In today’s briefing:
- Ohayo Japan: SPX -2.9%WoW as UAW Auto Strikes Expand; JapanX – Nintendo Is THE Prime Gaming Asset
- 2023Q4 A-Share Market Outlook and the Potential Sino-US Deals – Time to Go Long?
Ohayo Japan: SPX -2.9%WoW as UAW Auto Strikes Expand; JapanX – Nintendo Is THE Prime Gaming Asset
- OVERSEAS: The S&P 500 lost 2.9% last week, its worst performance since March; US Auto Strike expands; US budget talks fail – Govt shutdown risk rises.
- JAPAN: Nikkei ends the week down -3.4%; BOJ downplays policy exit; Japan Core Inflation remains at 3.1%
- JAPAN X: Phil Spencer, the head of gaming at Microsoft, was found to have expressed keen interest in acquiring Nintendo
2023Q4 A-Share Market Outlook and the Potential Sino-US Deals – Time to Go Long?
- How long the Fed has to maintain high interest rates sometimes does not entirely depend on the US itself, but also depends on whether other countries are willing to “cooperate”.
- As China and the US have entered deeper negotiations, investors are looking forward to some big deals, but they may also need to be psychologically prepared for “not meeting expectations”.
- Since the biggest problem restricting foreign investment inflows has been solved, incremental funds are coming. The real A-share bull market may not come until the RMB officially enters sustained appreciation channel.
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