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At Close: Jun 03, 2026

PBOC Held Rates Steady In March

05:05am, Friday, 15'th Mar 2024
The PBOC held the 1-year medium-term lending facility (MLF) rate at 2.5% in March. The PBOC remains on a dovish tilt, but depreciation pressure on the RMB limits room for monetary easing in China befo
Emerging markets continued to expand at a solid pace midway into the first quarter of 2024, supported by broad-based expansion across both manufacturing and service sectors.
KBA: Poised To Benefit From A Chinese Dragon Year Turnaround
China and Hong Kong markets had a humbling 2023 with equities down more than 10%. Beijing has also begun stepping up tourism and travel promotions, granting visa-free entry to 11 countries, with Singa
Why China May Need To Do More To Boost Investor Confidence
The Chinese economy is stabilising, but the only fireworks will come from the new year celebrations, which begin on February 11, as momentum remains weak. China's GDP growth for the fourth quarter ros
While recent policy announcements and data surprises have generated some optimism, we maintain a cautious stance on China's economic prospects. We believe weak consumption trends, a downbeat labor mar
In response to the recent China equity market rout, policymakers vowed last week to stabilize the market through more forceful measures. Despite a very positive initial market reaction (an 8% rebound

CNYA: The China Contrarian Trade Of Choice

10:33am, Wednesday, 31'st Jan 2024
iShares MSCI China A ETF offers exposure to China's market, which has potential for growth but also comes with regulatory and volatility risks. CNYA tracks the MSCI China A Inclusion Index and holds d

China ETFs: Value Play or Value Trap?

09:01am, Tuesday, 30'th Jan 2024
Investing in China remains a topic of interest, but it comes with a range of challenges and opportunities. While recent policy easing in China is plus, renewed crisis in the property sector is a minus

Restarting China's Economic Growth

10:15pm, Wednesday, 24'th Jan 2024
China's government is finally moving to stimulate the economy after its sluggish post-COVID reopening.
Chinese stock prices have lost money in the 16 years since 2007 and are now back near 2005 levels. Chinese treasury bonds have rallied sharply as beaten-up capital capitulates out of riskier markets a

Consider This: Is India The New China?

07:15am, Saturday, 09'th Dec 2023
India's potential for economic growth lies in its young population, business-friendly reforms, and technology sectors. To unlock this potential, India needs long-term policies to address structural co
Mainland Chinese economy shows signs of regaining growth momentum in November, with higher output, new orders, and improved business conditions. Business expectations remain below average, leading to

China: Momentum Waned In October

01:59pm, Tuesday, 31'st Oct 2023
PMI data for October showed momentum in China's economy waned following recent improvements in hard activity data. By industry type, most manufacturing sectors experienced a slowdown in growth in Octo
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