FLHK News and Press, Franklin FTSE Hong Kong From 06/20/23

2023-06-20 23:57:00 ET Summary Over the past six months, China’s reopening has not delivered the growth that President Xi Jinping and his government favor, and so policy is beginning to shift. Those in the bearish camp are flagging deflation risks, record-high youth unemplo...

2023-06-20 22:45:00 ET Summary As inflation begins to moderate, Olga and Hugo examine the structural forces shaping the medium-term outlook in four categories: energy, housing, goods, and services. They uncover dynamics that challenge conventional wisdom about post-COVID shifts in...

2023-06-20 20:44:00 ET Summary China's central bank tries new stimulus efforts to boost slowing growth. Why unemployment is proving to be key to China's economic troubles. The U.S. and China take steps to try and cool tensions. China's economy was expected to...

2023-06-19 05:30:00 ET Summary After an initial spurt of activity, China’s reopening momentum has surprisingly slowed. There may be some green shoots in U.S.-China relations in the near term. The government announced a series of measures to support businesses, including...

2023-06-16 21:50:00 ET Summary Housing data is expected to stabilize, but if we see strong demand for mortgages, that could unnerve the Fed. The CBRT will announce its latest interest rate decision next week and frankly, no one knows what’s going to happen. The latest B...

2023-06-16 02:29:00 ET Summary Banking sector crises have historically been one of the key drivers of risk for emerging-market (EM) countries’ asset returns. Naturally, the recent banking crises in the US and Europe raise concerns about EM exposure to financial sector risks...

2023-06-14 19:20:00 ET Summary AIER’s Everyday Price Index fell 0.09 percent in May 2023 after rising for three of the first four months of this year. One June 13th, the US Bureau of Labor Statistics released the May 2023 Consumer Price Index. Prices of headline CPI con...

2023-06-14 10:21:00 ET Summary The value of goods traded between the U.S. and China saw a small increase in April 2023, continuing the rebound that began the preceding month. The trailing twelve-month average value of goods traded continued to fall in April 2023. The cumulativ...

2023-06-14 06:28:00 ET Summary We’ve seen signs of improvement that are positive for the Chinese internet services sector, but that space also continues to be a place of extreme competitive aggression. As a result of the creation of economic zones, increased availability of...

2023-06-12 11:45:00 ET Summary As low US stock market transaction volume immediately followed the attainment of a new bull market milestone, the media proclaimed we had entered a so-called new “bull market”. I believe it is either a head fake, an unrecognized opportu...