CHIX News and Press, Global X MSCI China Financials From 09/15/22

Summary China’s state-owned enterprises (SOEs) are huge CO2 emitters. China’s government has put environmental issues high on the national agenda. SOEs are an integral part of its carbon-neutrality equation. SOEs account for about a third of listed Chinese sh...

Summary Today, every major part of the world economy is seemingly prone to a serious economic crisis. The European economy is perhaps the most immediate cause for concern. All of these world economic problems have to raise serious questions about the wisdom of the Federal Rese...

Summary Following a steep decline in 2021, Chinese stocks have provided a roller-coaster ride to international investors thus far in 2022, as positive spurts encounter headwinds that cut short market recoveries. For example, the SPDR S&P China ETF, FXI, after hitting a low in ...

Summary The main economic data release for the trading week is the US inflation report. The UK economy is in a precarious position and facing a recession. Chinese President Xi is expected to meet with Russian President Putin at the Shanghai Cooperation Organisation summit in U...

Summary Global economic output contracted in August for the first time since June 2020, according to the latest PMI survey data. For the first time since early 2020, all four largest developed economies reported falling output. Reduced input cost inflation and worsening demand...

Summary The response of China to what will be a rolling series of restructurings and writedowns will reveal much about its position in the 21st century international financial system. China’s state-owned banks have made bilateral loans as part of the Belt and Road initiativ...

Summary In our analysis, investor sentiment and valuation in Chinese equities are currently at unsustainable lows. We anticipate stabilization in earnings revisions, and a regulatory shift toward implementing previously announced policies vs. incremental new tightening measures. ...

Summary China faced significant setbacks in Q2 2022 as a surge in Omicron cases brought Shanghai into approximately a two-month lockdown. The convergence of headwinds in 2022 is prompting Beijing to maintain an accommodative stance on the economy. At the same time, regulators ...

Summary One way for investors to gauge the prospects of a return to stability in China’s housing market is to compare what’s happening today with the sector’s previous recovery cycle in 2014–2016. Although the sector remains very important to the econom...

Summary The international trade of semiconductors is vital for Taiwan and important for Mainland China. Data show that there was reduced demand for semiconductors in August, which affected export growth in both economies. The future of trade in these two economies is not optim...