Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

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Cross Asset Strategy

<ul><li>Pandas / Cover Story: Survival of the fittest — China’s captive-bred pandas get new life in the wild</li><li>Private /China’s private quant, bond funds outperform peers as stock market falters</li><li>Payment /China pushes banks, Alipay and WeChat Pay to be more foreigner-friendly</li></ul>

Pandas / Cover Story: Survival of the fittest — China’s captive-bred pandas get new life in the wildPrivate /China’s private quant, bond funds outperform peers as stock market faltersPayment /China pushes banks, Alipay and WeChat Pay to be more foreigner-friendly

CX Daily: Survival of the Fittest — China’s Captive-Bred Pandas Get New Life in the Wild 

<ul><li>Hong Kong / In Depth: Hong Kong embarks on economic makeover</li><li>Two Sessions /China adds six more European countries to visa-free list on trial basis</li><li>Payment /China’s digital payment behemoths try to improve foreign user experience</li></ul>

Hong Kong / In Depth: Hong Kong embarks on economic makeoverTwo Sessions /China adds six more European countries to visa-free list on trial basisPayment /China’s digital payment behemoths try to improve foreign user experience

CX Daily: Hong Kong Embarks on Economic Makeover 

<ul><li>PE /In Depth: Caught between Beijing and Washington, PE majors split China-U.S. teams</li><li>China-India /: China, India militaries to ‘turn the page’ on border issues</li><li>HSBC /: HSBC takes $3 billion charge on BoCom holdings</li></ul>

PE /In Depth: Caught between Beijing and Washington, PE majors split China-U.S. teamsChina-India /: China, India militaries to ‘turn the page’ on border issuesHSBC /: HSBC takes $3 billion charge on BoCom holdings

CX Daily: Caught Between Beijing and Washington, PE Majors Split China-U.S. Teams 

Adventurous Investing For Grown Ups, The Adventurous Investor

Adventurous Investor

Adventurous Investing For Grown Ups

The Adventurous Investor

Introducing private investors to adventurous investment ideas. What does this mean in practice? I’d identify several core themes: Exchange-traded funds (ETFs) both in the US and the UK. I’ll look both at the theory underlying these very popular funds as well as the constant stream of new launches. I’ll also feature some model portfolios, with a simple mix of ETFs to suit all tastes. Alternative investment ideas. This is a deliberately wide brief but takes in everything from real asset-backed funds (property and infrastructure for instance) through to music and art…and most things in between. I’ll also journey on adventures overseas and look at alternative emerging and frontier countries and markets that should feature in your portfolio. From Russia to Africa and plenty of exciting places in between. For a UK audience I will also continue to regularly analyze and comment on the listed closed-end fund segment and investment trusts. Last but by no means least I’ll try and make sense of the big macro stories that impact investors. I’ll also weave into this my own slightly idiosyncratic views which I’m afraid mark me out as a liberal/ social-democratic inclined centrist Dad (which is I fear sometimes seen as a tag of shame in these radicalized days).

<ul><li>In my start-of-the-year note last week, I promised an updated asset allocation outline for investors with a strong equity focus, i.e. investors who are 100% exposed to equities with no diversification into bonds.</li><li>There’s no great magic to this exercise, as there are reference points you can work off.</li><li>Take the table below, which shows the mix of underlying assets in the All Global MSCI ACWI index (which includes emerging markets) and the Alliance Trust.</li></ul>

In my start-of-the-year note last week, I promised an updated asset allocation outline for investors with a strong equity focus, i.e. investors who are 100% exposed to equities with no diversification into bonds.There’s no great magic to this exercise, as there are reference points you can work off.Take the table below, which shows the mix of underlying assets in the All Global MSCI ACWI index (which includes emerging markets) and the Alliance Trust.

Investment Ideas: Asset allocation for equity bulls, and investing in Alibaba

Thematic (Sector/Industry)

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China’s two biggest e-commerce companies reported higher sales from this year’s Double 11 shopping extravaganza, but kept tight-lipped about just how high, as they rolled out discount-heavy strategies to encourage reluctant consumers to spend.
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Alibaba Group Holding Ltd. and JD.com Inc. had offered a slew of discounts to attract shoppers as the recovery in household consumption in the world’s second largest economy <a href="https://www.caixinglobal.com/2023-10-18/chinas-third-quarter-gdp-grows-102117643.html" target="_blank" rel="noopener">slowly gained momentum in recent months</a>.
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<li>
Alibaba said that both gross merchandise value (GMV) and order amount on Taobao and Tmall from Oct. 24 to Nov. 11 rose from the same period last year.
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</ul>



China’s two biggest e-commerce companies reported higher sales from this year’s Double 11 shopping extravaganza, but kept tight-lipped about just how high, as they rolled out discount-heavy strategies to encourage reluctant consumers to spend.


Alibaba Group Holding Ltd. and JD.com Inc. had offered a slew of discounts to attract shoppers as the recovery in household consumption in the world’s second largest economy slowly gained momentum in recent months.


Alibaba said that both gross merchandise value (GMV) and order amount on Taobao and Tmall from Oct. 24 to Nov. 11 rose from the same period last year.



Alibaba, JD.com Report Double 11 Sales Growth   

China

Alibaba Group Holding Limited provides online sales services. The Company provides internet infrastructure, electronic commerce, online financial, and internet content services through its subsidiaries. Alibaba Group Holding offers its products and services worldwide.

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Alibaba (BABA US)

CX Daily: Survival of the Fittest — China’s Captive-Bred Pandas Get New Life in the Wild

Pandas / Cover Story: Survival of the fittest — China’s captive-bred pandas get new life in the wild It is a formidable task, with each panda...

Caixin Global

CX Daily: Hong Kong Embarks on Economic Makeover

Hong Kong / In Depth: Hong Kong embarks on economic makeover Hong Kong has set in motion an ambitious strategy to revive growth, aimed at...

Caixin Global

CX Daily: Caught Between Beijing and Washington, PE Majors Split China-U.S. Teams

PE / In Depth: Caught between Beijing and Washington, PE majors split China-U. S. teams China’s private equity market has faced heightened...

Caixin Global

Investment Ideas: Asset allocation for equity bulls, and investing in Alibaba

In my start-of-the-year note last week, I promised an updated asset allocation outline for investors with a strong equity focus, i.e. investors who...

Adventurous Investor

Alibaba, JD.com Report Double 11 Sales Growth

China’s two biggest e-commerce companies reported higher sales from this year’s Double 11 shopping extravaganza, but kept tight-lipped about just...

Caixin Global

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