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

Country Garden Bondholders Meet Shenzhen Exchange Over Payment: Holders given option to refrain from put option for CDS delay https://www.boersennews.de/community/diskussion/country-garden/15916/84117402/

Kannst du was positives schreiben?

China: Schwache Daten signalisieren wirtschaftlichen Schmerz https://finanzmarktwelt.de/china-294121/

Record Number of Chinese Blacklisted for Debt Defaults – FT https://www.asiafinancial.com/record-number-of-chinese-blacklisted-for-debt-defaults-ft

China’s Stock Index Near 5-Year Low After Moody’s Outlook Cut. ‘This does not make sense’: Hong Kong No 2 official Eric Chan slams Moody’s ‘smearing’ credit outlook downgrade https://www.scmp.com/news/hong-kong/politics/article/3244216/does-not-make-sense-hong-kong-no-2-official-eric-chan-slams-moodys-smearing-credit-outlook-downgrade https://www.asiafinancial.com/chinas-stock-index-near-5-year-low-after-moodys-outlook-cut

EU-China Gipfel: Xi Jinping warns European Union against confrontation course https://aussiedlerbote.de/en/xi-jinping-warns-european-union-against-confrontation-course/

Institut der Deutschen Wirtschaft: De-Risking zur Minderung von Abhängigkeiten ist Aufgabe der Unternehmen. Umfragen zeigen jedoch, dass eine Mehrheit der deutschen Firmen mit hohen China-Abhängigkeiten keine Maßnahmen dagegen ergreift oder Chinas Relevanz teils sogar noch erhöht. https://www.iwkoeln.de/fileadmin/user_upload/Studien/Kurzberichte/PDF/2023/IW-Kurzbericht_2023-De-Risking-China.pdf

China liegt flach: das Ende des chinesischen Booms und die Folgen für Europa https://www.ifw-kiel.de/de/publikationen/kiel-focus/china-liegt-flach-das-ende-des-chinesischen-booms-und-die-folgen-fuer-europa/

Muddy Waters: "We all know the most important factors in real estate: location, location, Chinese money" https://www.youtube.com/watch?v=SAZnxK9XuFQ&t=230s

Fitch Ratings plans to withdraw all the ratings on Country Garden Services Holdings Company Limited on or about 12 December 2023 for commercial reasons. https://www.boersennews.de/community/diskussion/country-garden/15916/84051396/

China debt crunch: China's hidden debt spurs warnings of more Moody's downgrades. Governing financing vehicles, banks and Hong Kong face outlook cuts https://asia.nikkei.com/Business/Markets/China-debt-crunch/China-s-hidden-debt-spurs-warnings-of-more-Moody-s-downgrades

Moody's changes outlooks on 22 Chinese LGFVs' ratings to negative from stable and maintains negative outlook for one LGFV following sovereign action. Moody's places 26 Chinese LGFVs' ratings on review for downgrade following sovereign action https://www.moodys.com/research/Moodys-places-26-Chinese-LGFVs-ratings-on-review-for-downgrade--PR_482721

Moody's changes outlooks on 18 Chinese corporates to negative following sovereign action https://www.moodys.com/research/Moodys-changes-outlooks-on-18-Chinese-corporates-to-negative-following--PR_482992

Moody's changes outlooks to negative on eight Chinese banks following sovereign rating action https://www.moodys.com/research/Moodys-changes-outlooks-to-negative-on-eight-Chinese-banks-following--PR_482777

The Big Story- Taiwan's defining moment: Election to determine future of relations with China: Against backdrop of Ukraine and Hong Kong, voters must choose confrontation or compromise with Beijing https://asia.nikkei.com/Spotlight/The-Big-Story/Taiwan-s-defining-moment-Election-to-determine-future-of-relations-with-China

Die Chancen-Risikobewertung muss jeder für sich selber vornehmen und dann seine Investment und Hedging Strategie ableiten. Ich berichte nur Informationen, Fakten und Zahlen für die Risikoanalyse. In knapp einem Monat ist die Wahl in Taiwan: "The sovereignty question - Taiwan’s presidential election, scheduled for 13 January, may be about determining the governance of 24 million people, but it’s also of crucial importance to the world. Across the Taiwan Strait, the Chinese Communist party claims Taiwan as a province of China, and is preparing to “reunify” it. Beijing has not renounced using force to do so" https://www.theguardian.com/world/2023/dec/06/taiwan-presidential-election-opposition-in-chaos-as-china-looms-in-background