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2024年5月24日 · Stock markets in mainland China and Hong Kong have rallied this year, with solid momentum in Q2 delivering one of the strongest performances in global equities. Late last year, disinflation and positive growth hinted at the prospect of the softest of soft landings for the economy. But in Q1, a sequence of three hot inflation prints reframed ...
2024年5月12日 · In recent weeks, there’s been a reversal of fortune for Chinese stocks, outperforming indices across both developed and emerging markets. Crucially, policy measures have shored up confidence, with the Politburo signalling ongoing assistance on both the monetary and fiscal fronts.
5 天前 · Asian stock markets declined on Wednesday, as a rise in US/global bond yields and crude oil prices hurt investor risk sentiment. Japan’s Nikkei 225 closed 0.8% lower, as Hong Kong’s Hang Seng dropped 1.8%. India’s Sensex also fell 0.9%. Meanwhile, China’s Shanghai Composite ended little changed, as investors continued to weigh industry ...
2024年5月23日 · Market expectations for Fed rate cuts have been on a roller-coaster ride, swinging from too enthusiastic in Q1 to quite conservative at the time of writing as inflation has proved stickier than expected. As rate cuts are just a matter of time, we lock in current attractive bond yields. In equities, we see a richer set of opportunities across geographies and sectors, driven by broadening global ...
2024年5月24日 · Learning About ESG is an educational series that connects environmental, social and governance topics with investing. Join us each issue to see how global developments can have implications for investors. The better we understand ESG, the bigger the role it can play in our everyday lives – and investment portfolios – contributing to a ...
6 天前 · In the UK, 10-year gilt yields edged up 2bp to 4.28%. Asian stock markets were mostly lower on Tuesday. Chinese equities declined modestly as investors digested the latest policy measures. China’s Shanghai Composite lost 0.5%, while Hong Kong’s Hang Seng closed little changed. Japan’s Nikkei 225 slid 0.1%, as India’s Sensex edged 0.3% ...
2024年5月17日 · With the asset class trading at an unusually wide discount to global stocks (based on the valuation of forward enterprise value to EBITDA), the sector could be good value. It also has a notably higher dividend yield, which could become more attractive when rates begin to fall. Past performance does not predict future returns.
