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The Central Bank Watch
The central banks have increased their assets by 38.5% in the last twelve months, which has had a profound effect on both the bond and equity markets globally.They have pushed down interest rates for their nations, in an attempt to control the debt of their respective governments, as all of the governments borrowed more and more money to support their economies during the pandemic.The ECB and the BOJ have pushed their yields below the once-unthinkable line of zero. The Fed may also be motivated into negative interest rates if the Democrats win the upcoming US elections.
Seekingalpha · 10/19/2020 08:01
China's Growth Disappointed The Market, But It Was Not All That Bad
Retail sales jumped to 3.3% YoY in September from 0.5% YoY in August. This big jump shows that consumption has further stabilised.Property investment grew 5.6% YoY YTD in September after 4.6% YoY YTD in August.Headline industrial production was 6.9% YoY in September, a moderate improvement from 5.6% YoY in the previous month.We are revising our China GDP forecast to 1.7% from 0.7% for the whole of 2020, and 5.5% YoY from 4.0% YoY for 4Q20.
Seekingalpha · 10/19/2020 07:08
Will U.S. Sanctions Disrupt China's Credit Market?
Tariffs and sanctions haven't yet hampered Chinese corporate bond markets too much.Because US-China tensions may escalate in the run-up to the US elections on November 3, we think caution is warranted.Investors should also make case-by-case assessments when looking at the potential vulnerabilities of Chinese banks and SOEs, in our view.
Seekingalpha · 10/13/2020 17:47
China services PMI runs hot
China September Caixin Services PMI came in at 54.8 to top both the consensus mark of 54.3 and the 54.0 reading for August.Services PMI has now increased for five straight
Seekingalpha · 10/09/2020 01:57
China - Recovery From The Coronavirus Lockdown Is Possible
China is a couple of months ahead of us all in the economic cycle concerning coronavirus.They closed down earlier, opened up earlier and it's a reasonable enough view that they're a guide to our own future performance.The good news being that a full recovery does seem to be possible and within a reasonable timescale too.
Seekingalpha · 10/06/2020 15:29
Conceptualizing The Volatility Decay Of Leveraged Funds
In this article I will walk you through the commonly used but wrong way to think about volatility decay.We'll then walk through an example of volatility decay with realistic numbers.Afterwards, we'll build a simple mathematical model to calculate volatility decay from first principles.We'll compare the model with back-test simulations done on portfoliovisualizer.com.
Seekingalpha · 09/22/2020 17:49
Key Themes For Q4 2020
This article will cover four key macroeconomic themes for year-end 2020.These themes are the Treasury market, oil prices, US dollar foreign exchange rates, and China's economy.I believe these forces will determine the direction of the global stock markets.That is, higher Treasury yields, lower oil prices, stronger USD, and weakening of China's economy will push global stock indexes lower.
Seekingalpha · 09/21/2020 14:49
Portfolio Insights: Why China Is Not A Trade
Timing rallies to predict short and unpredictable market behavior is mission impossible.Capturing China as an asset class is not about being opportunistic; it is not a trade.We believe that investing in China is not about if and when one should invest, but rather about managing your time horizons to allow for a strategic allocation to this asset class.
Seekingalpha · 09/01/2020 01:14
China Sector Report Q2 2020
The reopening so far has exceeded expectations as Chinese consumers shift parts of their lives online and factories move towards greater capacity utilization.With the exception of the Energy sector, all of the Global Industry Classification Standard (GICS) sectors in China generated positive returns in Q2 2020.Longer-term tailwinds for the Chinese pharma industry accelerated during Q2, following the introduction of the revised Drug Registration Regulation on March 30, 2020.
Seekingalpha · 09/01/2020 00:18
6 Reasons Not To Worry About Delisting Chinese Equities
The recent move to potentially delist Chinese companies from American exchanges has made for good headlines.But the risk to Chinese equities - particularly the non-state-owned segment of China or emerging markets, where China is about one-third of total weight - is minimal.The risk comes mainly from the expected growth potential of the global economy.
Seekingalpha · 08/29/2020 13:10
China's Higher Bond Yields Buck The Global Trend
Seeking Alpha - Article · 08/06/2020 18:01
China's Caixin manufacturing PMI hits nine-plus year high
Seeking Alpha - Article · 08/03/2020 05:10
China's Economy Needs Institutional Reform Rather Than Additional Capital Deepening
Seeking Alpha - Article · 07/26/2020 14:13
ESG Gains Traction In China As Investor Base Expands
Seeking Alpha - Article · 07/24/2020 11:11
Q&A With MSCI On China Sectors
Seeking Alpha - Article · 07/21/2020 11:59
Chinese Economy: Global Locomotive But Significant Risks
Seeking Alpha - Article · 07/21/2020 11:13
Shanghai soars 3% after regulators scrap insurer investment caps
Seeking Alpha - Article · 07/20/2020 08:29
Chinese equities soar after regulators scrap insurer caps
Seeking Alpha - Article · 07/20/2020 08:29
Pork Prices In China Heading Upwards As Supplies Tighten
Seeking Alpha - Article · 07/19/2020 10:43
U.S.-China Trade Data Shows Start Of Coronavirus Recession Recovery
Seeking Alpha - Article · 07/15/2020 09:42
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