ASHS News and Press, Xtrackers Harvest CSI 500 China A-Shares Small Cap From 07/08/22

The first half of the year has been an unsettling time for equity investors. While quality hasn’t worked particularly well so far this year as a factor, we do believe that going forward companies that exhibit strong quality should be able to prosper through the uncertain econom...

Owing to the global economic restoration from the COVID-19 scare, commodity prices have undergone an upcycle since late 2020. Mainland Chinese medium- and heavy-duty trucks have entered a bear market since mid-2021. Rigorous containment measures like traffic restrictions and quara...

Global economic growth accelerated in June thanks primarily to rebounding business activity in mainland China after lockdowns related to the Omicron wave were eased. Demand growth, as measured by inflows of new orders, meanwhile slowed globally to reach a near two-year low and hint at...

Global cost pressures eased in June albeit remaining elevated. Rates of increase of business costs decelerated in the US, eurozone, and UK, with the latter once again seeing a notably firmer rate of increase. A key driver of the slower rate of manufacturing input cost increase in ...

When you have a bonfire party in an ammo depot, you are still a fool even if you had a good time and returned home safe. This article reflects on my Alibaba investment to better shield me and others from costly lessons. Looking forward, a revival of the Ant Group IPO is a realisti...

Markets ended the week down bad, precipitated by mixed PCE data, slowing consumer spending, and a weaker-than-expected PMI print. Consumer sentiment and confidence worsen as inflation proves to be sticky and billionaire Jim Coulter expects "Phase 2" of his market downturn playbook to ...

The BoJ's insistence that inflation, running slightly above target, is not sustainable is that it is a function of higher fresh food and energy prices and the statistical impact of last year's cut in cell phone charges dropping out of the 12-month comparisons. What is missing, the BOJ say...

The rising economic weight of APAC has far-reaching economic implications, notably due to the growing economic importance of APAC consumer markets as drivers of world demand growth. The rapid growth of China's economy over the past two decades has been a major driving factor for the i...

Manufacturing growth rebounded sharply in mainland China during June, according to the Caixin PMI survey, compiled by S&P Global. The upturn in the index brings it to a level which signals the return of strong factory production growth after three months of severe declines. On...

Why an economic downturn may not weigh on oil prices for long. Oil has a long-term inventory issue, and only falling demand will help bring down prices. Why oil prices could climb to $130 a barrel or higher in coming quarters. Oil prices have remained at higher l...