ASHS News and Press, Xtrackers Harvest CSI 500 China A-Shares Small Cap From 08/02/22

Non-performing "bad" loans have climbed to a record high as output growth has fallen. With less disposable income, homebuyers would have an increasingly hard time servicing their debt, creating even more loan delinquencies and putting more pressure on outstanding mortgages. As hou...

A multifaced response, including increasing interest rates, is needed to prevent an upward spiral of price expectations and rising capital outflows. China, Asia’s largest economy, saw a significant deceleration in the second quarter as the zero-COVID policy prompted lockdowns f...

China’s first activity survey for Q3 was disappointing. The weaker consumer sentiment due to the ongoing uncertainty in the housing market is another likely reason. The latest batch of activity surveys in DM (developed markets) was generally weaker than expected. ...

Many of the downside risks flagged in our April World Economic Outlook have begun to materialize. Despite slowing activity, global inflation has been revised up, in part due to rising food and energy prices. As advanced economies raise interest rates to fight inflation, financial ...

Stocks in emerging markets have behaved surprisingly well this year. Even though they declined along with global equities, the MSCI Emerging Markets Index outperformed the MSCI World Index of developed-market stocks in the first half of 2022. Uncertainty and volatility aren’t g...

Is a Fed neutral interest rate enough to pause further hikes? How is Europe coping with its natural gas shortage? China lifts tech restrictions and supports property developers. On this week's Market Week in Review episode, Research Analyst Emily Zhao interviews Investme...

Last week was action-packed and it’s not likely to ease up with attention now shifting from the Fed and the “technical recession” in the US to the labour market. Various officials have highlighted the strength of the labour market when explaining why the US isn&#x...

Rather than making money harder to get, the U.S. government needs to focus on the other side of the demand vs. supply equation. The Fed’s prescription is to suppress demand (borrowing and spending) by raising interest rates. In March 2022, the Federal Reserve tackled inflat...

In June 2022, 2.37 million light vehicles were sold in Greater China, a 29.7% increase compared with the same month of 2021. On a year-to-date (YTD) basis, light vehicle sales in mainland China decreased 4.7%, from 11.55 million units to 11.01 million units. In the first half of 2...

China's construction sector faces ongoing pressure from policies designed to deleverage property developers and lead to more sustainable construction activity. Infrastructure spending may help to soften the blow but is unlikely to fully offset the impact on growth. Funding for rea...