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

Yen's falls toward multi-decade lows https://www.reuters.com/markets/currencies/yens-slide-multi-decade-lows-keeps-markets-intervention-alert-2023-11-14/

China orders local governments to cut exposure to public-private projects as debt risks rise, sources say https://www.reuters.com/markets/asia/china-orders-local-governments-cut-exposure-public-private-projects-debt-risks-2023-11-14/

Private equity firms seek a way out of China after US$1.5 trillion betting spree: Mounting concerns about the risks of investing in China have seen secondary buyers demanding discounts of 30 per cent to more than 60 per cent, sources said. https://www.scmp.com/business/banking-finance/article/3241422/private-equity-firms-seek-way-out-china-after-us15-trillion-betting-spree

Housing, Credit Data Spotlight China's Slump https://www.zerohedge.com/markets/housing-credit-data-spotlight-chinas-slump

Short Selling Turnover $14B, or 22.5% of Eligible Securities Turnover at Close www.aastocks.com/en/stocks/news/aafn-news/NOW.1306544/2

Fitch plans to withdraw ratings of Country Garden Services https://www.reuters.com/world/china/fitch-plans-withdraw-ratings-country-garden-services-2023-11-13/

China in der Depression: China: Kredit-Wachstum und Kredit-Nachfrage bleiben schwach https://finanzmarktwelt.de/china-kredit-wachstum-und-kredit-nachfrage-bleiben-schwach-291053/

Staatswirtschaft im Endstadium: Investoren kehren China den Rücken https://deutsche-wirtschafts-nachrichten.de/706460/staatswirtschaft-im-endstadium-investoren-kehren-china-den-ruecken

Chinese securities no longer ‘must-haves’ as overseas confidence wanes: China’s stocks and bonds, long considered guarantors of stable returns, are no longer regarded as reliable prospects by foreign investors. State intervention, as well as uncertainty in the property sector, has offshore capital alarmed and the markets are moving accordingly. https://www.scmp.com/economy/china-economy/article/3241113/chinese-securities-no-longer-must-haves-overseas-confidence-wanes

Chinese regulator wants brokerages to restrict leverage stock trades: The China Securities Regulatory Commission (CSRC), the country’s securities watchdog, wants brokerages to limit the amount of leverage available to hedge funds that borrow large sums of money via a complex derivative business to trade stocks https://www.hedgeweek.com/chinese-regulator-wants-brokerages-to-restrict-leverage-stock-trades/

China’s slow recovery may hit European markets harder than expected: With China continuing to see disappointing economic data, European markets may suffer as Chinese exports and investments fall. Slew of weak Chinese data could cause waves in Europe. https://www.euronews.com/business/2023/11/12/chinas-slow-recovery-may-hit-european-markets-harder-than-expected

SCO, EAEU, and CIS Heads of Government Convene in Kyrgyzstan: Three important Eurasian regional events have taken place in Bishkek, the capital of Kyrgyzstan – the meetings of the heads of government of the Shanghai Cooperation Organisation (SCO), the heads of government of the Commonwealth of Independent States (CIS), and the Eurasian Intergovernmental Council, part of the Eurasian Economic Union (EAEU) structure. https://www.silkroadbriefing.com/news/2023/11/08/sco-eaeu-and-cis-heads-of-government-convene-in-kyrgyzstan/

Banks form ‘contingency units’ ahead of possible China-Taiwan conflict: Growing tensions in the Taiwan Strait and G7 governments’ rapid response over sanctions following Russia’s invasion of Ukraine have prompted banks to form specific divisions to deal with any fallout. https://www.bankingriskandregulation.com/banks-form-contingency-units-ahead-of-possible-china-taiwan-conflict/

Visualizing The Expansion Of The Shanghai Cooperation Organization https://www.zerohedge.com/geopolitical/visualizing-expansion-shanghai-cooperation-organization

China Falls Back Into Deflation, Reviving Fears Over Weak Recovery https://globalinsolvency.com/headlines/china-falls-back-deflation-reviving-fears-over-weak-recovery

SOM: Best Long And Short Trades--2023 Q4 China is becoming Japan with a property bust and deflation https://www.sommacrostrategies.com/single-post/som-best-long-and-short-trades-2023-q4