Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

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News from Caixin

Cross Asset Strategy

<ul><li>In Depth: Will wind go out of SPACs’ sails in Singapore and Hong Kong?</li><li>China’s cabinet vows stronger policy to boost jobs amid Covid upsurge</li><li>Yuan losses have room to run as Covid puts economy under siege</li></ul>

In Depth: Will wind go out of SPACs’ sails in Singapore and Hong Kong?China’s cabinet vows stronger policy to boost jobs amid Covid upsurgeYuan losses have room to run as Covid puts economy under siege

CX Daily: Will Wind Go Out of SPACs’ Sails in Singapore and Hong Kong?

<ul><li>In Depth: China’s pension insurers told to stop pursuing quick and risky profits</li><li>China Meheco links up with Pfizer to market Covid pill</li><li>China must address gender imbalance to tackle demographic crisis, Nobel laureate says</li></ul>

In Depth: China’s pension insurers told to stop pursuing quick and risky profitsChina Meheco links up with Pfizer to market Covid pillChina must address gender imbalance to tackle demographic crisis, Nobel laureate says

CX Daily: China’s Pension Insurers Told to Stop Pursuing Quick and Risky Profits

Thematic (Sector/Industry)

<ul>
<li>Morowali, an Indonesian county with fewer than 200,000 residents, has attracted billions of dollars in investment from Chinese companies.</li>
<li>All the money went to the same place — industrial parks established by Chinese stainless steel giant Tsingshan Holding Group Ltd. — to set up nickel smelters</li>
<li>Like many other raw materials in the sector, the trend has driven up nickel prices</li>
</ul>


Morowali, an Indonesian county with fewer than 200,000 residents, has attracted billions of dollars in investment from Chinese companies.
All the money went to the same place — industrial parks established by Chinese stainless steel giant Tsingshan Holding Group Ltd. — to set up nickel smelters
Like many other raw materials in the sector, the trend has driven up nickel prices


In Depth: Chinese Companies’ Quest for Indonesian Nickel Grows Perilous

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

MSCI Emerging Markets Index / Technical Analysis

We are no longer recommending an overweight to China (MSCI China) due to recent RS deterioration. Our favorite countries remain Taiwan (TAIEX) and India (SENSEX), while Brazil (Bovespa) and South Korea (KOSPI) display improving price and RS trends -- add exposure. MSCI EM Technology and Materials are our top two Sector overweights. Additionally, the EM Health Care Sector shows bullish price and RS inflections, making it a timely Sector to add exposure to at current levels.

We are no longer recommending an overweight to China (MSCI China) due to recent RS deterioration. Our favorite countries remain Taiwan (TAIEX) and India (SENSEX), while Brazil (Bovespa) and South Korea (KOSPI) display improving price and RS trends -- add exposure. MSCI EM Technology and Materials are our top two Sector overweights. Additionally, the EM Health Care Sector shows bullish price and RS inflections, making it a timely Sector to add exposure to at current levels.

Overweight EM Vs. EAFE; Dollar Weakness Continues

Shanghai Stock Exchange Composite Index / Technical Analysis

Geopolitical concerns aside, a weakening US dollar (DXY) continues to be a major tailwind for both EM equities and the commodity Sectors. Improving price and RS trends for these risk-on areas of the market are among the many characteristics consistent with historical bull markets. Therefore, we continue to label this a bull market and we believe global equities are still in the early innings of a broad-based advance. Commodity Sectors make up a majority of our EM-focused recommendations in this report.

Geopolitical concerns aside, a weakening US dollar (DXY) continues to be a major tailwind for both EM equities and the commodity Sectors. Improving price and RS trends for these risk-on areas of the market are among the many characteristics consistent with historical bull markets. Therefore, we continue to label this a bull market and we believe global equities are still in the early innings of a broad-based advance. Commodity Sectors make up a majority of our EM-focused recommendations in this report.

EM Remains In Favor; Shanghai Comp Breaking Out

China

Zhejiang Huayou Cobalt Company Ltd. manufactures, processes, and distributes battery materials and new cobalt materials. The Company produces cathode materials, cobalt products, copper products, nickel products, nickel cobalt manganese hydroxide, and lithium products. Zhejiang Huayou Cobalt conducts businesses in China.

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Zhejiang Huayou Cobalt (603799 CH)

CX Daily: Will Wind Go Out of SPACs’ Sails in Singapore and Hong Kong?

In Depth: Will wind go out of SPACs’ sails in Singapore and Hong Kong? China’s cabinet vows stronger policy to boost jobs amid Covid upsurge

Caixin Global

CX Daily: China’s Pension Insurers Told to Stop Pursuing Quick and Risky Profits

In Depth: China’s pension insurers told to stop pursuing quick and risky profits. China Meheco links up with Pfizer to market Covid pill

Caixin Global

In Depth: Chinese Companies’ Quest for Indonesian Nickel Grows Perilous

Morowali, an Indonesian county with fewer than 200,000 residents, has attracted billions of dollars in investment from Chinese companies.

Caixin Global

Overweight EM Vs. EAFE; Dollar Weakness Continues

Our favorite countries remain Taiwan (TAIEX) and India (SENSEX), while Brazil (Bovespa) and South Korea (KOSPI) display improving price and RS...

Vermilion Research

EM Remains In Favor; Shanghai Comp Breaking Out

Geopolitical concerns aside, a weakening US dollar (DXY) continues to be a major tailwind for both EM equities and the commodity Sectors. Improving...

Vermilion Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)