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The Chinese stock market has rallied sharply this year, becoming a top performer among global markets after finishing 2018 near the bottom. Is there still opportunity left? We have a positive view on China's stock market, but see rising risks and reason for greater selectivity. Chart of the...
Judging by most of the headlines Monday, the 5% rally in Chinese equities overnight was due to optimism over a trade deal between the US and China. The catalyst this time was attributed to President Trump's announcement that the US would not implement previously announced additional tariffs on...
President Donald Trump says he's getting very close to a trade deal with China. More news on: Direxion Daily FTSE China Bull 3x Shares ETF, Direxion Daily FTSE China Bear 3x Shares ETF, SPDR S&P China ETF, Global news and forex, News on the U.S. economy, Top stock market news, News on ...
Originally published on Feb. 13, 2019 By Bluford Putnam and Erik Norland China's growth is decelerating, it is loaded with debt and is involved in a high stakes trade war with the United States. Despite these issues, China's economy appears to be holding up better than one might have e...
Getting straight to the point - last October, I wrote an article covering the record onshore bond defaults happening in corporate China ( read here if you haven't). I wrote: "So after including the 11 defaults between Jan and July, this brings the total to 19 new defaults in only the ...
Highlights from the February report China’s US$12 trillion bond market is projected to double in size in the next four years to about US$24 trillion, according to Goldman Sachs. Chinese Government Bonds (CGBs) are forecast to account for an estimated US$4 trillion of that market b...
Our macro team authored the bearish thesis on China and Emerging Markets back in January 2018. A core component to the view was a persistent steepening of comparative base effects for key drivers of global growth as far as the eye can see. It’s highly unlikely that Beijing has done ...
By Tracy Chen, CFA, CAIA The global auto industry is hitting a speed bump with sales challenged in most major regions including China, the U.S., and Europe. Can the world still rely on China's auto demand to absorb the shock in the industry? As auto sales are key barometers of global eco...
With China's economic growth near a three-decade low, having reached 6.4% in 2018, there is a lot of concern about the global crude oil market's performance this year. Without doubt, the impact of the country's trade war with the US cannot be ignored, but meanwhile, there are several other par...
China's slowdown is troubling U.S. companies that have enjoyed strong exports to that giant economy. Caterpillar (CAT) missed earnings estimates partly because of China. 3M (MMM) warned of a sales slowdown related to weak China business. Apple (AAPL) and NVIDIA (NVDA) warned about cons...