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Tag "china"

Alpha Research – Kennislunch Actief of passief naar een grotere exposure in China?

🕔11:30, 4.Jul 2019

Kijken we tien jaar vooruit, dan is de grootste groei te verwachten in het oosten. Vooral China wordt een factor van betekenis, nog belangrijker dan het land nu al is. Voor indexbouwer MSCI is deze ontwikkeling aanleiding om de weging van Chinese A-aandelen

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Economic and Strategy Viewpoint June 2019

Economic and Strategy Viewpoint June 2019

🕔15:04, 14.Jun 2019

Lower for longer in EM? Higher oil prices and renewed trade tensions see largely negative revisions to our emerging markets (EM) forecasts this quarter, though there are few dramatic changes. Idiosyncratic factors are also at work, and in some cases

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Multi-Asset Solutions Weekly Strategy Report

Multi-Asset Solutions Weekly Strategy Report

🕔11:03, 11.Jun 2019

While China’s economic growth showed some signs of a pickup in early 2019, overall activity in the rest of emerging Asia looks still weak, especially exports. We expect China’s policy stance to turn more accommodative amid weaker-thanexpected data and a

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The US-China Trade Conflict: How Long Will This Keep Going On?

The US-China Trade Conflict: How Long Will This Keep Going On?

🕔11:03, 11.Jun 2019

Investment Strategy Insights Most emerging countries are economically fragile when entering the World Trade Organization (WTO) and are granted leniencies not available to developed countries. As China grew within the WTO to an economic superpower, it became clear that the

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Nieuwe zet in handelsconflict

Nieuwe zet in handelsconflict

🕔15:04, 8.Jun 2019

Politieke risico’s domineren Geopolitieke risico’s eisten de afgelopen maanden weer een hoofdrol op. Het handelsconflict tussen de Verenigde Staten en China escaleerde, terwijl een oplossing juist binnen handbereik leek. Het geschil tussen beide landen draait om meer dan handel alleen.

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Charting China Monthly Review

Charting China Monthly Review

🕔15:02, 6.Jun 2019

What happened in the past month? Industrial activity growth appears to have softened in May – domestic construction activities remained stable while export demand dropped sharply after the US tariff hike on May 10. Property transaction volume held up in

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Monthly update on Chinese markets

Monthly update on Chinese markets

🕔13:02, 4.Jun 2019

The trade conflict between China and US is back in focus. On 10th May, US took tariffs rates on USD250 billion of Chinese exports to 25% from 10%. Retaliation swiftly followed. China raised tariffs on USD60 billion of US goods

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Mapping China’s Rise to Asset Class Status

Mapping China’s Rise to Asset Class Status

🕔13:02, 4.Jun 2019

Strategic asset allocation is the bedrock of investing, employed by professional investors around the world. For asset allocation to work, the portfolio manager needs well defined asset classes that have their own unique characteristics and complement one another. Thirty years

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Chinese aandelen – een afzonderlijke beleggingscategorie?

Chinese aandelen – een afzonderlijke beleggingscategorie?

🕔17:02, 2.Jun 2019

Het belang van Chinese aandelen China’s gewicht in EM indices Indexproviders MSCI en FTSE verdelen markten in ‘Developed Markets (DM)’ , ‘Emerging Markets (EM)’ en ‘Frontier Markets (FM)’ . De classificatie is gebaseerd op een reeks criteria, onder meer de

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China embarks on Digital Silk Road

China embarks on Digital Silk Road

🕔15:03, 2.Jun 2019

 Invesco Fixed Income Investment Insights In September 2018, China's BRI marked its fifth birthday. The BRI seeks to forge new trade and investment ties across Europe, Asia, Africa, the Middle East and Latin America and is becoming increasingly relevant to

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China economy: Green shoots or red herrings?

China economy: Green shoots or red herrings?

🕔05:00, 30.May 2019

China macro update Defying global concerns around its growth, China’s first quarter GDP and March activity data provided further evidence that policy easing effects are coming through and growth is bottoming out, helped partly by an export recovery However, the

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US vs. China: Trade War Looming, or Overstated Hysteria?

US vs. China: Trade War Looming, or Overstated Hysteria?

🕔15:02, 29.May 2019

Strategy Espresso “Full-Blown Trade War is Quickly Shifting from Risk to ‘Baseline’” read a Bloomberg headline on Thursday 23 May, as analysts and economists from multiple institutions began adjusting their assumptions regarding whether a trade deal between the US and

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Multi-Asset Solutions Weekly Strategy Report

Multi-Asset Solutions Weekly Strategy Report

🕔11:02, 28.May 2019

Global markets and multi-asset portfolios It was only a few weeks back that the S&P 500 made new record highs, first quarter U.S. GDP soundly beat consensus with a well-above-trend 3.2% print and European data began to show signs of

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The Outlook for Escalating Trade Tensions

The Outlook for Escalating Trade Tensions

🕔11:02, 28.May 2019

Recognizing that uncertainties regarding U.S./China trade tensions have multiplied, our perspective on recent developments are based on the question of: “what do we actually know?” 

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UBS House View, Investor’s Guide

UBS House View, Investor’s Guide

🕔11:02, 28.May 2019

No rush? On Thursday 2 May, US productivity grew at a nine-year high. The next day, the US celebrated unemployment at a 50-year low. But investors who partied into the weekend were sick Monday morning after President Donald Trump tweeted he

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Emerging Market Debt Update

Emerging Market Debt Update

🕔09:02, 27.May 2019

Investors turn to social media for tariff-truce updates ahead of a presidential in-person meeting at the G20 in June. Financial market participants spent much of the week monitoring the Twitter account of the US President in an attempt to decipher

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May Investment Strategy: Dealing with the governments we deserve

May Investment Strategy: Dealing with the governments we deserve

🕔17:54, 21.May 2019

Key points US-China tensions are back with a new round of tariff increases and threats of further escalation First quarter GDP data surprised on the upside in the US (significantly), in China and in Europe The demand breakdown as well

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China Watch

China Watch

🕔11:02, 20.May 2019

Oops, he did it again US-China tensions re-escalate  … affecting stock markets and the yuan  Complete breakdown of talks not likely, but uncertainty remains high

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US-China trade: continuing the talks while making the war

US-China trade: continuing the talks while making the war

🕔11:02, 20.May 2019

Investment Talks In our opinion, investors should dismiss the idea that talks could break down, albeit uncertainties remain. Recent work has focused on details and wording, with the majority of the agreement document having been completed. However, several major issues

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At a crossroads

At a crossroads

🕔11:02, 20.May 2019

Macro Weekly Manufacturing remains in the doldrums Disappointing Chinese April data after strong March Also a range of positives to note …

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Multi-Asset Solutions Weekly Strategy Report

Multi-Asset Solutions Weekly Strategy Report

🕔11:02, 20.May 2019

Global markets and multi-asset portfolios After several months of calm, recent weeks have brought a resurgence of international trade disputes; the U.S. and China raised tariffs again on each other’s goods, and other trade issues continue to ferment. Although the

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Dealing With China

Dealing With China

🕔07:00, 18.May 2019

Weekly Economic Commentary To obtain an economics degree at the University of Chicago, students were required to take a year-long course in the history of a non-Western civilization. Economics is a social science, after all, and business cultures can vary

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Trade Talks Take A Detour

Trade Talks Take A Detour

🕔07:00, 18.May 2019

Weekly Economic Commentary Trade negotiations between China and the United States took a sudden turn last week, when the White House announced new tariffs. China responded early this week with countermeasures. These provocations came as a rude awakening after three

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Markets spellbound by the escalating trade conflict

Markets spellbound by the escalating trade conflict

🕔04:03, 17.May 2019

USA and China remain in escalation trajectory The trade conflict between the USA and China has reached a new level of escalation. In reaction to the punitive tariffs of 25% on Chinese imports coming into effect last Friday, China has

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US-China trade: continuing the talks while making the war

US-China trade: continuing the talks while making the war

🕔15:02, 15.May 2019

Investment Talks After the US raised its tariffs on $200bn of Chinese products from 10% to 25%, China announced retaliation measures on $60bn of US goods to take effect on 1st of June. More specifically, the new tariffs will be

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Asset Allocation Consensus June

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Sign up on #OpinioPro to read all the latest research on #fixedincome, #assetallocation and so much more! Click here: https://t.co/90NYM4HBVh

In UBP's Monthly #Investment #Outlook they write: "After Q1 global weakness, world growth is expected to stabilise in Q2 and progressively recover moving into 2H19". Read the whole outlook here: https://t.co/jlNTFp5V6M

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