Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

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Cross Asset Strategy

<ul><li>Trump 2.0 means reboot of aggressive tariff policy toward China</li><li>TSMC suspends shipments of more advanced chips to mainland clients, sources say</li><li>State-owned China COSCO Shipping Corp. Ltd. has opened a new sea-land route that reduces the time it takes to transport goods from China to Europe by one-fifth</li></ul>

Trump 2.0 means reboot of aggressive tariff policy toward ChinaTSMC suspends shipments of more advanced chips to mainland clients, sources sayState-owned China COSCO Shipping Corp. Ltd. has opened a new sea-land route that reduces the time it takes to transport goods from China to Europe by one-fifth

CX Daily: Trump 2.0 Means Reboot of Aggressive Tariff Policy Toward China 

External broker reports(aggregated public sources), ABN AMRO

ABN AMRO

External broker reports(aggregated public sources)

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Macroeconomics

<ul><li>Beijing steps up property support; risks being shifted to banks, longer-term downsizing to continue</li><li>Support measures should help a broader recovery in domestic demand, but this may take time</li><li>Structural drags remain: we expect annual growth to fall below 5% in 2024 and 2025</li></ul>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.

Beijing steps up property support; risks being shifted to banks, longer-term downsizing to continueSupport measures should help a broader recovery in domestic demand, but this may take timeStructural drags remain: we expect annual growth to fall below 5% in 2024 and 2025Content 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.

China Outlook 2024 - Navigating Between Cyclical and Structural Headwinds

<ul><li>Covid-19 / Cover Story: China’s Covid response calibration. </li><li>Markets / In Depth: Chinese stocks’ wild ride. </li><li>China-U.S. / Xi Jinping calls for China and U.S. to share responsibilities for world peace. </li></ul>

Covid-19 / Cover Story: China’s Covid response calibration. Markets / In Depth: Chinese stocks’ wild ride. China-U.S. / Xi Jinping calls for China and U.S. to share responsibilities for world peace. 

CX Daily: China’s Covid Response Calibration

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.

Technical Analysis

<ul>
<li>The US market led the global equity rally as the invasion started. The long bond yields rose, and the yield curve steepened</li>
<li>European markets did well on Thursday and Friday but failed to recover as strongly as US stocks. Asia was a laggard in general.</li>
<li>I would have been more confident of the equity rally had the long bond yields rose on Friday, and the curve steepened.</li>
</ul>


The US market led the global equity rally as the invasion started. The long bond yields rose, and the yield curve steepened
European markets did well on Thursday and Friday but failed to recover as strongly as US stocks. Asia was a laggard in general.
I would have been more confident of the equity rally had the long bond yields rose on Friday, and the curve steepened.


China

The Hang Seng China Enterprises Index is a free-float capitalization-weighted index comprised of H-Shares listed on the Hong Kong Stock Exchange and included in the Hang Seng Mainland Composite Index. The base value of this index is 2000 as of Jan 3, 2000. This index replaced the old HSCE index on Oct. 3, 2001.

Hang Seng China Enterprises Index (HSCEI INDEX)

Hang Seng China Enterprises Index (HSCEI INDEX)

CX Daily: Trump 2.0 Means Reboot of Aggressive Tariff Policy Toward China

As the 78-year-old Republican prepares to lead a deeply divided nation, all eyes are on the critical decisions shaping his second-term...

Caixin Global

China Outlook 2024 - Navigating Between Cyclical and Structural Headwinds

Beijing steps up property support; risks being shifted to banks, longer-term downsizing to continue Support measures should help a broader...

ABN AMRO

CX Daily: China’s Covid Response Calibration

Covid-19/Cover Story: China’s Covid response calibration. Markets/In Depth: Chinese stocks’ wild ride. China-U.S./Xi Jinping calls for China and...

Caixin Global

Buy at the Sound of Cannons

The US market led the global equity rally as the invasion started. The long bond yields rose, and the yield curve steepened

Untying The Gordian Knot