CHIX News and Press, Global X MSCI China Financials From 07/15/22

Bucking a trend across most of global equities, Chinese stocks have rallied since the beginning of May as severe COVID-19 lockdowns came to an end. Some of that optimism may be running out, however, as cracks appear in the world's second-largest economy. Data on Friday revealed a co...

China is experiencing a very different monetary cycle compared to the rest of the world, regulatory onslaught that is subsiding and ADR valuations on the floor. FinVolution's shares are dirt cheap while the company is in excellent financial health, despite some macro headwinds that ha...

Equities would suffer if rate hikes trigger a growth downturn. Europe has the opportunity to create a more sustainable and more resilient version of itself – replacing high dependencies on Russian energy and shedding the image of an “old” economy by accelerating t...

One of the vexing questions for China watchers has been the lack of stimulus delivered, despite the maintenance of the government’s 5.5% GDP target for 2022 (although there is skepticism around the ability to reach that 5.5%). One of the big challenges China faces relative to S...

Alibaba is still facing risks like fines by state authorities, the ongoing lockdowns due to COVID-19 and the looming recession. But Alibaba will grow in China at a high pace and might also be able to grow its international business in the years to come. And Alibaba stock remains d...

Last quarter, the Asset Allocation Committee adopted an underweight view on global equities and leaned more heavily into cash, commodities and other alternative, diversifying assets. The Committee’s views on real and alternative assets are unchanged this quarter. The Asset ...

The government had urged banks to lend to businesses. And the guidance proved to be successful as data shows that loan growth jumped in June. The mid- to long-term household loans were likely for mortgages, as home sales increased in the month. We believe that the People's Bank of...

China’s credit aggregates signal that the stimulus is real and bringing results. The negative differential between government bond yields in China and the U.S. narrowed a bit lately and can decline further if the current growth trends persist. Low inflation in China helped ...

Chinese stocks have been staging a comeback that contrasts with market declines in most of the world. While a zero-COVID policy has weighed on the economy, a renewed focus on growth could provide fuel for equities, particularly in industries set to benefit from fiscal spending and gre...

The rapid growth of mainland China's economy over the past two decades has been a major driving factor for the increasing economic weight of APAC in the world economy. When compared with large APAC industrial nations, the GDP of the Greater Bay Area exceeded the GDP of South Korea in ...