Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>Autos /<a href="https://www.caixinglobal.com/2023-08-23/in-depth-chinas-auto-exports-belie-roadblocks-to-conquering-europe-us-102095963.html" target="_blank" rel="noopener">In Depth: China’s auto exports belie roadblocks to conquering Europe, U.S.</a></li><li>China-South Africa /: Xi calls for more cooperation between China and South Africa</li><li>Schroders /: Schroders China unit seeks approval for first mutual fund</li></ul>

Autos /In Depth: China’s auto exports belie roadblocks to conquering Europe, U.S.China-South Africa /: Xi calls for more cooperation between China and South AfricaSchroders /: Schroders China unit seeks approval for first mutual fund

CX Daily: China’s Auto Exports Belie Roadblocks to Conquering Europe, U.S.

Asia biased macro & technical analysis, Untying The Gordian Knot

Untying The Gordian Knot

Asia biased macro & technical analysis

A differentiated process with a primary focus on Asia. Technical Analysis as core and Macro drivers that could bring the view to fruition & changes that could make the idea fall apart. The objective is to be the best in class, hence corner shop.

Macroeconomics

<ul>
<li>The People's Bank of China (PBOC) has been draining liquidity through reverse repo while the Chinese Yuan (CNY) fixing has been notably stronger than anticipated.</li>
<li>It could be attributed to various factors, such as: A significant drop in the manufacturing Purchasing Managers' Index (PMI)</li>
<li>Weaker PMI sub-indices, including export orders and employment</li>
</ul>


The People's Bank of China (PBOC) has been draining liquidity through reverse repo while the Chinese Yuan (CNY) fixing has been notably stronger than anticipated.
It could be attributed to various factors, such as: A significant drop in the manufacturing Purchasing Managers' Index (PMI)
Weaker PMI sub-indices, including export orders and employment


External broker reports(aggregated public sources), Nordea

Nordea

External broker reports(aggregated public sources)

Nordea is the bank in the Nordics dedicated to serving corporations and institutional customers. Our offering includes a diverse range of financing, cash management and payment services, investment banking, capital markets products, securities services and more. Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul>
<li>In July, we observe a significant decrease in overall risk levels.</li>
<li>Currently, there are no currencies labeled as high risk, and 27 currencies are labeled as low risk.</li>
<li>Regarding the Russian ruble, it remains in the green territory.</li>
</ul>
<p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>


In July, we observe a significant decrease in overall risk levels.
Currently, there are no currencies labeled as high risk, and 27 currencies are labeled as low risk.
Regarding the Russian ruble, it remains in the green territory.

Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Technical Analysis

<ul><li>The industrial sector is exhibiting signs of a prolonged slowdown, similar to Real Estate and Household trends.</li><li>This Note is the third in a series on China's econChina'scovery; we update key charts and add charts relevant to the Industrial sector.</li><li>Qingdao City on Friday reduced the deposit requirement for purchasing homes, following a trend set by several other cities.</li></ul>

The industrial sector is exhibiting signs of a prolonged slowdown, similar to Real Estate and Household trends.This Note is the third in a series on China's econChina'scovery; we update key charts and add charts relevant to the Industrial sector.Qingdao City on Friday reduced the deposit requirement for purchasing homes, following a trend set by several other cities.

<ul><li>This is the second of three notes on China's recovery.</li><li>Most, if not all, bullish consumer recovery scenarios have been based on the revenge spending model that analysts witnessed in other parts of the world.</li><li>There is no question that it is human to do things like recreation, shopping, and travel after three years of lockdowns.</li></ul>

This is the second of three notes on China's recovery.Most, if not all, bullish consumer recovery scenarios have been based on the revenge spending model that analysts witnessed in other parts of the world.There is no question that it is human to do things like recreation, shopping, and travel after three years of lockdowns.

China

The Chinese renminbi (yuan) is the official currency of The People's Republic of China. 

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

CNY (USDCNY CURNCY)

CX Daily: China’s Auto Exports Belie Roadblocks to Conquering Europe, U.S.

Autos /In Depth: China’s auto exports belie roadblocks to conquering Europe, U.S. China-South Africa /: Xi calls for more cooperation between...

Caixin Global

China News Headline Not Discounted

The People's Bank of China (PBOC) has been draining liquidity through reverse repo while the Chinese Yuan (CNY) fixing has been notably stronger...

Untying The Gordian Knot

EM Traffic Light July 2023

In July, we observe a significant decrease in overall risk levels. Currently, there are no currencies labeled as high risk, and 27 currencies are...

Nordea

China Recovery - Industrial

This Note is the third in a series on China's econChina'scovery; we update key charts and add charts relevant to the Industrial sector.

Untying The Gordian Knot

China Recovery - Households

Most, if not all, bullish consumer recovery scenarios have been based on the revenge spending model that analysts witnessed in other parts of the...

Untying The Gordian Knot

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)