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

China: Stärkster Fall der Immobilien-Preise seit acht Jahren https://finanzmarktwelt.de/china-staerkster-fall-der-immobilien-preise-seit-acht-jahren-291464/

XI u. Biden hatten gute Gespräche, das deutet auf Entspannung hin, u. könnte den Trend brechen.

Sollte das eintreffen geht einiges

Das wäre so feierlich habe noch Xiaomi im Depot 13prozent plus und Zhongan 23prozent minus die werden dann auch mitgezogen

Was den Hang Seng betrifft, stehen wir jetzt ENDLICH vor einem Ausbruch aus diesem jahrelangen hartnäckigen Downtrend. Die chinesischen BigTechs werden in den nächsten Wochen ordentliche Zahlen liefern. Es fehlen aber vor allem ein positive politische Signale - da könnte in Kürze was kommen...

Vielen Dank für die zahlreichen Inputs! 👍

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/