CHIL News and Press, Global X MSCI China Large Cap 50 ETF From 01/21/23

Summary The policy update doesn’t contradict the broader goals for Common Prosperity; the priorities have been reset and focuses rebalanced to tilt toward managing risk while reviving growth. I do not foresee major changes in monetary policy, which has been moderately accommodati...

Summary Why the stars have aligned for China's economic recovery. Why China's zero-COVID policy became a price too high for the economy. What China's reopening means for the global economy. China suffered one of its worst years for economic growth in decades la...

Summary It will be a busy week filled with the first look at Q4 GDP, corporate earnings, and US debt ceiling gridlock. The EU flash PMIs early in the week will be of keen interest as investors continue to assess how much trouble the economy is in. While the UK PMIs would typically b...

Summary China is expected to follow a similar pattern of post-COVID consumption, with consumers enthusiastically pursuing “revenge spending” in the Year of the Rabbit. An estimated RMB 6.6 trillion in excess savings has been built up during three years of zero-COVID policy...

Summary China’s rebound is beating expectations right now. A prospect of China’s faster recovery did not go unnoticed by sell-side analysts. The pace of China’s rebound is an important driver for global commodity prices and commodity exporters. China's...

Summary Active fixed-income ETFs allow portfolio managers to stay nimble and avoid sectors and parts of the credit spectrum that might encounter increased stress. There are now a growing number of dividend ETFs that are focused on yield and offer responsiveness to evolving sector dynami...

Summary In 2022, historically high inflation led global central banks to make a series of bold tightening moves. In the U.S., it’s our view that inflation may gradually move toward the Federal Reserve’s (Fed) 2% goal over the year. With a hamstrung Fed, the global outl...

Summary Expectations for a full-fledged economic regime change may be overblown, but shifts in liquidity, globalization, climate change, and security could accelerate investment in innovation. Economic growth may slow in 2023, but the relative strength of labor, leverage, and liquidity ...

Summary In our view, the balance of demand and supply factors should support oil prices in 2023. Most EM banking systems look better positioned in terms of capital than they were during the Global Financial Crisis. All things considered, we continue to believe that current valuation...

Summary The recent accelerated reopening following COVID lockdowns could provide a dramatic boost to the Chinese economy and risk assets this year. Challenges related to COVID and the housing sector could persist into 2023. China has become a slower-growth and more policy-directed e...