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

China Equity Funds, which absorbed $30 billion during the third quarter, posted their fifth outflow of the current quarter while redemptions from Japan Equity Funds jumped to a 37-week high. https://epfr.com/insights/global-navigator/for-us-funds-the-money-keeps-rolling-in-equity-fund-flows-bond-flows-money-market-fund-flows-esg-fund-flows-financial-markets-data-investor-sentiment/

ECB working paper: China’s footprint in global financial markets, David Lodge, Ana-Simona Manu and Ine Van Robays examine “risk shocks” originating from the US, China and globally. https://www.ecb.europa.eu/pub/pdf/scpwps/ecb.wp2861~8377c4b063.en.pdf

Confidence Among CEOs of Major MNCs Wanes as Economic Weakness Persists https://www.conference-board.org/publications/AP-TCB-CHINA-CEO-Confidence-China-H2-2023-November-2023-22-Nov

Chinese authorities move on asset manager Zhongzhi after defaults Beijing takes 'mandatory measures' that may include arrests https://asia.nikkei.com/Business/Finance/Chinese-authorities-move-on-asset-manager-Zhongzhi-after-defaults

Die Bezirkswahlen in Hongkong kündigen bevorstehende politische und wirtschaftliche Veränderungen an: Das Gebiet wird den Weg der politischen und wirtschaftlichen Integration in China fortsetzen, was den Geschäftsbetrieb in der Region erschweren wird. https://worldview.stratfor.com/article/hong-kong-district-elections-herald-political-and-economic-changes-come

China ministry seeks more fever clinics to combat respiratory illness surge. The spike become a global issue last week. China's health ministry on Sunday urged local authorities to increase the number of fever clinics as the country grapples with a surge in respiratory illnesses. https://www.zawya.com/en/world/china-and-asia-pacific/china-ministry-seeks-more-fever-clinics-to-combat-respiratory-illness-surge-b5f92uvh

bruegel dataset: China Economic Database https://www.bruegel.org/dataset/china-economic-database

China property: running out of options as fallout spreads to shadow banking. Systemic risks are mounting among non-banking financial bodies that lend to struggling house developers. https://www.ft.com/content/916fbbcc-8beb-4437-bc09-d4d0bac1fbbf

„Management außer Kontrolle“Liquiditätskrise bei Zhongzhi erschüttert Chinas Schattenfinanzmarkt https://www.focus.de/finanzen/boerse/finanzgigant-im-freien-fall-zhongzhi-in-der-klemme-liquiditaetskrise-erschuettert-chinas-schattenfinanzmarkt_id_251274753.html

Taiwan reports Chinese fighters, bombers nearby as election campaign heats up: Taiwan again reported Chinese military activity around the island on Wednesday, with 11 aircraft crossing the sensitive median line of the Taiwan Strait as the island's election campaign kicked into high gear. https://www.reuters.com/technology/amid-foxconn-probe-china-tells-taiwan-firms-play-positive-role-ties-2023-10-25/

Goldman Sachs highlights China's property sector negative feedback loop https://www.forexlive.com/news/goldman-sachs-highlights-chinas-property-sector-negative-feedback-loop-20231121/

China Economy: China’s property sector needs more government support as crisis deepens https://www.cnbc.com/2023/11/21/chinas-property-troubles-are-getting-worse-and-need-beijings-support.html

China's real estate sector has not yet bottomed out https://uk.marketscreener.com/quote/stock/COUNTRY-GARDEN-HOLDINGS-C-1412616/news/China-s-real-estate-sector-has-not-yet-bottomed-out-how-far-will-Beijing-go-before-real-action-is-45406174/

China’s central bank tells lenders to bring forward some lending https://www.hellenicshippingnews.com/chinas-central-bank-tells-lenders-to-bring-forward-some-lending-sources/

In China zeigen maue Verkäufe dagegen schwache Wirtschaft Deutschland: „Auto-Tsunami“ aus China kommt, sagt Experte https://finanzmarktwelt.de/deutschland-auto-tsunami-aus-china-kommt-sagt-experte-291912/