Xtrackers Harvest CSI 300 China A-Shares ETF
China’s Industrial Production Rises: Is Investor Confidence Back?
On a year-over-year basis, China’s industrial production increased to 6.0% in May 2016. That’s the same pace as April.
Insight into China’s Manufacturing PMI in December 2017
China’s manufacturing PMI stood at 51.6 in December compared to 51.8 in November 2017, which was in line with the market’s expectation of 51.6.
Why Hedge Funds Remain Bearish on China
London-based Omni Macro Fund and US-based Moore Capital Macro Fund have been betting against China’s yuan for almost two years now.
China’s Industrial Profits Accelerate in June
According to the National Bureau of Statistics, China’s industrial profits for firms above a designated size rose by 5.1% year-over-year to 616.3 billion yuan ($92.4 billion) in June.
China’s Retail Sales Improved in December: What Does It Mean?
On a year-over-year basis, China’s retail sales showed strong recovery in December 2016.
Why China’s Manufacturing PMI Fell in October 2017
The October China manufacturing PMI (purchasing managers’ index) report indicates a fall in manufacturing activity in October as compared to September 2017.
IMF Provides a Positive Assessment of China’s Economy
In a press conference on June 14 on its annual Article Four Staff Report, the IMF provided a positive assessment of China’s economy.
China Still Offers Some Opportunities
China still offers some bright spots of opportunity for investors. The equity market slump in China (YINN) is not likely to affect the Chinese consumer.
Can Under Armour’s Growth Model Cope With These Threats?
Key threats to the company include higher labor costs and greater regulation. After the Bangladesh factory tragedy, stricter regulations can be expected.
Why Druckenmiller Is Optimistic about Chinese Consumer Stocks
Druckenmiller’s firm bought 710,200 shares of Alibaba (BABA) in 2Q17. The holding accounted for nearly 5.4% of the firm’s portfolio in 2Q17.
China’s New Yuan Loans Rose in May, but Its Debt Pile Increased
According to the People’s Bank of China, new loans issued by Chinese banks rose to 985.5 billion yuan ($150 billion) in May from 555.6 billion yuan ($85.2 billion) in the previous month.
Why the Fed Decided to Postpone Liftoff
Forget the September versus December debate. The Fed may already be behind the curve, according to Rick Rieder.
Why China Matters in the Long Run
China matters in the long run—and not just for investors in the country’s equity markets. Slack in the Chinese economy could affect the global economy (FAM) in a big way.
Mark Mobius: How China Will Benefit the Most from Brexit
At the SALT (SkyBridge Alternatives) Conference 2016, Mark Mobius spoke about emerging markets (VWO) (EEM), particularly China (FXI).
SSE Composite Index Falls on Worries of a US Interest Rate Hike
The SSE Composite Index fell 1.0% to 2,807.51 from May 11 to May 18, 2016, after the minutes of the Federal Reserve’s April policy meeting hinted that a rate hike might happen in June.
Are There Opportunities amid China’s Manufacturing Slump?
China’s manufacturing sector has been plagued by weak demand, rising labor costs, overcapacity in industries, and tighter resource and environmental constraints.
Why Are Mark Yusko and Mark Mobius Bullish on China?
Mark Yusko has been bullish on China for a long time. He thinks that although China’s GDP declined, it’s still at a much higher level than other countries.
What are the implications of Taiwan-China unification?
The people of Taiwan fear that political unification with China could have grave consequences for their economy.
How Investors Are Shorting China
There are those betting against the Chinese yuan on the belief that it will keep trending south. There are also those betting against the Chinese economy.
China’s Position as a Global Economic Power Is Weakening
China saw its double-digit growth rates, recorded after the 2009 economic recession, fall to less than 7% as of fiscal 3Q15. Its global position is weakening.
China Has Been a Source of Turmoil for Emerging Markets
China (GCH) has been a source of turmoil for emerging market funds (FEO) for the better part of the year.
Stanley Druckenmiller: Why the Bull Market Is Exhausting Itself
Stanley Druckenmiller, chair and CEO of the Duquesne Family Office and billionaire investor, discussed his views about the current investment environment at the Sohn Investment Conference in New York.
Why Walmart Faces an Uphill Battle in China and Brazil
Walmart reported a decline of 3% in same-store sales in China in fiscal 4Q16. The decrease was driven by a whopping 8.5% reduction in store traffic.
How China Affected Markets in September
According to the monthly data released by the NBS of China, China’s industrial output rose at an annualized rate of 6.1% YoY in September.
What Has Muted the Demand for Commodities?
The demand for commodities has been dampened by a variety of factors, particularly in the last two years.
Why China’s credit-driven growth model is not sustainable
In an attempt to curtail credit growth, central bankers in China have been resorting to monetary policy tightening measures since May.
China’s Inflation Rate Rose to 1.4% in June, SSE Rebounds
China’s stock exchange benchmark index, the SSE fell to a 3,507.19 at the close of trade on July 8. It rebounded to a 3,709.33 at the close of trade on July 9.
Investors Should Watch These Economic Indicators This Week
The iShares MSCI ACWI ETF (ACWI), which tracks the performance of the global market, rose 1.1% in December 2017.
From Men to Machines: China’s Robotic Revolution
A quiet revolution is taking place in China. Few people will have heard of Shenzhen Everwin Precision Technology but this company is making history.
How Demographics Are the Key to India’s Growth
Demographics are the key to India’s growth story. India’s strength in numbers is one of its biggest advantages over the rest of the world.
China’s Relationship with Apple Concerns Carl Icahn
Icahn views Chinese authorities as benevolent dictators. Icahn isn’t worried about Apple. He’s worried about China’s attitude toward the company.
Why China’s Industrial Profits Have Slowed Down
According to the National Bureau of Statistics (or NBS), China’s industrial profits for firms above a designated size rose 3.7% year-over-year to 537.2 billion yuan.
Contraction in China’s July Manufacturing PMI
China’s manufacturing PMI According to a report by the National Bureau of Statistics of China, China’s final manufacturing PMI (purchasing managers’ index) stood at 49.9 in July 2016, compared to 50 in June. That was below Market expectations. This is the first time that the index fell into the contraction zone since February 2016. A […]
What Are the Key Economic Indicators in the Next Week?
If global indicators improve in the next week, then the performance of the global index will also rise. ACWI tracks the performance of overall global equities.
Growth in New Orders Help Manufacturing Output Stabilize in China
The iShares China Large-Cap ETF rose 2.32% at the close of June 23, as the HSBC/Markit Economics report for China indicated a strengthening industrial sector for the month.
Will China’s Improved Industrial Production Affect Manufacturing?
According to the National Bureau of Statistics of China, on a year-over-year basis, the country’s industrial production rose 6.1% in September 2016 compared to a 6.3% gain in the previous month.
Chinese Indexes Surge as US Gets Back to Work after Long Weekend
The Chinese indexes closed on a high for the third consecutive day today.
Why Brazil is caught in the China trap
By allowing Chinese products and investments to enter its territory, Brazil invited competition from the one economy that’s capable of damaging its protected industrial base.
How a Donald Trump Win Could Impact China
Republican presidential candidate Donald Trump stated that he intends to weaken trade links between China and the US, and that he would be likely to introduce trade policies against China.
Krugman: We’re Seeing ‘Japanification’ of Developed World and China
Paul Krugman says he’s witnessing the “Japanification” of the developed world (EFA) (VEA).
China’s Slowdown Gets Worse, Industrial Profits Fall
The US-China trade war has amplified China’s slowdown. Over the weekend, China released its September industrial profits data.
Is Tesla Bear Jim Chanos Buying Something New?
Jim Chanos, the founder and president of Kynikos Associates, is a long-time short-seller of Tesla stock. Tesla stock has fallen 17.5% in the last year.
Will Xi Jinping Give a Meeting Invite to Trump as a Birthday Gift?
This week started with Trump threatening China with 25% tariffs on the remaining $300 billion in Chinese exports to the US. He said that the tariffs will come into effect if the deal is not reached by the G20 Summit in Japan at the end of this month.
Asian Markets Turn Bearish as China Says Its Not Afraid to Fight
China’s National Bureau of Statistics released May’s inflation numbers today.
Trade War Moves to Rare Earths, Chinese Indexes Gained
On May 29, China’s People’s Daily discussed the possibility that the US could lose access to rare earth materials due to the trade war.
Shanghai Composite Stays Steady, Shenzhen Component Drops
Despite the disappointing PMI data for May around the world, most Asian markets ended in the green on May 24.
Chinese Indexes Drop as Xi Jinping Invokes ‘Long March’
Xi Jinping has urged citizens to embrace “the new long march” amid rising trade tensions with the United States.
Chinese Indexes Advance on Easing Restrictions on Huawei
Huawei will now be authorized to purchase American equipment to maintain its existing network and provide software updates to users.
US-China Tariff War Escalates to a Ban War
The US-China trade war seems to be escalating by the day into a possible catalyst for the next global financial crisis.
Chinese Indexes Fall as Trade War Worsens
China’s benchmark Shanghai Composite Index reacted sharply to the escalating trade tensions.
Shanghai Composite Gains as Trade War Intensifies
The trade war between the US and China is getting nastier.
Shanghai Composite Rebounds Even as Economic Data Disappoint
Markets eased today as President Donald Trump called the US-China trade war “a little squabble.”
Shanghai Composite Falls, Buddha’s Birthday Saves Hang Seng
After recovering spectacularly on May 10, the Shanghai Composite Index fell again today—its third loss in the last five trading days.
Chinese and Hong Kong Markets Surge Even as Tariffs Take Effect
This week was brutal for Chinese and Hong Kong markets until May 9. It all started with President Donald Trump’s tweets on May 5.
China’s Services Activity Rose: Is Trade War Taking a Pause?
The final China Markit Services PMI improved significantly in June. It was 53.9 in June compared to 52.9 in May.
China Manufacturing PMI: Is It Signaling an Economic Change?
The China Manufacturing PMI for June showed an improvement in manufacturing activity.
Is Solid Rise in China’s Manufacturing PMI Reducing Trade War Worries?
China’s manufacturing PMI (purchasing managers’ index) report for May signaled a solid rise in the manufacturing activity during the month.
Will a Pause in US-China Tensions Help China’s Services Sector?
China’s final Markit services PMI rose significantly in April. It was 52.9 in April compared to 52.3 in March.
China’s Service Activity Weakens
According to Markit Economics, China’s service PMI (purchasing managers’ index) weakened in March, falling to 52.3 from 54.2 in February.
China’s Manufacturing Activity Improves despite Trade Concerns
In March, China’s manufacturing PMI (purchasing managers’ index) indicated a solid rise in manufacturing activity, rising to 51.5 from 50.3 in February.
Is China’s Economy Showing Signs of Strength?
The world’s second-largest economy, China, has shown huge fluctuations in its economic growth in recent years.
How China’s Services PMI Trended in February 2018
According to data provided by Markit Economics, China’s final Markit services PMI (purchasing managers’ index) showed a weaker rise in February 2018.
Gradual Fall in China’s Manufacturing PMI Could Be a Big Concern
China’s manufacturing PMI (purchasing managers’ index) report for February 2018 indicates a weaker improvement in the manufacturing activity as compared to January.
China’s Service Activity Improves: What It Says About the Economy
China’s service activity in January 2018 According to Markit Economics, China’s service PMI (purchasing managers’ index) showed a solid improvement in January 2018, rising to 54.7 from 53.9 in December 2017. It beat the market estimate of 53.6. China’s service PMI was affected by the following factors in January 2018: production output and volume rose strongly new […]
What Boosted China’s GDP in 2017?
China’s (FXI) (YINN) GDP grew at an annualized rate of 6.8% in 4Q17.
China’s Services PMI Rose: Is the Economy Back on Track?
China’s final Markit services PMI stood at 53.9 in December compared to 51.9 in November 2017. It beat the preliminary market estimation of 51.8.
Why China’s Retail Sales Strengthened in November 2017
On a year-over-year basis, China’s retail sales strengthened in November 2017, according to a report by the National Bureau of Statistics of China.
Why China’s Service Sector Activity Rose in November
China’s service sector in November According to data provided by Markit Economics, China’s service PMI (purchasing managers’ index) stood at 51.9 in November, compared with 51.2 in October 2017. It beat the preliminary market estimate of 51.5. China’s November service PMI updates are as follows: production output and volume improved new business orders improved employment in […]
Key Economic Indicator Data Released Last Week
In this series, we’ll analyze major emerging nations’ manufacturing and service PMIs (purchasing managers’ indexes).
Why Chinese Investors Are Looking to India
In June 2017, China’s FDI (foreign direct investment) in India had soared to $1.7 billion, according to Indian government figures.
James Gorman Says China ‘Is a Gift to the World Economic Growth’
James Gorman, chair and CEO of Morgan Stanley (MS), shared his view on China (FXI) (YINN) in an interview with CNBC.
China’s Retail Sales Fell Last Week: Will That Affect Growth?
According to a report provided by the National Bureau of Statistics of China, on a yearly basis, China’s retail sales rose 10% in October compared to a 10.3% rise in September 2017.
China’s Services PMI Improved: Is the Economy Back on Track?
According to data provided by Markit Economics, the Caixin China Services PMI (purchasing managers’ index) improved in October 2017 from its 21-month low in September.
Why PayPal Is Expanding Its Partnership with Facebook
PayPal (PYPL) expanded its partnership with Facebook (FB) on October 20, allowing Facebook Messenger users to send money to other users through Facebook’s payment gateway.
Does China’s Consumer Confidence Signal Better Conditions?
According to a report provided by the National Bureau of Statistics of China, the consumer confidence index for China stood at 114.7 in August 2017 compared to 114.6 in July.
China’s Inflation Is Improving: Are Consumers More Selective?
According to a report provided by the National Bureau of Statistics of China, China’s inflation index improved 0.50% in September 2017 compared to a 0.40% rise in August 2017.
China’s GDP at 6.8% in 3Q17: What’s Affecting Economic Growth?
China’s GDP grew at an annualized rate of 6.8% in 3Q17 and met the market expectation. The economy expanded at an annualized rate of 6.9% in the first two quarters of 2017.
Is the Russian Economy Recovering with the Help of Oil?
Russia (RSX) plays an important role in emerging nations (EEM) (VWO). Its economic growth showed a huge contraction in 2015 and 2016.
Why China’s Services PMI Rose in August 2017
According to a report by Markit Economics, China’s Caixin services PMI rose to 52.7 in August 2017 as compared to 51.5 in July.
China’s Manufacturing PMI Indicated Stronger Business Climate
China’s manufacturing activity improved sharply in August 2017.
Goldman Sachs Increased JD.com’s Target Price to $56
Goldman Sachs (GS) has a positive outlook on JD.com (JD).
Did China’s Imports Rise on Its Structural Shift in June 2017?
China’s (FXI) imports rose to $153.8 billion in June 2017, a 17.2% rise year-over-year (or YoY) and a 2% rise month-over-month.
Chinese Exports Rose in June 2017 on Improving Global Demand
Chinese (FXI) exports stood at $196.6 billion in June 2017, a rise of 11.3% year-over-year basis and a rise of 8.7% month-over-month.
Will China Continue to a See Steady Rise in Inflation in 2017?
Inflation in China was on a steady rise in June 2017, in line with the market’s expectation. China’s (MCHI) consumer prices rose 1.5% year-over-year in June 2017.
Does Rise in Service Sector PMI Suggest Smooth Transition for China?
A solid improvement in China’s (FXI) service sector in May 2017 provided a much-needed support, as its economy currently struggles with its manufacturing sector.
Will Economic Growth in China Boost Its Market Performance?
China’s (FXI) economy posted remarkable GDP growth in 1Q17 amid concerns of high levels of debt and a decline in domestic demand.
A Look at China’s Manufacturing Activity in 2017
China’s (FXI) economic activity slowed down in May 2017 as the country’s manufacturing activity touched its 11-month low.
China’s Increasing Debt Level and Real Estate Bubble
Increasing credit in China is resulting in the real estate bubble. China’s real estate bubble is a threat to economic growth in emerging markets.
Will There Be an Economic Slowdown in 2017?
Any slowdown in China’s economic growth is expected to impact developed (SPY) (EWU) (HEDJ) and emerging economies (FXI) (EEM).
Lower Industrial Output Could Impact China’s Market
China’s (FXI) economic activity slowed down more than expected in April 2017 due to fading factory demand. Markets expected a gradual slowdown.
Exports Recover as China Shifts Its Base in 2017
Chinese exports in US dollar terms fell 7.7% in 2016 compared to 2015, making it the worst decline since 2009.
China’s Retail Sales Improved in March 2017
Retail sales of consumer goods totaled 8.5 trillion yuan (~$1.3 trillion) in 1Q17, according to the National Bureau of Statistics.
What China’s Weakening Services PMI Indicates for the Economy
Caixin China’s services PMI (purchasing managers’ index) stood at 52.2 in March 2017 compared to 52.6 in February.
China’s Manufacturing PMI Improved: How It Could Drive Investor Sentiment
China’s final manufacturing PMI (purchasing managers’ index) stood at 51.8 in March 2017 compared to 51.6 in February, beating market expectations of 51.6.
How Did China’s Retail Sales Look in February?
On a year-over-year basis, China’s retail sales were weaker in February 2017, according to the National Bureau of Statistics of China. The data were released on March 13, 2017.
Will China’s Improved Industrial Production Impact Manufacturing?
According to the National Bureau of Statistics of China, on a year-over-year (or YoY) basis, the country’s industrial production rose 6.3% in February 2017.
China Services PMI Could Indicate a Weaker Path for Its Economy
According to a report by Markit Economics, the Caixin China services PMI (purchasing managers’ index), released on March 2, 2017, stood at 52.6 in February 2017.
Bill Gross Says China’s Credit Level Ballooning
China’s financial markets already crashed in August 2015. However, the total debt-to-GDP ratio is still too high, at 277% in 2016.
Why Munger Believes China Looks Better for Investments
The Shanghai Composite Index (SSE) showed a huge fall in performance at the beginning of 2016 since there was a huge contraction in China’s manufacturing PMI.
Does Ray Dalio Think the US Is a Good Place to Do Business?
In a recent interview with CNBC, activist investor Ray Dalio said that he believes business sentiment in the US is improving.