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>Shipbuilding /Cover Story: U.S. widens China trade fight to shipbuilding which it lost decades ago</li><li>China-France /: Xi looks to cement friendship and enhance trust on France visit</li><li>Hang Seng Index /: Beijing’s show of resolve helps drive Hang Seng on 10-session winning streak, analysts say</li></ul>

Shipbuilding /Cover Story: U.S. widens China trade fight to shipbuilding which it lost decades agoChina-France /: Xi looks to cement friendship and enhance trust on France visitHang Seng Index /: Beijing’s show of resolve helps drive Hang Seng on 10-session winning streak, analysts say

CX Daily:  U.S. Widens China Trade Fight to Shipbuilding Which It Lost Decades Ago 

Independent Investment Research & Investor, Maverick Equity Research

Maverick Equity Research

Independent Investment Research & Investor

Independent Investment Research & Investor: value, dividend and growth stocks. Risk management & hedging for an all weather portfolio.

Thematic (Sector/Industry)

<ul><li>One would meet here people from all walks of life, interests, subject of study, leisure reading, university studying, work etc.</li><li>One can meet a 20-year youngster that dropped from university and works 10-12h/a day on his app which already works very very well, to a 45-year chap that has been devoting his last 5 years to give Shakespeare a new novel interpretation … which makes me tell myself and my friends many times that our single focused interests, opinions, biases and views about the world might be quite narrow and 100,000 miles apart from somebodies else’s.</li><li>It’s not about being ‘right’ or ‘wrong’, but about the fundamental aspect to remain open minded … .</li></ul>

One would meet here people from all walks of life, interests, subject of study, leisure reading, university studying, work etc.One can meet a 20-year youngster that dropped from university and works 10-12h/a day on his app which already works very very well, to a 45-year chap that has been devoting his last 5 years to give Shakespeare a new novel interpretation … which makes me tell myself and my friends many times that our single focused interests, opinions, biases and views about the world might be quite narrow and 100,000 miles apart from somebodies else’s.It’s not about being ‘right’ or ‘wrong’, but about the fundamental aspect to remain open minded … .

Maverick Charts & Markets - January 2024 Edition #14

External broker reports(aggregated public sources), ABN AMRO

ABN AMRO

External broker reports(aggregated public sources)

ABN AMRO is a personal bank in the digital age. A bank committed to playing a serious role in society. This digital age helps us to bring banking ever closer to our clients and what they need. Our areas of focus are inclusion, sustainability, social entrepreneurship, innovation, daily banking 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.

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><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>

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

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.

<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


<ul><li>We can observe a similar situation of temporarily tight liquidity when we compare Overnight or 1-week HIBOR to 1-month HIBOR, which tends to be more volatile.</li><li>However, it is worth noting that the curve remains flat from 1 week to three months.</li><li>In December, yields peaked, and the curve remained steep, possibly due to year-end demand.</li></ul>

We can observe a similar situation of temporarily tight liquidity when we compare Overnight or 1-week HIBOR to 1-month HIBOR, which tends to be more volatile.However, it is worth noting that the curve remains flat from 1 week to three months.In December, yields peaked, and the curve remained steep, possibly due to year-end demand.

Hong Kong

The Hang Seng Index is a free-float capitalization-weighted index of a selection of companies from the Stock Exchange of Hong Kong. The components of the index are divided into four subindices: Commerce and Industry, Finance, Utilities, and Properties. The index was developed with a base level of 100 as of July 31, 1964.

Hang Seng Index (HSI INDEX)

CX Daily: U.S. Widens China Trade Fight to Shipbuilding Which It Lost Decades Ago

Shipbuilding /Cover Story: U.S. widens China trade fight to shipbuilding which it lost decades ago China-France /: Xi looks to cement friendship...

Caixin Global

Maverick Charts & Markets - January 2024 Edition #14

One would meet here people from all walks of life, interests, subject of study, leisure reading, university studying, work etc.

Maverick Equity Research

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

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

Hong Kong's Economic Bind

We can observe a similar situation of temporarily tight liquidity when we compare Overnight or 1-week HIBOR to 1-month HIBOR, which tends to be...

Untying The Gordian Knot