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Rising Tension Between U.S. and China Elevates Trading Issues

Rising Tension Between U.S. and China Elevates Trading Issues

🕔11:30, 10.Jul 2020

U.S. measures could increase oversight of Chinese companies “Tough on China” policies could limit trading of Chinese securities on U.S. exchanges. Pressure mounts to subject Chinese companies to the same accounting scrutiny faced by other public companies traded in the U.S.

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Investing in a new world – China Fixed Income

Investing in a new world – China Fixed Income

🕔07:48, 26.Jun 2020

Fixed income investors are entering a new world. This new world is considerably more volatile – and correlated – than the past. Global economic uncertainty has pushed annualised volatility of some developed country bonds to double-digit levels. But investors are also in

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Optimism Overdone

Optimism Overdone

🕔15:33, 19.Jun 2020

We are cautious about the oil price after its rapid recovery. A weaker dollar, low real interest rates and higher inflation expectations are likely to support gold. We reaffirm our belief that China will meet the requirements of the phase-one

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Investment Directions and the “Greenest Generation” in our Top Five this week!

Investment Directions and the “Greenest Generation” in our Top Five this week!

🕔11:11, 13.Jun 2020

#24 Last Tuesday was a populair day for webinars. Five were hosted about very different subjects: Alpha Research hosted a webinar about the Subscription Economy, together with Thematics AM, and Eurizon AM hosted a webinar called “Opportunity Outlook for RMB

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China: Fuelling recovery with an extra policy kick

China: Fuelling recovery with an extra policy kick

🕔11:38, 10.Jun 2020

Deciphering policy signals from the National People’s Congress  As part of our ongoing series considering international policy responses and their effectiveness during the COVID-19 pandemic, we consider the implications of China’s latest policy announcements at this year’s National People’s Congress

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Eurizon AM – Webinar – Opportunity Outlook for RMB Bonds

🕔15:00, 9.Jun 2020

Webinar – Opportunity Outlook for RMB Bonds The low correlation of the Chinese Onshore Bond market with traditional asset classes has proven to work even in a severe market turmoil as experienced during the first few months of this year.

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Pandemic Policy Hasn’t Always Seized The Moment

Pandemic Policy Hasn’t Always Seized The Moment

🕔16:46, 4.Jun 2020

Weekly Commentary Timing is everything. We want to hit the road just ahead of rush hour. We enjoy perfectly ripe fruit, and a perfectly cooked steak. (And a perfectly aged wine to go with it.) We seek to deliver jokes

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China Insights

China Insights

🕔15:40, 4.Jun 2020

NPC 2020 – No target but still focused In a delayed session of the National People’s Congress (NPC) China dropped its numerical growth target for 2020, reflecting significant macro headwinds from the COVID-19 pandemic and high level of external uncertainties

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China emerges from virus lockdowns

China emerges from virus lockdowns

🕔14:58, 3.Jun 2020

China’s economy is restarting after emerging from lockdown, likely benefiting countries and assets exposed to its growth. The key to the policy response has shifted to ensuring successful execution and avoiding policy fatigue before the shock passes. Markets will watch

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5 things to know about Chinese and emerging market stocks

5 things to know about Chinese and emerging market stocks

🕔12:42, 28.May 2020

China has seemingly “flattened the curve.” The same cannot be said of the US.   

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Investing in China: Consumers and technology recovering

Investing in China: Consumers and technology recovering

🕔11:20, 28.May 2020

Investing in science  China has been much in the news recently as it handles the COVID-19 virus, and because of political and trade tensions with the West. We continue to believe China remains a growth opportunity for investors. Indeed, by

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Hamilton has not sung yet

Hamilton has not sung yet

🕔11:15, 26.May 2020

Research & Strategy Insights  While the market is understandably more sensitive to the newsflow around a potential vaccine than to economic data, we still focus on the “background noise” which is likely to accompany the mechanical rebound  …

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Post the Oil-Price Inflection

Post the Oil-Price Inflection

🕔09:20, 20.May 2020

CIO Commodity Commentary Oil is again trading near its five-week high, with a West Texas Intermediate (WTI) price of around 29.5 dollars per barrel – a bit higher than half its end-February level. After April's rollercoaster …

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Upholding our equity views

Upholding our equity views

🕔08:13, 20.May 2020

Weekly commentary Global stocks have recovered more than half of the selloff triggered by the coronavirus pandemic since late March – alongside a sharp contraction in economic activity and corporate earnings. We see the unprecedented policy …

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China A-shares: the investment themes as the crisis fades

China A-shares: the investment themes as the crisis fades

🕔15:10, 14.May 2020

China A-shares fund manager Jack Lee looks at some of the main investment themes he’s focusing on, in a market that has been remarkably resilient this year.  So far this year, China’s A-share market has been relatively resilient, holding up

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KraneShares – Webinar – The reopening of China’s economy and investing post Covid 19 quarantine

🕔14:30, 14.May 2020

Webinar – The reopening of China’s economy and investing post Covid 19 quarantine The event will feature a joint presentation by KraneShares Chief Investment Officer, Brendan Ahern, and our Beijing-based colleague Kevin Liu, Executive Director, at China International Capital Corporation.

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Asia supply chains: a potential shock to growth

Asia supply chains: a potential shock to growth

🕔12:36, 14.May 2020

Small, open economies such as Singapore, Vietnam and Malaysia are the most exposed to final demand from the US, Europe and China. This makes them the most vulnerable to the coronavirus growth interruption. Thailand and Hong Kong have the largest

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Economic and Political Backdrop

Economic and Political Backdrop

🕔16:52, 12.May 2020

Weekly Market Recap Last week brought a host of data showing an unprecedented contraction in economic activity, but investors seemed to take hope that the economy was bottoming. On Tuesday, several gauges showed a record contraction in both manufacturing and

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The China Consumer E-Commerce Opportunity

The China Consumer E-Commerce Opportunity

🕔15:39, 1.May 2020

Investment Strategy: KWEB seeks to measure the performance of the investable universe of publicly traded China-based companies whose primary business or businesses are in the Internet and Internet-related sectors. KWEB features: Access to Chinese internet companies that provide similar services

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Quarterly China Chartbook – 1Q 2020

Quarterly China Chartbook – 1Q 2020

🕔13:41, 1.May 2020

Overseas economic activities may remain in a “standstill” mode throughout most of 2Q2020, adversely affecting China’s external demand growth. In terms of the timeline of the COVID-19 development, the U.S. and EU lag China by ~2-3 months, while some of

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Paving the way for greener catwalks

Paving the way for greener catwalks

🕔13:04, 30.Apr 2020

The fashion industry is a complex business which will experience major structural changes in the years ahead. According to United Nations, the industry consumes more energy than aviation and shipping combined and contributes to around 10% of global greenhouse gas

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In Unsettled Asian Markets, the Beauty of Volatility is Opportunity

In Unsettled Asian Markets, the Beauty of Volatility is Opportunity

🕔15:55, 27.Apr 2020

Behind the volatility lients have asked us about the difference between the Global Financial Crisis (GFC) and the crisis we face today. During the GFC, control of the recovery was largely in the hands of the government bailing out troubled

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Defensive positioning

Defensive positioning

🕔16:45, 24.Apr 2020

Our view is that allocating to defensiveness is more important than timing a bottom in asset prices and adding to risk at this stage. The Japanese yen is increasingly showing its defensive properties, Chinese government bonds are offering attractive yields,

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How quickly can China recover from its Q1 growth shock?

How quickly can China recover from its Q1 growth shock?

🕔13:09, 24.Apr 2020

China’s first quarter growth has been predictably weak, but GAM Investments’ Rob Mumford believes the key question now centres around the pace of future growth. As expected China reported a very weak GDP of down -6.8% which was just a

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CFA – Webinar – Hard Fork – Bitcoin ban in China and its impact

🕔14:00, 22.Apr 2020

Webinar – Hard Fork – Bitcoin ban in China and its impact A “hard fork” in blockchain is a point at which the protocol of the ledger diverges such that two separate irreconcilable chains are produced. Chains can become incompatible for

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