In a market climate marked by policy-driven counter-cyclical adjustments and uncertainty over trade policies, pursuing a cautious strategy remains the overarching theme for China’s A-share market. Investors are advised to maintain a…
Author: Jason
China’s Rental Yield Surpasses Deposit Rates, Sparking Shift in Housing Investment Appeal?
Key Points: China’s rental yield exceeds deposit rates, hitting 2.03%. Older properties, apartments yield 3-4%; outshine savings. Banks slash rates; highest fixed deposit at 1.8%. Shift from savings to real estate, consumption…
Chinese Brokerages and Regional Banks Slash Interest Rates Amid Market Trends
Key Points: Multiple Chinese brokerages have reduced interest rates on investor margin accounts. Regional banks in several provinces have also lowered deposit rates. These actions are responses to market trends and regulatory…
China’s Manufacturing PMI Dips, Exports Show Resilience Amid Policy Calls for More Support
China’s manufacturing Purchasing Managers’ Index (PMI) slipped to 49.4 in July, down from 49.5 the previous month, remaining below the pivotal 50-point threshold that distinguishes expansion from contraction. This marks the fifth…
China Stocks Market’s New Benchmark: Total Return Index Reshapes Market View?
What is the SSE Composite Total Return Index? The SSE Composite Total Return Index (SSE TR), a derivative of the Shanghai Stock Exchange Composite Index, constitutes a basket of eligible stocks and…
Coal-fired power to rival natural gas in cleanliness: China’s bold energy and carbon emission goals
On Monday, July 15th, a document released by the Chinese government unveiled its ambition to enhance the carbon emission efficiency of coal-fired power—the primary electricity source for the world’s second-largest economy—to a…
Potential Impact on China’s Bond Market if Trump Wins – Insights from Zheshang Securities FI
Be cautious of bond market correction risks triggered by Trump’s victory in the fourth quarter of 2024. The latter half of 2024 marks a crucial period for the U.S. elections. With Trump…