BTC iShares China Large-Cap ETF

Retail sales of consumer goods totaled 8.5 trillion yuan (~$1.3 trillion) in 1Q17, according to the National Bureau of Statistics.

The improved growth in emerging markets was led by a cyclical recovery in Brazil (EWZ) and Russia (ERUS).

Caixin China’s services PMI (purchasing managers’ index) stood at 52.2 in March 2017 compared to 52.6 in February.

Among the most dominant factors driving the recent iron ore price rally are higher steel production and the rise of steel prices in China (FXI).

The Markit Germany manufacturing PMI stood at 58.3 in March 2017 compared to 56.8 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.

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.

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.

OppenheimerFunds Make no mistake, China is a controlled economy where growth can still be manufactured at will. Massive fiscal and monetary stimulus has China going through a “mini” boom with the pace of economic growth stronger and more broad based than what the markets expected. And as China goes, so goes the rest of emerging […]

According to NPD Group’s retail tracking service, GoPro (GPRO) accounted for three out of the top five products—including the top two positions—on a unit basis in the US Digital Imaging Product segment for 4Q16.

The SIS segment’s revenues fell 11% sequentially in fiscal 3Q16 and is expected to fall another 14% to 16% in fiscal 4Q16 to ~$151.3 million.

Qualcomm (QCOM) now earns 16.6% of its revenues from South Korea.

Disney’s (DIS) parks and resorts are doing extremely well in the United States. The company is continuing to add new attractions.

As of January 25, 2017, Microsoft continues to be the largest software player by market capitalization on a global scale.

Asia-Pacific accounted for 47%, or $46.6 billion, of total gaming revenue last year.

Mobile revenue for Electronic Arts (EA) rose 21% YoY (year-over-year) in fiscal 2Q17 to $149 million.

Tencent (TCEHY), China’s (FXI) Internet heavyweight, is looking to expand its music and live-streaming business in Asia. That will increase competition for Apple (AAPL).

In recent years, emerging markets have experienced rapid economic growth compared to developed markets.

Achieving higher returns amid the rising market volatility, record-low interest rates, and global uncertainties is a huge challenge for investors.

A major part of Micron Technology’s (MU) transition to the 20 nm node involves Taiwan’s (EWT) Inotera and its joint venture with Nanya Technology.

Goldman Sachs has gone bullish on commodities. The finance major, which is the biggest commodities dealer (in sales), has advised clients to go overweight.

Hewlett Packard Enterprise (HPE) continued to lead the worldwide server market with a share of 25.4% in 2Q16.

Sales fell 30% in Greater China Apple’s (AAPL) revenue from Greater China, which includes China, Hong Kong, and Taiwan (EWT), fell 30% YoY (year-over-year) from $12.5 billion in fiscal 4Q15 to $8.8 billion in fiscal 4Q16. The United States continued to be Apple’s largest market, generating revenue of $20.2 billion in fiscal 4Q16. However, this […]

Huawei’s revenue in its Routing segment rose 15.3% YoY in 2Q16. It now accounts for 18.9% of the total router market.

The most important indicator for this week is China’s monthly new loans. According to data from the People’s Bank of China, China’s (FXI) (YINN) (MCHI) new credit growth is increasing.

In its October World Economic Outlook, the IMF projected that India’s economic growth would reach 7.6% in both 2016 and 2017.

Small and medium enterprises (SMEs) remain at the center of the narrative as China transitions from an “old” production-driven model to the “new” consumer and service-led economy.

Since the global financial crisis in 2008, China’s debt concern has increased. China (FXI) (CNXT) landed itself in massive debt to revive its economy.

We continue to believe that when evaluating any investment in either the emerging markets or any global allocation of assets, China needs to be considered.

While China may not be posting the double-digit growth numbers of a decade ago, we believe the country continues to offer interesting investment opportunities.

According to Strategy Analytics, Apple is now the fifth-largest smartphone player in China.

For the past year, uncertainty has been looming over VMware (VMW), primarily due to the impending Dell-EMC deal. EMC has an 80% stake and 97% of the voting rights in VMware.

India has become a very important market for Apple, as the firm has reported declining revenues in China in the last two quarters.

Comcast (CMCSA) considers China a market that will generate a significant profit for the company in the long term.

The major threat to emerging markets is tightening in the US. While the Fed will likely leave rates unchanged in September, a hike is possible in December.

Low commodity (GSG) prices in the first quarter of the year impacted commodity-driven emerging markets like Russia, Brazil (EWZ), Indonesia, and Venezuela.

The Malaysian economy grew by 4.0% on an annual basis in 2Q16—in line with estimated forecasts and against 4.2% growth recorded in 1Q16.

China’s trade surplus widened to $52.3 billion in July from $48.1 billion in the previous month. It’s expected to narrow to $47.6 billion.

Apple’s revenue from Greater China fell 33% YoY (year-over-year) from $13.2 billion in fiscal 3Q15 to $8.8 billion in fiscal 3Q16.

The official manufacturing PMI for China, published by the National Bureau of Statistics of China, came in at 49.9 for July—slightly below June’s reading of 50.

Singapore’s industrial production fell on an annual basis by 0.3% in June—compared to a rise of 0.8% in the previous month and expectations of a 0.2% fall.

Last year, Dell said it anticipates roughly $2 billion in revenue synergies from the EMC transaction.

The BOE is scheduled to release it monetary policy on July 14—the first after the United Kingdom decided to leave the European Union in a historic referendum.

Apple’s problems in China seem to have worsened in the last few weeks.

A number of factors have contributed to the slowdown, including soft overseas growth and a sharp drop in capital spending by energy and mining companies.

Juniper Networks has selected six global strategic alliance partners to complement Juniper’s capabilities and portfolio.

China is consistently propping up domestic demand backed by strong credit growth. The impacts of Chinese stimulus measures are starting to show results.

Amazon (AMZN) currently dominates the cloud infrastructure space. AWS (Amazon Web Services) is used by more than 1 million customers.

Netflix and Amazon’s Prime Instant Video service could be forced to ensure that 20% of their content catalogs consist of European content.

China is the world’s second-largest economy. Its economy started going downhill due to sluggish global demand. This impacted its trading partners.