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.
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
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
#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
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
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.
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
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
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
China has seemingly “flattened the curve.” The same cannot be said of the US.
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
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 …
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 …
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 …
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
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.
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
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
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
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
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
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
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,
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
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
"#US #Policy-makers looking for a plan B" -> https://www.opiniopro.com/2020/07/axa/us-policy-makers-looking-for-a-plan-b/
"#Stocks began last week on a strong note" -> https://www.opiniopro.com/2020/07/t-rowe-price/stocks-began-last-week-on-a-strong-note/ #weekly #market #recap
"The rising #challenge of #sustainability #fraud" -> https://www.opiniopro.com/2020/07/opiniopro-selection/the-rising-challenge-of-sustainability-fraud/
"Lessons from Japan" -> https://www.opiniopro.com/2020/07/financial-partners/lessons-from-japan/
"#US #Presidential #Election Comes into Focus" -> https://www.opiniopro.com/2020/07/ubp/us-presidential-election-comes-into-focus/
