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Summary We see three key U-turns going into 2023: 1) China reopening, 2) a hawkish Federal Reserve (Fed) and 3) a looming U.S. recession. Many EMs stand out as beneficiaries of higher commodity prices, not victims of them. The VanEck Emerging Markets Bond Fund returned 2.93% in Dece...
Summary China loans grew faster than expected in December, and government bond issuance continued to increase. Both reflect the urgency of government policy to support economic growth. As such, 2023 will be a year of re-leveraging. By Iris Pang Loans grew faste...
Summary After enduring one of the worst years on record across asset classes, investors should find more cause for optimism in 2023, even as the global economy faces challenges. Inflation is likely to moderate, and risks to the inflation outlook appear more balanced than they did severa...
Summary We are optimistic that emerging markets, in particular Chinese equities, can post positive returns in 2023. Consensus expectations point to two further increases in the US federal funds rate in 2023. As the investment environment evolves, an important feature that we seek in...
Summary As expected, despite an overhang of risk from the pandemic, global banking sectors again avoided major crises in 2022. The combination of higher interest rates, tighter liquidity conditions, and risk aversion against a background of weaker global economic growth will slow credit...
Summary China has drastically eased its Covid-19 measures. Both domestic mobility and international traffic should increase in 2023. But the question is in which quarter? The current Covid wave could last at least a few months. By then, the US and EU will likely be in recession, hur...
Summary On a coincident basis, driven by a historically tight labour market and robust industrial production growth, the US economy remains deceptively strong despite negative real incomes and tight financial conditions. However, the leading indicators of the business cycle continue to ...
Summary Over the last year, major changes occurred, so 2023 will be about managing and reacting to the changes that arrived. As we enter 2023, the pessimism of 2022 may shift to optimism, as economies and markets adapt to the major changes thrust upon them in the year just passed. E...
Summary Inflation appears to have peaked for now, and a soft landing is a valid scenario that deserves a small allocation in the portfolio. The Federal Reserve will likely cut rates fast, late, and not gradually. 2022 was about adjusting the P of P/E. 2023 will be about the E of P/E...
Summary Recession foretold in developed markets (DM), a pause in central bank rate hikes and China’s reopening help shape 2023 and reinforce our tactical views. European equities led DM stocks higher. Surprisingly weak U.S. services data spurred bets for Federal Reserve rate cuts...
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2024-07-12 19:24:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
2024-06-22 22:02:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
2024-05-24 10:47:04 ET BTC iShares China Large-Cap ETF (FXI) FXI is trading DOWN for the last 4 days, and it at trading at $26.91 with volume of 24,135,754 and a one day change of $-0.41 (-1.48%). BTC iShares China Large-Cap ETF has a 52-week low of 20.86 and a 52-week high of $30.5...