Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>Insurers / In Depth: China’s weaker insurers skip early bond redemptions amid growing financial stress</li><li>China-Russia /: China invites Putin for state visit</li><li>Justice /China: seeks to eliminate regulations that hurt business environment</li></ul>

Insurers / In Depth: China’s weaker insurers skip early bond redemptions amid growing financial stressChina-Russia /: China invites Putin for state visitJustice /China: seeks to eliminate regulations that hurt business environment

CX Daily: China’s Weaker Insurers Skip Early Bond Redemptions Amid Growing Financial Stress 

Head of Research and Global Chief Strategist, Steno Research

Andreas Steno

Head of Research and Global Chief Strategist

Macro and Geopolitical Research House

Steno Research

Steno Research is a new macro and geopolitical research house. We are based out of Copenhagen, Denmark, but have an international team and a strong network of sources and partners around the world. The team is lead by Andreas Steno, previous global head of strategy at Nordea Bank, and Mikkel Rosenvold, former chief consultant in the Danish Ministry of Finance.

Macroeconomics

<ul><li>China is preparing something BIG. That seems more and more obvious to me by the week now. The question is what that BIG thing is.</li><li>China reported a strong 5.2% YoY Q1 despite troubles on the ground, local financial institutions are hoarding bonds because of a weak credit demand growth picture and the Chinese authorities seem to be stockpiling like crazy.</li><li>We have seen plenty of tin-foil theories speculating in the reasons behind those Chinese actions, but maybe China is just preparing a major one-off devaluation of the CNY?</li></ul>

China is preparing something BIG. That seems more and more obvious to me by the week now. The question is what that BIG thing is.China reported a strong 5.2% YoY Q1 despite troubles on the ground, local financial institutions are hoarding bonds because of a weak credit demand growth picture and the Chinese authorities seem to be stockpiling like crazy.We have seen plenty of tin-foil theories speculating in the reasons behind those Chinese actions, but maybe China is just preparing a major one-off devaluation of the CNY?

Steno Signals #96 – A major devaluation of the CNY could be imminent

<ul><li>Data / In Depth: China’s efforts to unlock the value of data as an asset</li><li>Bonds /Chart of the Day: China’s plunging long-term government bond yields</li><li>Stocks /Securities watchdog tells quant funds to downsize popular strategy</li></ul>

Data / In Depth: China’s efforts to unlock the value of data as an assetBonds /Chart of the Day: China’s plunging long-term government bond yieldsStocks /Securities watchdog tells quant funds to downsize popular strategy

CX Daily: China’s Efforts to Unlock the Value of Data as an Asset 

Podcast hosted by Hedgeye CEO Keith McCullough, Real Conversations

Real Conversations

Podcast hosted by Hedgeye CEO Keith McCullough

Hedgeye is an investment research and financial media company founded in 2008. Our core principles are transparency, accountability and trust. Hedgeye’s Real Conversations series, hosted by CEO Keith McCullough, brings together the brightest minds in the business to cut through the noise and discuss the financial market moves that actually matter.LEGALThe opinions expressed in Hedgeye Real Conversations are those of the individual speaking and not of Hedgeye, and should not be construed as specific investment advice. Hedgeye® is a registered trademark. All Hedegye Real Conversations are the intellectual property of Hedgeye. All rights reserved.

<ul><li>Bullish trend in China and interest rates, with signaling processes indicating potential upward movement</li><li>Focus on risk management and waiting for corrections before buying or selling</li><li>Emphasis on long cyclicality and avoiding rate-sensitive sectors likely to be negatively impacted by rising interest rates</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Bullish trend in China and interest rates, with signaling processes indicating potential upward movementFocus on risk management and waiting for corrections before buying or sellingEmphasis on long cyclicality and avoiding rate-sensitive sectors likely to be negatively impacted by rising interest ratesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Podcast dissecting business, technology & media, Analyse Asia

Analyse Asia with Bernard Leong

Podcast dissecting business, technology & media

Analyse Asia

The premiere weekly podcast dissecting the pulse of business, technology & media in Asia. Hear our host interviewing leading journalists, senior executives, respectable authors & thinkers, entrepreneurs & thought leaders to discuss the most important issues that move and shake the business landscape in the Asia Pacific. The show is originally created and hosted by Bernard Leong.

<ul><li>Embrace all types of stimulus, even if they look different from the past</li><li>Experienced investor in Asian markets sees similarities in current sentiment to past market cycles</li><li>Michael Fritzell, founder of Asian Century Stocks, shares his journey from journalism to finance and his passion for Asia and Chinese language and culture.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Embrace all types of stimulus, even if they look different from the pastExperienced investor in Asian markets sees similarities in current sentiment to past market cyclesMichael Fritzell, founder of Asian Century Stocks, shares his journey from journalism to finance and his passion for Asia and Chinese language and culture.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Will the Stocks from China Recover & Asian Century Stocks with Michael Fritzell

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China Treasury (CHINA GOVT)

CX Daily: China’s Weaker Insurers Skip Early Bond Redemptions Amid Growing Financial Stress

Insurers / In Depth: China’s weaker insurers skip early bond redemptions amid growing financial stress. China-Russia /: China invites Putin for...

Caixin Global

Steno Signals #96 – A major devaluation of the CNY could be imminent

Happy Sunday and welcome to our flagship editorial! Remember that I will be in Singapore most of next week. Please reach out if you are Singapore...

Steno Research

CX Daily: China’s Efforts to Unlock the Value of Data as an Asset

Data / In Depth: China’s efforts to unlock the value of data as an asset Chinese businesses and regulators are making new efforts to put a value...

Caixin Global

The Macro Show | February 27, 2024

The morning started early with a call at 4:30 AM, discussing China's bullish trend, potential interest rate hikes, and sector impacts, leading to...

Real Conversations

Will the Stocks from China Recover & Asian Century Stocks with Michael Fritzell

The podcast episode of Analyze Asia with guest Michael Fritzell delves into the Chinese and Asian stock markets, discussing market cycles, lending...

Analyse Asia with Bernard Leong

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