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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...
After weakness tied to Shanghai lockdowns in April and May, the Chinese economy and capital markets rebounded rapidly as the economy reopened. Adjustments to epidemic prevention and control policies, more comprehensive economic stimulus, and fresh social spending are all possibilities...
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...
China’s political system is highly state-dominated but significantly less than it was 50 years ago. Following the Russian invasion of Ukraine, Chinese companies have mostly complied with U.S. sanctions and bought Russian oil. China’s official GDP number is highly smo...
The KWEB ETF has been battered significantly as investors left Chinese Internet stocks in a hurry since 2021. However, we could be in the late stage of the current malaise. Our price action analysis suggests that the worst in Chinese Internet stocks seems to have been priced in. KWEB'...
China has announced a major fiscal stimulus package in the form of $21 billion in tax cuts, mainly to business. The sharp contraction in economic activity is due to China’s approach to dealing with outbreaks of Covid-19 through severe lockdowns, highway controls, mass testing, ...
The most recent macroeconomic figures show that the Chinese slowdown is much more severe than expected and not only attributable to the Covid-19 lockdowns. It is easy to use the Covid-19 lockdowns as the reason for the weakening of the Chinese economy but that would be a gross simplif...
It has been a month since Shanghai entered into lockdowns due to the Omicron outbreak. Looking at the A-shares market, this is earnings season, and we continue to track the performance of key listed companies and engage with them, despite the lockdowns. With high vaccination rates...
EM debt currently offers value to investors with a medium- to long-term horizon and a willingness to tolerate a period of higher volatility. EM sovereign high-yield spreads are particularly compelling, especially relative to U.S. high-yield debt. Longer term, we believe the outloo...