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.

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Macroeconomics

<ul><li>The property slump is expected have slightly less of an impact on China’s economy in 2024 than feared, while fiscal support will play a bigger role, Wang Tao, UBS’s chief China economist, said at a Tuesday seminar.</li><li>The year-on-year growth rate in 2024 will be lower than that in 2023, but the economy will continue to recover and stabilize with a growth rate of about 4.5%, Wang said.</li><li>The biggest drag on the economy from the property slump happened in 2022, the economist said.</li></ul>

The property slump is expected have slightly less of an impact on China’s economy in 2024 than feared, while fiscal support will play a bigger role, Wang Tao, UBS’s chief China economist, said at a Tuesday seminar.The year-on-year growth rate in 2024 will be lower than that in 2023, but the economy will continue to recover and stabilize with a growth rate of about 4.5%, Wang said.The biggest drag on the economy from the property slump happened in 2022, the economist said.

UBS Economist Expects Less Property Drag on China’s Economy in 2024 

External broker reports(aggregated public sources), ABN AMRO

ABN AMRO

External broker reports(aggregated public sources)

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<ul><li>Beijing steps up property support; risks being shifted to banks, longer-term downsizing to continue</li><li>Support measures should help a broader recovery in domestic demand, but this may take time</li><li>Structural drags remain: we expect annual growth to fall below 5% in 2024 and 2025</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Beijing steps up property support; risks being shifted to banks, longer-term downsizing to continueSupport measures should help a broader recovery in domestic demand, but this may take timeStructural drags remain: we expect annual growth to fall below 5% in 2024 and 2025Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

China Outlook 2024 - Navigating Between Cyclical and Structural Headwinds

Asia biased macro & technical analysis, Untying The Gordian Knot

Untying The Gordian Knot

Asia biased macro & technical analysis

A differentiated process with a primary focus on Asia. Technical Analysis as core and Macro drivers that could bring the view to fruition & changes that could make the idea fall apart. The objective is to be the best in class, hence corner shop.

<ul><li>Xi-Biden Summit: Geopolitical Tensions Easing, But Underlying Issues Remain</li><li>The Xi-Biden summit has led to a perception of easing geopolitical tensions and a conscious effort to de-escalate the situation.</li><li>Topics included talks on fentanyl, military matters, and artificial intelligence.</li></ul>

Xi-Biden Summit: Geopolitical Tensions Easing, But Underlying Issues RemainThe Xi-Biden summit has led to a perception of easing geopolitical tensions and a conscious effort to de-escalate the situation.Topics included talks on fentanyl, military matters, and artificial intelligence.

Steno Research

Elias Lisberg Glistrup

Macro and Geopolitical Research House

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.

<ul><li>With the turn of the calendar, it’s once again time for our monthly assessment of the current and upcoming macroeconomic circumstances.</li><li>To carry out this evaluation, we utilize two critical tools: our Macro Regime Indicator framework and the interactive Structural Asset Allocation Model.</li><li>These integrated resources enable us to establish a portfolio allocation that is empirically supported, taking into account the prevailing macroeconomic conditions and the driving factors within financial markets.</li></ul>

With the turn of the calendar, it’s once again time for our monthly assessment of the current and upcoming macroeconomic circumstances.To carry out this evaluation, we utilize two critical tools: our Macro Regime Indicator framework and the interactive Structural Asset Allocation Model.These integrated resources enable us to establish a portfolio allocation that is empirically supported, taking into account the prevailing macroeconomic conditions and the driving factors within financial markets.

Macro Regime Indicator: What Technically Rising Liquidity Means for Your Portfolio

Cross Asset Strategy

<ul><li>Bonds / : Five things to know about China’s unusual sovereign bond issue</li><li>Students /: U.S. draws fewer Chinese students, report says</li><li>Wanda /: Wanda unit seeks extension for $600 million dollar bonds</li></ul>

Bonds / : Five things to know about China’s unusual sovereign bond issueStudents /: U.S. draws fewer Chinese students, report saysWanda /: Wanda unit seeks extension for $600 million dollar bonds

CX Daily: Five Things to Know About China’s Unusual Sovereign Bond Issue 

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China Treasury (CHINA GOVT)

UBS Economist Expects Less Property Drag on China’s Economy in 2024

The property slump is expected have slightly less of an impact on China’s economy in 2024 than feared, while fiscal support will play a bigger...

Caixin Global

China Outlook 2024 - Navigating Between Cyclical and Structural Headwinds

Beijing steps up property support; risks being shifted to banks, longer-term downsizing to continue Support measures should help a broader...

ABN AMRO

China Aggregate Finance Under the Hood

Xi-Biden Summit: Geopolitical Tensions Easing, But Underlying Issues Remain. The Xi-Biden summit has led to a perception of easing geopolitical...

Untying The Gordian Knot

Macro Regime Indicator: What Technically Rising Liquidity Means for Your Portfolio

For December, we see rising liquidity due to rallying treasuries and rising SOFR-Fed futures spreads, consequently depleting the ON RRP faster than...

Steno Research

CX Daily: Five Things to Know About China’s Unusual Sovereign Bond Issue

Bonds / Five things to know about China’s unusual sovereign bond issue The Chinese government took a rare and unexpected decision in October to...

Caixin Global

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