled its determination to return inflation to 2%, acknowled...

China’s political system is highly state-dominated but significantly less than it was 50 years ago. Following the Russian invasion of Ukraine, Chinese companies have mostly complied with U.S. sanctions and bought Russian oil. China’s official GDP number is highly smo...

Worsening consumer and business sentiment, increased inflation, and central banks moving to tighten monetary policy, with the US Federal Reserve being the most aggressive, have increased the risk of a global recession. When China imposed widespread lockdowns in April in pursuit of its...

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...