BTC iShares China Large-Cap ETF

In 2019, the Shanghai Composite Index rose 22.3%, while the Hang Seng Index gained 9.1%. Meanwhile, India’s Nifty 50 rose 12%.

Apple stock is trading 0.5% higher in pre-market trading today. On Friday, two investment banks raised Apple’s target price.

JD.com (JD) shares are trading close to 3% higher in early market trading. The company announced its third-quarter results today.

Both the Shanghai Composite Index and the Hang Seng Index closed with gains today. Also, Asian markets were in the green from the recent momentum.

China’s PMI increased to 51.7 in October from 51.4 in September. The Caixin China General Manufacturing PMI rose to the highest level since February 2017.

According to an Apple Insider report, investment bank Cowen expects Apple to post sales of $90 billion in the first quarter of fiscal 2020.

The US-China trade war has amplified China’s slowdown. Over the weekend, China released its September industrial profits data.

On October 23, the Shanghai Stock Exchange Composite Index was down 0.4%. Among the major sectors, technology and utilities were in the green.

China’s slowdown concerns have intensified amid a flurry of soft data points. On October 15, China released its September producer price inflation data.

Today, China released its September trade data. The exports and imports were weaker than expected. President Trump’s tariffs have hit China’s exports.

China, the world’s largest auto market, is faltering like never before. September was the 15th month of annual car sales decline for the company.

Apple (APPL) stock received another target price upgrade today. Investment firm Nomura Instinet increased the stock’s target price from $185 to $205.

On September 30, Jeffrey Gundlach talked to Fox Business and shared his views on the US economy, the 2020 presidential election, and the recession outlook.

Today, China released its manufacturing PMI data. The official and private Caixin/Markit surveys were better than expected.

Bloomberg reported today that Trump administration officials were discussing putting controls on China investments by US companies and funds.

September 13 was China’s Mid-Autumn Festival. Some investors may be expressing gratitude for the recent trade war decisions made by Jinping and Trump.

As the trade war rages on, China’s de-dollarization bid continues. The trade war is taking a toll on the US and Chinese economies.

China, the world’s largest automotive market, has more bad news for automakers. The slump in China’s auto sales refuses to die down.

While talking to Fox Business News today, Treasury secretary Steven Mnuchin presented his views on the upcoming US-China trade talks.

Tech stocks have been massive wealth creators over the years. For 2020, you should look to Amazon, Alibaba, and Autodesk. Here’s why.

China’s August manufacturing PMIs have diverged. While Caixin/Markit data shows expansion, the official PMI shows contraction has continued.

The US (SPY) stock index futures rose on Thursday after China’s (MCHI) (FXI) positive comments about resolving the trade war.

China’s economy is slowing considerably, which isn’t news. Every new data point coming out of the country corroborates this slowdown.

China’s slowdown is becoming more apparent in its latest economic data. Previously, Chinese authorities disputed that the trade war was hurting the economy.

The trade talks restarted after China’s top trade negotiator, Vice Premier Liu He, publicly called to de-escalate the tensions on Monday.

Chinese tech giant Tencent (TCEHY) posted better-than-expected Q2 earnings. Its revenue growth accelerated in Q2 due to a rebound in its gaming segment.

US Secretary of State Mike Pompeo expects the US-China trade war to end next year. Others think the trade war could last decades.

Chinese (FXI) tech company Baidu (BIDU) will be announcing its second-quarter earnings results on August 19 after the market closes.

The market fell on August 14 when China threatened to retaliate against US tariffs. This news hit semiconductor stocks, which depend on China for revenue.

Donald Trump foresees a recession in China if it does not forge a trade deal with the US. He has also said his tariffs are driving China’s slowdown.

Tencent reported its second-quarter earnings results today. It beat analysts’ earnings estimates, but its revenue growth was shy of estimates.

Chinese telecom equipment giant Huawei is at the epicenter of a new wrinkle in the trade war. Let’s look at last week’s developments related to Huawei.

The recent delay in the tariffs on China has sent a wave of optimism throughout the tech sector—especially the semiconductor industry.

In the second quarter, the Chinese economy expanded at the slowest pace in 27 years. On Wednesday, China released a series of weak economic data points.

NIO (NIO) released its July deliveries data yesterday. China’s pioneer in electric vehicles delivered just 837 vehicles in the month.

On multiple occasions, Trump has said the US economy is doing phenomenally well, calling it “the greatest economy in the HISTORY of America.”

China is the world’s largest automotive market. Therefore, any negative sentiment in China’s car sales echoes around the globe.

On Monday, Bloomberg reported that JPMorgan Chase (JPM) and Goldman Sachs (GS) are cautious about their outlook for Chinese stocks.

In a recent report, the IMF said that the trade war is hurting China. President Trump has echoed similar views several times.

Intel (INTC) shares have returned just -0.1% year-to-date, and Intel stock has grossly underperformed in the broader market.

The Chinese economic slowdown is getting worse due to the trade war. President Trump’s tariffs will likely broaden the problem.

On Wednesday, Reuters reported that Tesla (TSLA) might raise prices in China. The company might raise prices in September due to “yuan-related uncertainty.”

The Chinese yuan fell more on Thursday. President Trump sees the Chinese yuan’s depreciation as a ploy to gain an unfair trade advantage.

President Trump’s economic advisor, Larry Kudlow, said in an interview with CNBC today that the Chinese economy is “crumbling.”

President Trump is back with another threat of tariffs on Chinese imports just a month after the US and China agreed to resume trade talks.

Billionaire investor Leon Cooperman thinks Trump is trying to pull market gains forward in a bid to boost stocks in the run-up to the 2020 election.

Today, the Institute for Supply Management released its US Manufacturing PMI (purchasing managers’ index) data for July.

The Chinese Census Statistics Bureau released the data for China’s official manufacturing PMI for July today.

Data released over the weekend showed a worsening slowdown in the world’s second-largest economy.

In a series of tweets on Monday, Trump today weighed in on China’s GDP growth, which came in at a 27-year low.

The trade war has depressed the manufacturing activity in China and the US. The Caixin China General Manufacturing PMI fell to 49.4 in June.

The US-China trade war has paused as the two countries restart trade talks, but the lack of a timeline is keeping companies on their toes.

China added another 10.3 tons of gold to its reserves in June, marking the seventh consecutive month during which it added to its reserves.

The renewed trade worries led Chinese indexes to fall today.

Last weekend’s Trump-Xi meeting and the lifting of the ban on Huawei helped most Asian markets yesterday.

Today, the South China Morning Post reported that the US and China have agreed to a tentative truce to the trade war and are working on statements in this regard. The truce would delay tariffs on an additional $300 billion worth of Chinese goods entering the US.

The US Department of Commerce will extend its trade ban to five supercomputing companies that buy chips from US companies, such as Advanced Micro Devices, Intel, and NVIDIA, starting on June 24.

Although the S&P 500 and other American indexes fell sizably yesterday on Powell’s less-dovish tone, China’s key indexes remained sideways today after opening lower and gaining in early trade. The Shanghai Composite Index dropped 0.2%, while the Shenzhen Component ended flat. The CSI300 Index lost 0.18%.

The six-day winning streak of the benchmark Shanghai Composite Index was broken today as the index fell 0.87% to close at 2,982.07. This was the longest winning streak in over a year for the index, which has gained 19.6% so far in 2019.

Today, Bloomberg reported that India is planning incentives such as a tax holiday and lower tax rates for companies moving out of China while the US and China are embroiled in their bitter trade war. But emulating China’s manufacturing prowess and ecosystem might not be easy.

While Asian markets were mixed, China’s Shanghai Composite Index gained 0.21% to end on a positive note for five days in a row. However, the tech-heavy Shenzhen Component ended in the red today.

On June 19, Rio Tinto (RIO) announced that it’s cutting its iron ore production guidance again for 2019. Rio Tinto’s production cut could be good news for seaborne iron ore prices and iron ore miners.

Commerce Secretary Wilbur Ross sought to tone down expectations from the proposed meeting between US President Donald Trump and Chinese President Xi Jinping at the G20 Summit. Ross said that the G20 is not “where you’re going to negotiate a 2,500-page agreement.”

Iron ore prices are breaking one record after another. Today, Dalian iron ore futures reached a record of 797.5 yuan per ton (or $115.2), which is the highest level since Dalian iron ore futures started trading in 2013.

On June 14, China released a flurry of economic data points. China’s economic data has received intense scrutiny this year amid the US-China trade war. US President Donald Trump has said multiple times that US tariffs are hurting China and that companies will leave the country to escape them.

Billionaire investor Paul Tudor Jones spoke to Bloomberg today ahead of JUST Capital’s event in New York.

China’s National Bureau of Statistics released May’s inflation numbers today.

Chinese (FXI) iron ore imports have remained strong in 2019 year-to-date due to strength in steel production as prices remain high.

As China consumes more than 70% of seaborne-traded iron ore, it’s imperative for iron ore investors to track the country’s demand and outlook.

Sina (SINA) is another Chinese company that has burnt massive investor wealth in the last 18 months.

The iShares MSCI China ETF (MCHI) and the iShares China Large-Cap ETF (FXI) have gained 4.4% and 3.4% YTD, respectively.

The US-China trade war is growing beyond tariffs. The US is threatening to block Chinese companies from accessing US technology.

After levying tariffs, selling Treasury securities, and threatening the US with a drop in rare earth exports, China tried a new measure in the trade war yesterday.

The trade war between the United States and China started back in July 2018 when the former imposed 25% tariffs on $50 billion worth of Chinese imports.

One of the biggest losers in the US-China trade war is the technology industry.

After a massive sell-off in the fourth quarter of 2018, key US market indexes started recovering in January.

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.

As the supply tightness in the seaborne iron ore market continues, there’s another factor supporting prices: Chinese steel demand.

Iron ore supply tightness and continued demand from China have driven iron ore prices above $100 for the first time in the last five years.

The Chinese indexes closed on a high for the third consecutive day today.

India—the world’s largest democracy and second-most-populous country recently underwent its massive electoral process to choose its prime minister.

Despite the disappointing PMI data for May around the world, most Asian markets ended in the green on May 24.

Xi Jinping has urged citizens to embrace “the new long march” amid rising trade tensions with the United States.

Today, the US stock market was on a path of recovery after starting the week on a bearish note yesterday.

The US seems to have eased the trade restrictions on Huawei. On May 20, the Department of Commerce issued a three-month license to Huawei.

Huawei will now be authorized to purchase American equipment to maintain its existing network and provide software updates to users.

On May 20, the US stock market continued to fall after ending the previous couple of weeks in negative territory.

Sina (SINA) stock fell 8.2% on May 17. No relevant news drove the stock lower on the day.

In the last month the CSI 300 is down 11.5%, much more than US indices.

China’s benchmark Shanghai Composite Index reacted sharply to the escalating trade tensions.

Semiconductor stocks fell once again as President Trump played another card in the United States’ trade war with China.

The trade war between the US and China is getting nastier.

On Friday, US indexes rose after Trump’s tweet calling the talks “candid and constructive.” However, the United States and China ended two-day tariff talks on Friday without any conclusion.

Markets eased today as President Donald Trump called the US-China trade war “a little squabble.”

The two-day trade talks between the United States and China ended on May 10 without a deal.

The US-China (FXI) trade war has entered its second year, and things are once again heating up after a cool period.

After recovering spectacularly on May 10, the Shanghai Composite Index fell again today—its third loss in the last five trading days.

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.

On May 8, President Donald Trump unleashed a fresh Twitter attack on China and the US Democrats.

After recovering on May 7, China’s Shanghai Composite Index fell 1.12% to 2,893.76 on May 8.