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>Tuberculosis / In Depth: China launches new plan to tackle tuberculosis</li><li>China-Mexico /: Trump tariff hike on Mexico would hurt Chinese investments, experts say</li><li>The World Bank nudged up its China GDP growth forecast for this year to 4.9%, up from its June projection of 4.8%</li></ul>

Tuberculosis / In Depth: China launches new plan to tackle tuberculosisChina-Mexico /: Trump tariff hike on Mexico would hurt Chinese investments, experts sayThe World Bank nudged up its China GDP growth forecast for this year to 4.9%, up from its June projection of 4.8%

CX Daily: China Launches New Plan to Tackle Tuberculosis 

Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

<ul><li>Arm shifts focus to AI hardware, software, and ecosystem development beyond semiconductors.</li><li>Chinese state CRC acquires JCET, while Intel faces five crises with CEO departure.</li><li>Brightek partners with SiPhIA for automotive opportunities, as Chinese EV makers and European auto layoffs impact global supply chains.</li></ul>

Arm shifts focus to AI hardware, software, and ecosystem development beyond semiconductors.Chinese state CRC acquires JCET, while Intel faces five crises with CEO departure.Brightek partners with SiPhIA for automotive opportunities, as Chinese EV makers and European auto layoffs impact global supply chains.

Tech Supply Chain Tracker (04-Dec-2024): Arm targets AI hardware, software, ecosystem.

Asian Hedge Fund Manager, Long Short Equity, Macro

David Mudd

<ul>
<li>Hong Kong market breadth stays strong despite market pullback in November.  Mainland investors continue to increase exposure to HK market through Southbound Connect platform.</li>
<li>
<a href="https://www.smartkarma.com/entities/baidu-inc-a55ca720-5968-48f0-8194-ac94390d065c" target="_blank" data-smartkarma-citation="entities:32212:1" rel="noopener">Baidu (9888 HK)</a> , <a href="https://www.smartkarma.com/entities/baidu-inc" target="_blank" data-smartkarma-citation="entities:179:1" rel="noopener">Baidu (BIDU US)</a> , the global leader in Robotaxis, was granted a license to start operating its autonomous cars in Hong Kong.
</li>
<li>
<a href="https://www.smartkarma.com/entities/vitasoy-intl-holdings-ltd" target="_blank" data-smartkarma-citation="entities:2807:1" rel="noopener">Vitasoy Intl Holdings (345 HK)</a> shares surged on takeover rumours after <a href="https://www.smartkarma.com/entities/yeo-hiap-seng-ltd" target="_blank" data-smartkarma-citation="entities:9051:1" rel="noopener">Yeo Hiap Seng (YHS SP)</a> increased its stake to more than 12% allowing them to call a Board meeting.
</li>
</ul>


Hong Kong market breadth stays strong despite market pullback in November.  Mainland investors continue to increase exposure to HK market through Southbound Connect platform.

Baidu (9888 HK) , Baidu (BIDU US) , the global leader in Robotaxis, was granted a license to start operating its autonomous cars in Hong Kong.


Vitasoy Intl Holdings (345 HK) shares surged on takeover rumours after Yeo Hiap Seng (YHS SP) increased its stake to more than 12% allowing them to call a Board meeting.



The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (December 2)

Overseas Chinese Equities, Aequitas Research

Ming Lu

Overseas Chinese Equities

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

<ul>
<li>Starbucks’ CEO of China denied the rumor that Starbucks will sell its Chinese businesses.</li>
<li>Chow Tai Fook closed 239 stores from March to September.</li>
<li>SAIC and Volkswagen will extend their joint venture to 2040.</li>
</ul>


Starbucks’ CEO of China denied the rumor that Starbucks will sell its Chinese businesses.
Chow Tai Fook closed 239 stores from March to September.
SAIC and Volkswagen will extend their joint venture to 2040.


China Consumption Weekly (2 Dec 2024): Starbucks, Chow Tai Fook, SAIC, Volkswagen, BYD

Index Rebal Trades & Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Index Rebal Trades & Special Situations

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>The December 2024 index review results for the SSE 50 and SSE 180 indices were announced after market close on Friday 29th November 2024.</li>
<li>There will be 4 changes for SSE 50 and 18 changes for SSE 180 during the December 2024 index rebal event.</li>
<li>SSE 50 ADDs and DELs will see large index flows while the SSE 180 flow names have fairly insignificant flow expectations.</li>
</ul>


The December 2024 index review results for the SSE 50 and SSE 180 indices were announced after market close on Friday 29th November 2024.
There will be 4 changes for SSE 50 and 18 changes for SSE 180 during the December 2024 index rebal event.
SSE 50 ADDs and DELs will see large index flows while the SSE 180 flow names have fairly insignificant flow expectations.


Quiddity SSE50/180 Dec 24 Results: All SSE 50 ADDs in the LONGs Basket; Positive Start; More to Come

China

SAIC Motor Corporation Ltd., through joint ventures, manufactures and markets automobiles and related parts and accessories.

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SAIC Motor (600104 CH)

CX Daily: China Launches New Plan to Tackle Tuberculosis

Tuberculosis / In Depth: China launches new plan to tackle tuberculosis In Nanshan district in the southern metropolis of Shenzhen, one of the...

Caixin Global

Tech Supply Chain Tracker (04-Dec-2024): Arm targets AI hardware, software, ecosystem.

Arm expands focus beyond semiconductors to include AI hardware, software, and ecosystem development; Intel faces crises, Brightek joins SiPhIA,...

Tech Supply Chain Tracker

The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (December 2)

Hong Kong market breadth is high as mainland investors continue buy HK shares. Baidu, the largest Robotaxi operator was granted license to operate...

David Mudd

China Consumption Weekly (2 Dec 2024): Starbucks, Chow Tai Fook, SAIC, Volkswagen, BYD

Starbucks’ CEO of China denied the rumor that Starbucks will sell its Chinese businesses. Chow Tai Fook closed 239 stores. SAIC and Volkswagen will...

Ming Lu

Quiddity SSE50/180 Dec 24 Results: All SSE 50 ADDs in the LONGs Basket; Positive Start; More to Come

All five SSE 50 ADDs are in our previous LONGs basket. Since 5th Nov, the LONGs have outperformed the index by 2.7% which was a better return than...

Janaghan Jeyakumar, CFA

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