Ronald Temple, Chief Market Strategist, weighs in on the latest data releases and policy decisions from around the world. Read what he has to say about China’s sluggish economic growth, US retail sales and PMIs, and the potential direction of monetary policy in Japan and the United Kingdom. #BehindtheHeadlines https://lnkd.in/etEmNTEq
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CMR's Shaun Rein: An authoritative on China market. Unlike the majority of China strategists, Shaun lives and doing daily activities in China, rendering him real advantages in seeing, interpreting and foreseeing China's govt political and economic policies, local consumer's and business's behaviours, life happenings in the world's 2nd largest economy, etc. Shaun, in our view, could also be counted among a few independent China-based strategists left. https://lnkd.in/gHc_3en6
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Generating alpha for institutional investors through Frontier and Emerging Markets investments that are typically under-represented in typical GEM portfolios
My distaste for Xi Jinping has no reservations. 🇨🇳 But now, I believe his system is crushing any hopes for an economic recovery in China. His government touts a rebound in consumer spending as the key to growth. But if you’re part of a small Chinese family and ❌ the government’s monitoring every move you make ❌ cultural scores tell you what you can and cannot do ❌ the plummeting stock market and real estate market have killed your finances ❌ you can’t get money out of the country, so you’re trying to buy gold Where’s that discretionary cash coming from? The idea that any substantial retail consumer demand can be created out of this is wishful thinking. And it will remain a pie-in-the-sky concept until the politics and command structure change. What’s your sentiment on China’s outlook? = = = 📌 We find alpha in markets where the crowd isn’t investing. 📌 Sign up for our commentary & newsletter in our Featured Section. #ActiveManagement #FrontierMarkets #RiskManagement
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Beijing pulls out the policy stops A look at the day ahead in European and global markets from Stella Qiu What a week it's been for Beijing. China's leadership looks to be finally coming around to the reality of a faltering economy, and doing what markets wanted. You name it: RRR cuts, rate cuts, steps to bolster the share markets and even more fiscal support. Beaten-down Chinese shares are now headed for their best week since 2008, with blue-chips 3 399300 up 3.6% on Friday and on track for a weekly gain of 15%. Hong Kong's Hang Seng index is headed for a nearly 13% weekly rise - its biggest since 1998.
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After the recent aggressive economic stimulus in China people wonder, will it be enough to turn the economy and the stock market around… well, it’s not an easy call! But if you want more insights check out this comprehensive piece from our Charu Chanana:
China's Bold Stimulus Measures: What It Means for Markets
saxotrader.com
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Check out this thought-provoking insight from Mark Matthews on the potential impact of a confrontation over Taiwan on the market! 🌏💰 Despite China's cheap market, concerns loom over the ability to withdraw investments in such a scenario. Mark discusses the risk and potential aftermath, emphasizing the unique challenges China may face. Watch the full video for valuable insights into the global market dynamics! #MarketAnalysis #InvestmentInsights #TaiwanConflict
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Dive into the issues that are shaping the region through our new Friday feature Policy Asia. This week, we report on how despite China's stock market boom, analysts are wary of calling an end to the country's economic troubles. https://lnkd.in/gVVd6vmP
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China says its economy grew 4.7% in the second quarter compared to last year, which sounds pretty good. So, why are Chinese consumers feeling so insecure? Listen to our latest below, and how an interviewee called the police on us. Read the extended web version here: https://lnkd.in/gg-A9Enu With thanks to Charles, John, Rebekah Wineman and the digital team.
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Great, wide-ranging conversation with Julie Hyman and Josh Lipton for Yahoo Finance. China Beige Book (CBB) Bottom-line from today's hit: 1. Markets should prepare for part 2 of the US-China trade war in 2025 2. China's economy is doing better than consensus and housing could offer upside surprise in 2H 2024 https://lnkd.in/eVBZXvd8
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"A great challenge of life: Knowing enough to think you're doing it right, but not enough to know you're doing it wrong."
I wanted to write a longer piece on this one. But this piece is quite comprehensive, I dun agree with all the conclusions. But there is a lot to mull about. 1. The targeting of silver economy is not worth effort, much better to unlock consumption. 2. Kevin Rudd is right about the consumption but wrong about the model. To increase disposable income to increase consumption means giving up the China Factory of the World strategy and switch to the innovation hub of the world. China is still lagging in some key technology and fundamental research; and also uncoupling the factory strategy means short term disruption in higher unemployment - and the CCP is not so confident with the property market as it is to accept more headwind. So they will do a little here and there - and satisfice. That means accepting the Japan decade. 3, The Japan Decade is not a bad thing. Japan did not collapse. But it means no high growth for a few years. That is why the investors are leaving. They have read the same thing, and are thinking the same thing. Beijing says they are wrong, whatever. Investors vote with feet.
That Thunder Out of China Is Loss of Confidence
bloomberg.com
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After the lowest nominal growth rate in twenty years, Chinese policymakers have found a new sense of urgency to boost economic momentum. Will this stimulus move the needle for China’s economy and market? Explore our insights: https://bit.ly/47WsfHi #OnTheMindsOfInvestors
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