In today’s briefing:
- Systematic Macro Investors Represent USD 300 Billion in Selling Pressure!
- CX Daily: Tencent, ByteDance Gut Metaverse Units in Virtual Reality Check
- U.S. Firms’ Optimism on China Grows Despite Tensions, AmCham Survey Shows
Systematic Macro Investors Represent USD 300 Billion in Selling Pressure!
- Positioning has been one of the few positives for equities in recent weeks, but a storm is brewing.
- Systematic Macro investors have been absorbing USD 170 billion in global equities in recent weeks for just one reason, volatility.
- Should equities drop to their October lows, our charts suggest volatility-related equity selling pressure of USD 300 billion. We remain underweight equities.
CX Daily: Tencent, ByteDance Gut Metaverse Units in Virtual Reality Check
In Depth: Tencent, ByteDance gut metaverse units in virtual reality check
Xi affirms China’s commitment to restoring peace in Ukraine in phone call with Zelenskyy
British Airways resumes service to China after two-year hiatus
U.S. Firms’ Optimism on China Grows Despite Tensions, AmCham Survey Shows
- Although rising tensions between Washington and Beijing continue to be a top concern, American companies in China are increasingly optimistic about their outlook on China
- In a survey conducted by the American Chamber of Commerce in China (AmCham China) last week, almost 60% of the 109 members who participated responded positively when asked about their outlook on China’s economic recovery for the next two years
- Nearly all AmCham China members believe that positive relations between the U.S. and China are essential for the growth of their companies
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
