Chinese market update: there is no winner in an industry war

Asian movements were combined during the night, while Philippines, Taiwan and South Korea, have overcome, Thailand and low performance Pakistan and closed for the day of the Solidarity of Kashmir.

Tat Tat Worth has weighted the sensation of the market, with the exception of metals and mining companies, gold has increased, as well as games of AI as semiconductors, software and technological hardware, which can also be connected to the good early fortune of the new electronic commerce subsidy.

News that the U.S. Postal Service would suspend non-letter parcels from Hong Kong and Mainland China and that an investigation into Shein and Pinduoduo’s Temu would be conducted weighed on sentiment as well. On Wednesday morning, the U.S. Postal Service stated it is not canceling parcel delivery as the Art of the Deal requires some volatility.

The locals looked like investors instead of investors, obtaining rapid profits, adding continental investors with a rare net sale of -$ 680 million, basically the Hong Kong ETF tracker through shares towards the south. that have levers that can damage the US government. And, unfortunately, US investors. We have declared for a long time that there are around $ 376 billion of goods of American goods manufactured and sold in China, according to the Bank of the Federal Reserve of New York, which do not exceed definition “exports” income and profits take position In the United States.

The Ministry of Commerce has announced that it will begin enforcing export controls on tungsten, bismuth, molybdenum, and bismuth. Regardless, the current market action is a transparent indication that no one wins in an industry war, so the two teams can distinguish the Kabuki theater. and know.

The ridiculous thing to read is how Caixin attended the expectations of “breeding” economists as five companies, of which only two economists have presented estimates. I would start sending an estimate of “expert” to laugh if I had the bandwidth. The January 51 edition opposed the “expert” expectations of 52. 4 and December 52. 2. It is interesting to note that the intake movements were deactivated despite the first indications that the Chinese New Year’s holidays were solid.

There were some positives with CATL announcing that it would re-list in Hong Kong after the close. The relisting of Mainland companies in Hong Kong could raise China’s weight in MSCI indices. As an FYI, remember that Mainland listed stocks only get 20% of their market cap added to MSCI indices. Premier Li presided over a State Council meeting that generated nothing tangible except for more sound bites, including the statement “a more proactive approach to promote high-quality development and achieve new results.”

With much, today’s maximum attractive news was a report that indicates that the value index of new homes in one hundred cities greater than 0. 23 % in January, with 47 cities that appear value of one month in the other, 41 falls per month Vale and 12 without changes. One year to another, 61 cities experienced an increase, 39 experienced a fall and none remained unchanged. As a comparison, in September/ before the genuine measures of property recovery, 17 cities have higher and 63 showed a drop in the data per month. In the city it is rich, the largest genuine heritage is, because point 1 opens the way back. An article by the Chinese continental media said that the amount of approval of the “National List of Blanco” exceeded 5,000 billion yuan with 3. 73 million finished apartments. The particular article discussed the promoter of public companies Vanke, who last Monday was “located” / assumed through the local government of Shenzhen, who finished the structure of 180,000 apartments. If X and Trump manage to conclude an advertising agreement, I suspect that a primary genuine patrimonial recovery can perform. I hope they get there.

The value of the value index

Hang Seng and Hang Seng Tech fell into -0. 93% and -0. 95%, respectively, in volume more than + 18. 74% compared to yesterday, or 140% of the average to 1 year. 178 complex movements, while 309 decreased. The brief billing of the highest to + 5. 72% card compared to yesterday, or 148% of the average to 1 year, because 16% of the billing is a short turnover (the short turnover in Hong Kong includes the short volume of ETF, which is crossed). The significant capitalization price and capitalization movements have decreased the decrease that expansion and small capitalization movements. The highest sectors were the fabrics above + 1. 15%and the generation rose + 0. 62%, while customer food fell to -2. 67%, genuine heritage fell from -1. 64%and that the discretion of customers fell to -1. 61%. The most productive subsectors were non -ferrous metals, technological devices and national defense, while textiles, appliances and appliances were the worst. The connection volumes in the southern direction were 2x prior to the stimulus, while the investors of the continent were sold – $ 680 million in shares and Hong Kong, led through HK Tracker ETF and Tencent, a net giant sale, KingSoft Cloudary MEITUAN, SMIC AND XIAOMI SMALL NET LATAS, ALIBABA AND KUAISHOU SMALL PURCHASES.

Shanghai, Shenzhen and Star Card diverged through -0. 65%, 0. 44% and 2. 9%, respectively, on the volume of 15. 46% since last Monday, or 117% of the 1-year average. 3,274 inventory advanced, while 1,744 declined. Growth and small captain inventories outpaced giant price and limit inventories. The main sectors were communication by 3. 22%, and generation increased by 0. 99%, while power fell -2. 21%, customer commodities fell -2. 07%, and genuine property fell -1. 56%. The most productive. The sub-sectors were internet, cushyware, and education, while convenience drinks, motorcycles, and the energy appliance were the worst. Connection volumes in northern inventory were above average. The links were recovered. Copper and metal have fallen.

LIVE WEB SEMINAR

Join us on Thursday, February 6, 2025 at 11 am EST:

2025 Outlook: Investing in AI’s Present and Future

Click to register

New content

Read our article:

2025 Chinese perspectives: a review recipe

Click to read

A community. Many voices.   Create a slack count to keep your thoughts down.  

Our community is about connecting people through open and thoughtful conversations. We want our readers to share their views and exchange ideas and facts in a safe space.

In order to do so, please follow the posting rules in our site’s Terms of Service.  We’ve summarized some of those key rules below. Simply put, keep it civil.

Your post will be rejected if we notice that it seems to contain:

User accounts will be blocked if we notice or believe that users are engaged in:

So, how can you be a power user?

Thanks for reading the guidelines of our community. Read the complete list of publication regulations discovered in the terms of use of our site.

Leave a Comment

Your email address will not be published. Required fields are marked *