CNXT News and Press, VanEck Vectors ChinaAMC SME-ChNext From 12/15/23

2023-12-15 08:52:00 ET Summary Industrial output growth is very slowly picking up, though the data needs to be read with care. Retail sales are still providing support. But the real estate complex still looks very challenged. Our cautious conclusion from all of this is that Ch...

2023-12-12 07:22:00 ET Summary As one of the fastest growing economies in the world, China is too important to ignore, posing unique challenges for investors. International investors often worry about policy risk when investing in China. Most policies are designed to support the g...

2023-12-09 07:15:00 ET Summary India's potential for economic growth lies in its young population, business-friendly reforms, and technology sectors. To unlock this potential, India needs long-term policies to address structural constraints and short-term infrastructure investment...

2023-12-09 03:35:00 ET Summary Global output price inflation increased slightly in November but remains among the weakest in the past three years. Goods selling price inflation is low, while service sector inflation remains somewhat elevated. Overall demand environment is subd...

2023-12-09 03:00:00 ET Summary The global markets experienced high volatility in 2023 due to factors such as high interest rates, bank failures, and a surge in bond yields. The macro environment in 2024 is expected to be complex and interesting, with rewards for investors who are ...

2023-12-07 23:00:00 ET Summary Interest rate cuts and shifting trade patterns bode well for emerging markets, according to Franklin Templeton Emerging Markets Equity. Consensus forecasts call for 18% earnings growth for the MSCI Emerging Markets Index in 2024, which compares to a ...

2023-12-06 14:45:00 ET Summary Q3 was a decent quarter. We were broadly in line, actually slightly ahead, and that continued the outperformance over the last year plus. Looking at the outlook for emerging markets, I mentioned that, you know, post quarter-end October has been a dif...

2023-12-06 09:00:00 ET Summary Mainland Chinese economy shows signs of regaining growth momentum in November, with higher output, new orders, and improved business conditions. Business expectations remain below average, leading to job cuts for the third consecutive month. Aver...

2023-12-05 02:00:00 ET Summary As we move into 2024, we expect the global economy to slow marginally, with a bumpy landing for major developed economies in the first half. We believe an increasing global risk appetite should favor equities, while the likelihood of falling rates co...

2023-12-02 21:42:00 ET Summary Headwinds impacted China's economy despite the lifting of lockdowns. Conditions may be more positive for 2024 though. This may also boost China's stock markets. The end of pandemic era lockdowns was expected to power China’s ec...