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ESG-stimulans is keerzijde van China’s verbod op bitcoin

ESG-stimulans is keerzijde van China’s verbod op bitcoin

🕔08:00, 15.Oct 2021

Sinds mei 2021 treedt China strenger op tegen het verhandelen en mijnen van cryptocurrency’s. China treedt hard op tegen o.a. bitcoin in een poging om problemen als stroomtekorten, klimaatschokken, financiële ontwrichting en de sluipende erosie van zijn soevereiniteit op het

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Removing the crutches

Removing the crutches

🕔10:23, 14.Oct 2021

After a good start, September saw equity markets take a hit, particularly in emerging Asia. Alongside ongoing investor concerns about the pandemic and weakening global growth momentum, markets were rocked by news of debt payment problems at Chinese property developer

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China’s economy risks a sharp slowdown in growth

China’s economy risks a sharp slowdown in growth

🕔18:02, 12.Oct 2021

Investors in China should prepare for a rough patch. The economy is slowing, and regulations are tightening in several industries. The economic cycle turned in June/July, based on the official Purchasing Managers Index readings and other indicators that we track.

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ESG boost is flipside to China’s ban on bitcoin

ESG boost is flipside to China’s ban on bitcoin

🕔08:22, 12.Oct 2021

China is cracking down on bitcoin in a bid to overcome problems such as power shortages, climate control, financial disruption and the creeping erosion of its monetary policy sovereignty. At the same time, Beijing is embracing distributed ledger technology (DLT)

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Mounting risks, buying time

Mounting risks, buying time

🕔17:10, 11.Oct 2021

CIO Views Markets responded to mixed data from the US and China and to the potential tapering from central banks. We are also seeing inflation (energy and food) and a deceleration in China. As a result, while staying neutral on

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Barometer: Geen goede tijd om te kopen?

Barometer: Geen goede tijd om te kopen?

🕔15:31, 11.Oct 2021

Nu het sterke economische herstel van China na de pandemie in gevaar komt door het debacle van Evergrande, moeten beleggers hun verdediging versterken. Er wordt steeds meer een strakker monetair beleid verwacht. De centrale banken blijven voorbereidingen treffen om de

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Regulatory Actions in China: Short-Term Pain, Long-Term Gain

Regulatory Actions in China: Short-Term Pain, Long-Term Gain

🕔16:20, 7.Oct 2021

China’s regulatory actions, driven by Beijing’s financial, security, and social objectives, have injected volatility into the credit market over the past year. Key themes such as the mantra of housing for living in, not speculation; reducing the education cost burden

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Could the digital renminbi change banking and e-commerce in China?

Could the digital renminbi change banking and e-commerce in China?

🕔11:57, 7.Oct 2021

The digital renminbi is unlikely challenge the US dollar’s global dominance any time soon because of the Chinese currency’s structural limitations. However, it may prompt changes in China’s technology and financial sectors that could indirectly enhance the international competitiveness of

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Pictet AM – Webinar: Keerpunt 1971 – Hoe nu verder?

🕔11:00, 7.Oct 2021

‘De komst van de euro en de bitcoin, de negatieve spaarrente, werkende armen, de spanningen met China, de crisis sinds 2007 en nog veel meer, blijken hun oorsprong te vinden in 1971 …’. Aldus Edin Mujagić, in zijn boek Keerpunt

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Fed taper looks likely, boosting Treasury yields

Fed taper looks likely, boosting Treasury yields

🕔14:50, 4.Oct 2021

U.S. Treasury yields closed higher last week, led by longer maturities. After starting the week lower due to Chinese market fears, rates jumped sharply on Thursday to finish the week about eight basis points  …

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EM Fixed Income: update on Evergrande

EM Fixed Income: update on Evergrande

🕔11:05, 4.Oct 2021

The dominant theme in emerging markets over the last few weeks has been Chinese corporate bonds, particularly high-yield issuers, which have cheapened markedly in recent months as the Chinese government tightened policies, particularly in the … Access the content here:

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What does heightened China risk mean for Investors?

What does heightened China risk mean for Investors?

🕔09:14, 1.Oct 2021

In July, China’s equity market suffered one of its worst monthly declines in a decade amid escalating regulatory pressures. The steep fall has raised concerns about the risks and outlook for investing in Chinese equities. The latest trigger event was

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A strategic policy shift and the outlook for China’s private sector

A strategic policy shift and the outlook for China’s private sector

🕔10:09, 30.Sep 2021

What should investors make of the flurry of regulatory tightening that China has implemented since the second half of 2020? How do the measures fit into China’s central strategy as it seeks to strengthen its domestic sector and embarks on

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De voordelen van actief beleggen in China zijn groter geworden

De voordelen van actief beleggen in China zijn groter geworden

🕔10:04, 29.Sep 2021

Met de snel wijzigende regelgeving moeten beleggers in Chinese aandelen een actieve beleggingsaanpak hanteren. Beleggers worden er regelmatig aan herinnerd hoe uniek China is. Meestal gaat het om positieve verrassingen, zoals de indrukwekkende opleving van de Chinese economie na …

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Markets in 3D: Delta, Deceleration and Divergences

Markets in 3D: Delta, Deceleration and Divergences

🕔09:12, 29.Sep 2021

Equities have remained buoyant over the past weeks despite some challenges (China regulation, Afghanistan crisis), primarily due to the exceptional earnings seasons in the US and Europe. Looking ahead, we identify three main themes: the spread of the Delta Covid

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China is making good RI progress, despite its contradictions

China is making good RI progress, despite its contradictions

🕔09:26, 27.Sep 2021

China is a double-edged sword: it is the world-leading renewables developer, installing more than double the gigawatt (GW) capacity of its nearest competitor over the past decade both in terms of wind and solar power (Figure 1), but at the

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Five Forces in International Equities Investors May Be Underestimating

Five Forces in International Equities Investors May Be Underestimating

🕔09:24, 24.Sep 2021

China, Japan, technology, and value have potential to shape global markets in 2021 and beyond. T. Rowe Price Insights on International Equities: The rapid rise of China to the world’s second‑largest economy is widely observed. Yet, investors appear to underappreciate China’s

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China-US monetary policy divergence – Implications for Asia

China-US monetary policy divergence – Implications for Asia

🕔08:55, 24.Sep 2021

Diverging macroeconomic policies in China and the US have created market volatility recently amid concerns that China’s growth slowdown could spill over into Asia and a less generous US central bank could mean tighter US dollar liquidity for …

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China’s Phase 3: a new chapter in its epic story

China’s Phase 3: a new chapter in its epic story

🕔12:03, 23.Sep 2021

To understand current developments in China, it’s important to see how the country is now emphasising not just economic power, but the “soft” power of persuasion and influence. The key for investors is to learn how and where these strategic

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Cats, rivers & regulation: the lowdown on Chinese equities

Cats, rivers & regulation: the lowdown on Chinese equities

🕔16:39, 21.Sep 2021

Deng Xiaoping is often considered the architect of modern China, having advocated a pragmatic approach to economic development and embraced the free-market system of western economies. However, many of the principles he endorsed have seemingly been turned on their …

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China: the landscape has changed

China: the landscape has changed

🕔10:14, 21.Sep 2021

Many will cite the suspension of the Ant Group IPO in November, 2020 as kicking off the crackdown on China’s ‘Big Tech’ companies and presaging the July, 2021 crackdowns across a wider range of industries. However, the regulatory foundations for

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Podcast: There is more to emerging market equities

Podcast: There is more to emerging market equities

🕔14:27, 17.Sep 2021

Market weekly: Emerging market equities offer investors a wide range of diversification opportunities across economies with a solid post-pandemic growth profile that include, but also stretch beyond, China and the wider Asian region. Quang Nguyen, head of global emerging market equities,

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A look into the future: The strengthening case for investing in Asia

A look into the future: The strengthening case for investing in Asia

🕔15:51, 16.Sep 2021

It has been more than a year since COVID-19 was declared a global pandemic. The start-stop lockdowns that followed the first wave of the coronavirus outbreak made it particularly tough for many businesses and individuals to adapt.

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BII Global weekly commentary

BII Global weekly commentary

🕔10:38, 15.Sep 2021

BII Global weekly commentary Europe is in the spotlight this month, with a key European Central Bank (ECB) meeting and a pivotal German election that could have significant medium-term implications for the fiscal stance of Europe’s largest economy. We see

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China’s Five-Year Plan: A transformative shift towards self-sufficiency

China’s Five-Year Plan: A transformative shift towards self-sufficiency

🕔08:27, 10.Sep 2021

The National People’s Congress (NPC) and the Chinese People’s Political Consultative Conference (CPCC) closed in Beijing on March 11th. This is the most important event on China’s political calendar, as the NPC approves the main policy objectives that will set the tone for the remainder of the year. This year was especially important, as it also …

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Decoding China’s regulatory paradigm shift

Decoding China’s regulatory paradigm shift

🕔13:29, 9.Sep 2021

Sweeping regulatory changes in China have caught markets off guard lately and prompted confusion about Beijing’s intention behind actions that seemingly contradict its longterm strategy of building a high-tech and knowledge-based society. However, beneath what appear to be uncoordinated actions

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Decoupling from China? Not really – Just a shift in Asian supply-chains

Decoupling from China? Not really – Just a shift in Asian supply-chains

🕔08:57, 8.Sep 2021

Since the Sino-US trade war in 2018, some large developed countries have been pushing to reshore their global production, in effect seeking to ‘decouple from China’. Chatter about such a trend has raised concerns that Asian supply chains, which underpin

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Investment implications of recent Chinese policy interventions

Investment implications of recent Chinese policy interventions

🕔15:19, 7.Sep 2021

Having outperformed other regional stock markets for much of the pandemic, Chinese stocks have fallen sharply over the past few months (EXHIBIT 1). Concerns around the Chinese economy slowing were blamed for the initial move, but more recent declines have

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Another amazingly good quarter. What next?

Another amazingly good quarter. What next?

🕔13:19, 7.Sep 2021

The markets easily withstood many adversities in the summer. In the coming twelve months equities and real estate remain our favorites, though their potential returns are only moderate.  Asurprisingly good quarter is behind us. Despite the delta variant, the U.S.-China

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china and the US move apart

china and the US move apart

🕔10:26, 6.Sep 2021

A more complex relationship with a global impact 1 / It started with a trade war… 2 / …and has shifted to technology and human rights 3 / Regional political relations are becoming more complicated, too 4 / The battle

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China’s vast opportunity set – Best enjoyed undiluted

China’s vast opportunity set – Best enjoyed undiluted

🕔09:13, 2.Sep 2021

Allocations to Chinese equity and fixed income should stand alone rather than be part of global or emerging market strategies for investors looking for diversification and potential excess returns from the vast opportunity set that Chinese financial assets represent. A

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LS China through regulatory and businessupheaval

LS China through regulatory and businessupheaval

🕔15:40, 31.Aug 2021

Trading conditions in China have severely deteriorated. After reaching their peak by mid-February, stocks lost earlier gains in March, on evidence of a plateauing economy and as stretched investors' positioning unwounded. Chinese markets were then stuck in a volatile trading

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Economic and Strategy Viewpoint September 2021

Economic and Strategy Viewpoint September 2021

🕔12:42, 30.Aug 2021

Forecast update: a touch of stagflation We still expect a robust recovery in the world economy, but the outlook has moved in a stagflationary direction as growth momentum fades and price pressures rise. Our forecast for global GDP growth is

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China: Transitioning To A Brave New World

China: Transitioning To A Brave New World

🕔09:04, 26.Aug 2021

The return of volatility to China markets. China’s equity markets have been roiled by a combination of concerns in recent weeks, culminating in the fallout from the Archegos family office liquidations in late March. However, this volatility has retraced …

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Chinese growth worries look overdone

Chinese growth worries look overdone

🕔11:14, 23.Aug 2021

Emerging market assets continued to underperform in a week filled with geopolitical upheaval. Low vaccination rates and increasing policy tightening in the emerging world are a source of concern. The market is also worried about Chinese growth prospects, although we

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Global Asset Allocation: The View From Europe

Global Asset Allocation: The View From Europe

🕔14:34, 19.Aug 2021

At the same time that China has taken steps to stabilise its slowing economy with measures such as a surprise reserve requirement ratio cut and pledge to increase fiscal support, policymakers continued to advance social policies through increased regulation, the

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China Has A (Regulatory) Plan

China Has A (Regulatory) Plan

🕔10:01, 19.Aug 2021

China increases regulatory pressure as part of its new five-year plan. By tightening the regulation of education providers on July 23, the Chinese government dealt another blow to investors. Individual stocks in the sector lost over two-thirds of their market

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Balancing Act

Balancing Act

🕔08:30, 19.Aug 2021

Global Asset Allocation: The View From Europe At the same time that China has taken steps to stabilise its slowing economy with measures such as a surprise reserve requirement ratio cut and pledge to increase fiscal support, policymakers …

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What are your views on China education regulation

What are your views on China education regulation

🕔10:43, 18.Aug 2021

Zhikai Chen: On Saturday 24 July, China imposed stricter regulations on China’s education sector, including re-classifying tutoring companies as having “non-profit” status. The State Council officially released the Double Reduction (2R) policy. As a result, China education stocks plunged, and

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Regelgeving in China biedt volgens BNP Paribas Asset Management kansen voor beleggers

Regelgeving in China biedt volgens BNP Paribas Asset Management kansen voor beleggers

🕔09:30, 18.Aug 2021

Na e-commerce- en internetbedrijven heeft ook de onderwijssector stengere regels opgelegd gekregen in China. Door de nieuwe regelgeving staan deze sectoren onder druk. Maar Beijing is niet van plan deze sectoren te vernietigen, aangezien innovatieve bedrijven de drijvende kracht achter

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Geen ontwijkende actie nodig

Geen ontwijkende actie nodig

🕔16:13, 16.Aug 2021

Zelfs als China zijn regelgeving aanscherpt en het aantal Covid-19-besmettingen onaangenaam hoog blijft, zullen de aandelen waarschijnlijk niet lijden als het economische herstel zich doorzet. Voor beleggers is er dit jaar geen zomerpauze. De wereldeconomie blijft erop vooruitgaan ondanks de

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Main themes for investing in Chinese equity over the summer and beyond

Main themes for investing in Chinese equity over the summer and beyond

🕔12:51, 13.Aug 2021

Over the past year, the Chinese government has instituted a variety of regulatory measures that have unnerved investors. There have been anti-trust measures against e-commerce giants, new data security laws to prevent companies from transferring information abroad, new capital requirements

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China – Economically inspiring

China – Economically inspiring

🕔10:29, 13.Aug 2021

China was first to recover economically from Covid-19. However, its stock exchanges do not reflect this: equities have been under pressure since the Chinese New Year. That should not be a surprise since China’s growth momentum has been fading. It

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Beleggen in Chinese obligaties

Beleggen in Chinese obligaties

🕔09:52, 13.Aug 2021

Een opkomende, wereldwijd belangrijke activaklasse. China is nu de op één na grootste obligatiemarkt ter wereld met een omvang van 15 duizend miljard dollar, net na de VS en vóór Japan [1] , maar telt nog steeds weinig internationale beleggers.

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China Regulation – Opportunity May Lie in the Midst of Stock Sell-Off

China Regulation – Opportunity May Lie in the Midst of Stock Sell-Off

🕔15:45, 10.Aug 2021

We are assessing potential winners and losers amid new regulations in the education sector. KEY INSIGHTS The situation is still evolving with regard to China’s new regulations for the education sector that has sparked a sell‑off. However, China’s stock market

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Taking stock on China

Taking stock on China

🕔11:16, 9.Aug 2021

Slower activity We see last week’s developments in line with China’s long-term hawkish macro policy stance and regulatory clampdown as the country pursues quality growth. This process is not a straight line, and we see a dovish shift in the

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Barometer: No need for evasive action

Barometer: No need for evasive action

🕔07:55, 9.Aug 2021

Asset allocation: Maintaining perspective  There is no summer lull for investors this year. The global economy is powering ahead despite the resurgence of Covid-19 infections while inflationary pressures continue to build, particularly in the US. Then there’s renewed upheaval in

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From growth euphoria to inflation blues

From growth euphoria to inflation blues

🕔16:01, 5.Aug 2021

Global Investment Views  The past weeks have confirmed that phase one of the ‘great recovery’ is now behind us. We have entered a new sequence: PMIs decelerating from their peaks and concerns about the spread of the Delta Covid19 variant

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China Internet & Equity Market Update – Q2 2021

China Internet & Equity Market Update – Q2 2021

🕔14:57, 5.Aug 2021

China has administered at least 1.5 billion doses of COVID vaccines so far. Assuming every person needs 2 doses, that’s enough to have vaccinated about 52.1% of the country’s population1. The government’s goal is to have 1.2 Billion people, or

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China regulation: From tech to education

China regulation: From tech to education

🕔09:34, 3.Aug 2021

China has imposed stricter regulations on the education sector, extending the regulatory reach that had focused on e-commerce and internet companies as the authorities seek to prevent market abuse and improve oversight. The move caused education stocks to plunge and

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