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

China und Taiwan-Invasion: Umgang mit Philippen als Test für USA https://finanzmarktwelt.de/china-und-taiwan-invasion-umgang-mit-philippen-als-test-fuer-usa-291859/

Chinese stocks listed in Hong Kong, Shanghai, Shenzhen and New York have lost US$955 billion in market value so far this year. Bears still have reasons to predict more pain: Unresolved property market crisis, yuan depreciation pressure and geopolitics have battered confidence, forcing foreign funds to jettison Chinese stocks. https://www.scmp.com/business/markets/article/3241940/chinese-stocks-have-been-us955-billion-blunder-2023-market-forecasters-bears-still-have-reasons

A number of European companies have been facing tremors as the Chinese property sector teeters on the brink of collapse. https://www.boersennews.de/community/diskussion/evergrande-real-estate-grp-ltd-registered-shares-dl-01/15172/83734922/

Chinesen entern Paradeplatz https://insideparadeplatz.ch/2023/11/16/chinesen-entern-paradeplatz/

Hat ein chinesisches Kriegsschiff absichtlich australische Marinetaucher verletzt? Canberra wirft Peking gefährliches und unprofessionelles Verhalten vor. https://www.nzz.ch/international/chinesisches-kriegsschiff-bedraengt-australische-taucher-ld.1766390

Trübe Stimmung bei deutschen Maschinenbauern in China: "Das ist die schlechteste Stimmung, die wir seit dem Beginn der Umfrage im Jahr 2016 verzeichnet haben. " Stagnierende Umsätze, nicht ausgelastete Kapazitäten und fehlende Aufträge haben den in China aktiven Maschinenbau-Unternehmen aus Deutschland die Stimmung vermiest. Nur noch jede zehnte Firma beurteilt die derzeitige Geschäftslage als gut, wie der Fachverband VDMA am Freitag aus seiner jüngsten Konjunkturumfrage berichtet. https://de.investing.com/news/economy/trube-stimmung-bei-deutschen-maschinenbauern-in-china-2497632

Belt and Road bounces back, as Beijing seeks to future-proof its flagship global infrastructure initiative https://www.aiddata.org/blog/belt-and-road-bounces-back

Moody's: China’s slowing growth intensifies spillover effects of long property market downturn

Moody's emerging market 2024 outlook: Economic considerations underpin stable emerging market 2024 outlook. EM GDP growth will slow, largely because of China’s slowdown. Export-led EMs will suffer from weak global trade activity.

Xi says U.S. and China can only be adversaries or partners, with no middle ground https://www.hellenicshippingnews.com/xi-says-u-s-and-china-can-only-be-adversaries-or-partners-with-no-middle-ground/

Banks form ‘contingency units’ ahead of possible China-Taiwan conflict https://www.bankingriskandregulation.com/banks-form-contingency-units-ahead-of-possible-china-taiwan-conflict/

‘China will eventually, inevitably be reunified’ with Taiwan, Xi tells Biden https://www.scmp.com/news/china/diplomacy/article/3241699/xi-biden-summit-military-military-talks-resume-equality-and-respect

Xi told Biden Taiwan is biggest, most dangerous issue in bilateral ties https://www.reuters.com/world/us/xi-told-biden-taiwan-is-biggest-most-dangerous-issue-bilateral-ties-us-official-2023-11-16/

Nomura estimated there are around 20 million pre-sold units that are either not yet constructed or delayed. That is equivalent to 20 times the number of unfinished projects by indebted developer Country Garden as of end-2022. https://www.boersennews.de/community/diskussion/country-garden/15916/83693900/

Taiwan-Konflikt: Wachsende Sorge vor einer Eskalation: Die zunehmenden Spannungen um Taiwan verschärfen gegenwärtig den Hegemonialkonflikt zwischen den USA und China, immer mehr Signale deuten auf eine mögliche Eskalation schon in naher Zukunft, meint man bei Feri Cognitive Finance Institute. https://www.institutional-money.com/news/maerkte/headline/taiwan-konflikt-wachsende-sorge-vor-einer-eskalation-228711

Q: And secondly, if I could, on Taiwan. You’ve — you and your administration officials have warned President Xi and Chi- — China about interference in the upcoming election. I’m wondering what would the consequences be if they do, in fact, interfere in the election. Thank you. A: THE PRESIDENT: Well, I may have had that discussion with him, too. I made it clear: I didn’t expect any interference, any at all. https://www.whitehouse.gov/briefing-room/speeches-remarks/2023/11/16/remarks-by-president-biden-in-a-press-conference-woodside-ca/