Macro

Brief Macro: China’s FX Gaps Ahead of Lunar New Year and more

In this briefing:

  1. China’s FX Gaps Ahead of Lunar New Year
  2. Huawei/Trade Talks/ Foreign Investment/Profit Warnings/QFII & RQFII

1. China’s FX Gaps Ahead of Lunar New Year

Slide10

China has essentially shut down for Chinese New Year, but we want to take a look at FX markets and the relationship between the USD and RMB. Another reason to keep this at the forefront is that the trade talk deadline is on the other side of Spring Festival. We anticipate FX to be impacted by trade speculation ahead of the deadline.

2. Huawei/Trade Talks/ Foreign Investment/Profit Warnings/QFII & RQFII

China News That Matters

  • Caught red-handed? US charges Huawei
  • DC talks await leaders’ summit
  • Still lovin’ it? Beijing serves new law for foreign investors 
  • Slowdown sparks profit warnings
  • Luring foreign lolly with combined schemes

In my weekly digest China News That Matters, I will give you selected summaries, sourced from a variety of local Chinese-language and international news outlets, and highlight why I think the news is significant. These posts are meant to neither be bullish nor bearish, but help you separate the signal from the noise.

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