Forwarded from Scorpi18 | Investment Adviser
βοΈπ¨π³#stocks #china #history #short
Sentimentrader: recently, a rare event was observed on the Hong Kong Stock Exchange, only having occurred five times since the turn of the century: the ratio of rising to falling stocks exceeded 3:1 over a span of 10 trading days. Historically, this marker has indicated the end of a bear market.
the level of short positions in Chinese stocks is approaching historical highs (around 50%), which could signal a reduction in bearish sentiment.
Sentimentrader: recently, a rare event was observed on the Hong Kong Stock Exchange, only having occurred five times since the turn of the century: the ratio of rising to falling stocks exceeded 3:1 over a span of 10 trading days. Historically, this marker has indicated the end of a bear market.
the level of short positions in Chinese stocks is approaching historical highs (around 50%), which could signal a reduction in bearish sentiment.
β οΈπ¨π³πΊπΈ#bonds #us #china #debt
China is selling off US government debt at a record pace.
meanwhile, the volume of dollar assets in China's reserves has remained unchanged since 2015, amounting to approximately $2T β research
China is selling off US government debt at a record pace.
meanwhile, the volume of dollar assets in China's reserves has remained unchanged since 2015, amounting to approximately $2T β research
β οΈπ¨π³#population #china #macro
WSJ: in China, there is a demographic catastrophe β the fertility rate has fallen to 1.03 children per woman. This is lower than Japan's fertility rate of 1.2 children per woman.
WSJ: in China, there is a demographic catastrophe β the fertility rate has fallen to 1.03 children per woman. This is lower than Japan's fertility rate of 1.2 children per woman.
β οΈπ¨π³#realestate #china #macro
housing prices in China continue to decline.
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more than a third of private investors in China are incurring losses on their real estate investments (Chinese have invested the majority of their savings in real estate).
earlier: the real estate crisis in China will hit the economy harder than in the US in 2008.
β LinkedIn
housing prices in China continue to decline.
βββββββββββββ
more than a third of private investors in China are incurring losses on their real estate investments (Chinese have invested the majority of their savings in real estate).
earlier: the real estate crisis in China will hit the economy harder than in the US in 2008.
β LinkedIn
β οΈπ¨π³#realestate #china #macro
BBG: there is currently a housing oversupply in China. It would take more than four years to offload the country's 60 million unsold apartments without government aid.
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housing prices in China continue to decline (chart).
earlier: the real estate crisis in China will hit the economy harder than in the US in 2008.
BBG: there is currently a housing oversupply in China. It would take more than four years to offload the country's 60 million unsold apartments without government aid.
ββββββββββββ
housing prices in China continue to decline (chart).
earlier: the real estate crisis in China will hit the economy harder than in the US in 2008.
π¨π³#battery #china
BBG: battery prices in China are plummeting due to an oversupply of manufacturing capacity.
#ev #cars EV will be able to compete on a level playing field with conventional cars when the price of batteries falls to $100 per kilowatt-hour. In China, the price has already fallen to $53, which is very good for Chinese electric vehicle manufacturers.
#renewable solar and wind energy in China could greatly benefit from the decline in battery prices. Energy storage market continues to grow #marketsize
BBG: battery prices in China are plummeting due to an oversupply of manufacturing capacity.
#ev #cars EV will be able to compete on a level playing field with conventional cars when the price of batteries falls to $100 per kilowatt-hour. In China, the price has already fallen to $53, which is very good for Chinese electric vehicle manufacturers.
#renewable solar and wind energy in China could greatly benefit from the decline in battery prices. Energy storage market continues to grow #marketsize
βοΈπ¨π³#china #savings #macro #opinion
SocGen: Chinese household savings exceed the country's annual GDP β read more
... if China were an open market economy, its capital markets would be the biggest in the world β FT
#stocks Chinese household savings have accumulated to twice the capitalization of the entire Chinese stock market. Sooner or later, these savings will flow into the domestic stock market, which is denominated in yuan.
SocGen: Chinese household savings exceed the country's annual GDP β read more
... if China were an open market economy, its capital markets would be the biggest in the world β FT
#stocks Chinese household savings have accumulated to twice the capitalization of the entire Chinese stock market. Sooner or later, these savings will flow into the domestic stock market, which is denominated in yuan.
β οΈπ¨π³#economy #china #macro
Barclays: Chinese economy increasingly resembles the Japanese one, with all its shortcomings (low inflation, low population growth and low interest rates) β report
*access to the full report is available by subscription.
Barclays: Chinese economy increasingly resembles the Japanese one, with all its shortcomings (low inflation, low population growth and low interest rates) β report
*access to the full report is available by subscription.
π¨π³#stocks #china #bonds #history
China 5-year bond yields is at a historic low.
Historically, 5-year Chinese bond yield below 2% has signaled the imminent start of a strong bull market in the MSCI China.
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valuation of Chinese equities relative to global equities is currently at historically low levels (chart)
China 5-year bond yields is at a historic low.
Historically, 5-year Chinese bond yield below 2% has signaled the imminent start of a strong bull market in the MSCI China.
βββββββββββββ
valuation of Chinese equities relative to global equities is currently at historically low levels (chart)
β οΈπ¨π³#china #economy #liquidity
Ρorrelation between GDP growth and money supply (M1) growth in China.
Yardeni: China's nominal GDP growth could fall to zero or turn negative over the next six months.
Ρorrelation between GDP growth and money supply (M1) growth in China.
Yardeni: China's nominal GDP growth could fall to zero or turn negative over the next six months.
β οΈπ¨π³#realestate #china #bubble
China's real estate crash isn't over yet β JPMorgan
Morgan: based on the history of economic bubbles, the Chinese real estate market may still have room for further decline.
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CEO BHP expects Chinaβs property sector to rebound in the upcoming year on the back of favorable government policies
China's real estate crash isn't over yet β JPMorgan
Morgan: based on the history of economic bubbles, the Chinese real estate market may still have room for further decline.
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CEO BHP expects Chinaβs property sector to rebound in the upcoming year on the back of favorable government policies