From Eustance Huang:
From Elizabeth Schulze: Apple CEO Tim Cook says he is a lot more bullish on China than he was three months ago — and he’s not the only one.
From Kenneth Rapoza: A new report by Morningstar has China’s long-term GDP growth falling between 3.25% and 3.5%. If so, that’s nearly half current growth rates of 6.3%, based on IMF numbers.
From Kenneth Rapoza: China A-shares are still light years away from their June 12, 2015 peak. But as long as the locals are buying in on Xi Jinping outwitting President Trump, and Wall Street bets on more stimulus, Shanghai and Shenzhen indexes will remain in beast mode. Forget weaker growth. Investors are long China. It […]
From Aly Song:
From Sweta Killa: The Chinese stock market was on fire in February buoyed by optimism over trade deal with the United States. This is especially true as the nearly year-long trade spat between the world’s two largest economies seems to be coming to an end after President Donald Trump delayed his plan for raising tariff […]
From Keris Lahiff: Chinese markets are having their best quarter in years.
From Fred Imbert:
From Frank Holmes: Happy Year of the Pig! This week marks the start of China’s Spring Festival, during which an estimated 3 billion trips will be made using the country’s massive transportation network of roads and rail. That figure is a slight rise from the same period last year, despite slowing economic growth prompted by […]
From Christopher Dhanraj: 3 reasons to consider Chinese stocks
From Nisha Gopalan: (Bloomberg Opinion) — Prepare for a repeat of China’s 2015 boom, bust and whimper?
From Dawn Kopecki: Apple lowered its first-quarter revenue projection, blaming a slowing economy in China and the trade war for a drop in consumer demand.
From Eric Lam: (Bloomberg) — So much for starting off the new year on the right foot.
From Tyler Durden: Demonstrating how on edge the market is over any favorable (and vice versa) developments in the ongoing US-China trade war, a couple of conflicting headlines out of China shortly before 3am ET sparked turmoil across asset classes.
From ETF Channel: Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares China Large-Cap ETF (Symbol: FXI).