HANG SENG WKN: 145733 ISIN: HK0000004322 Kürzel: HSI Forum: Indizes Thema: Hauptdiskussion

Stratfor SITUATION REPORT: China: Nuclear Posture Shifts Could Influence Taiwan War Contingency Planning. China's nuclear arsenal expanded from 400 to 500 warheads https://worldview.stratfor.com/situation-report/china-nuclear-posture-shifts-could-influence-taiwan-war-contingency-planning

China weighs options to blunt U.S. sanctions in a Taiwan conflict: -In a war with the U.S. over Taiwan, China would need to create a global network of companies under U.S. sanctions, seize American assets within its borders, and issue gold-denominated bonds https://www.xm.com/de/research/markets/allNews/reuters/china-weighs-options-to-blunt-us-sanctions-in-a-taiwan-conflict-53670359

Während Country Garden den ersten Zahlungsausfall für eine US-Dollar-Anleihe verzeichnete, sinken die Immobilienpreise in den 70 größten Städten in China im September weiter. https://finanzmarktwelt.de/china-preise-fuer-neubauten-sinken-weiter-country-garden-mit-zahlungsausfall-288337/

Vertrauenskrise in China https://finanzmarktwelt.de/vertrauenskrise-in-china-naechster-grossunternehmer-wird-vermisst-288159/

Behind China's real estate crisis is a struggle between Communist Party elites https://www.boersennews.de/community/diskussion/evergrande-real-estate-grp-ltd-registered-shares-dl-01/15172/83114081/

China Bet It All on Real Estate. Now Its Economy Is Paying the Price: After relying on a borrow-to-build model for decades, Beijing must make difficult choices about the country’s housing market and economic future. https://www.nytimes.com/2023/10/16/business/china-evergrande-country-garden.html

Bankenkrise in China https://www.marktundmittelstand.de/zukunftsmaerkte/chinas-banken-koennten-vollgesogen-sein-mit-faulen-krediten

China's net FX outflows were $75bn in September, the fastest pace of outflows since the yuan devaluation phase in 2015. https://www.zerohedge.com/markets/china-capital-flight-panic-erupts-fx-outflows-hit-75-billion-highest-2015-devaluation

China Liquidated The Most US Securities In Four Years To Prop Up Plunging Yuan https://www.zerohedge.com/markets/china-liquidated-most-us-securities-four-years-prop-plunging-yuan

"Katastrophale Auswirkungen" - Evergrande-Investoren in Unruhe: Könnte der Immobiliengigant vor einem "unkontrollierten Zusammenbruch" stehen? https://www.boersennews.de/community/diskussion/evergrande-real-estate-grp-ltd-registered-shares-dl-01/15172/83087039/

Hong Kong stocks slammed by Country Garden debt fallout https://www.scmp.com/business/markets/article/3238436/hong-kong-stocks-slammed-country-garden-debt-fallout-us-tech-curbs-china-and-prolonged-israel-gaza

China’s regional banks facing US$300 billion shortfall, local government debt ‘pain could be too much to bear’: Regional banks could suffer a capital shortfall of 2.2 trillion yuan (US$301 billion) from China’s local government debt crisis, according to S&P Global Ratings. https://www.scmp.com/economy/china-economy/article/3238522/chinas-regional-banks-facing-us300-billion-shortfall-local-government-debt-pain-could-be-too-much

Red flags for China’s earnings season: Goldman, ICBC trim targets for Alibaba, JD.com in red flags for China’s corporate earnings season https://www.scmp.com/business/markets/article/3238117/goldman-icbc-trim-targets-alibaba-jdcom-red-flags-chinas-corporate-earnings-season

China: Exporte fallen weiter: Wie schon die Transportpreise für Container im September vermuten ließen, verringerten sich auch im September die Exporte aus China. Auch die Importe fielen. https://finanzmarktwelt.de/china-exporte-fallen-weiter-287639/

South Korea to fine two Hong Kong banks for naked short-selling https://www.investing.com/news/stock-market-news/south-korea-to-fine-two-hong-kong-banks-for-naked-shortselling-3198902

Déjà-vu Finanzkrise 2008 "The Big Short". Es ist mal wieder soweit: Margin Call! "Die chinesische Wertpapieraufsichtsbehörde kündigte am Samstag an, dass sie das Wertpapierleihgeschäft einschränken und die Kontrolle über unzulässige regulatorische Arbitrage verschärfen wird ..., einschließlich höherer Margenanforderungen und der Einschränkung des Verleihs von Aktien" https://de.marketscreener.com/boerse-nachrichten/nachrichten/Chinesische-Borsenaufsicht-kundigt-Beschrankungen-fur-Wertpapierleihe-an-45065478/