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

PwC faces client defections after accusations about China Evergrande: PwC’s troubles have worsened since a letter from whistle-blowers in April alleged it ‘turned a blind eye’ to developer’s misconduct https://www.scmp.com/business/article/3264609/pwc-faces-defections-hong-kong-mainland-china-clients-amid-concerns-about-china-evergrande

China’s Iron Ore Imports Projected to Hit Record High Amid Global Supply Shifts https://agmetalminer.com/2024/05/23/iron-ore-price-china-imports-record/

China's banks - Stability could be a mirage: Thin net interest margins are evidently burdening China's banks. And problems with bad loans might not be fully showing up in official figures. https://www.boersen-zeitung.de/english/stability-could-be-a-mirage

Slump in China's home prices, sales set to worsen this year https://www.reuters.com/world/china/slump-chinas-home-prices-sales-set-worsen-this-year-2024-05-20/

China's property support measures disappoint https://www.reuters.com/markets/asia/most-chinese-developers-shares-fall-despite-latest-support-measures-2024-05-20/

Handelsstreit eskaliert: Westliche Unternehmen sehen schwarz für das Geschäft in China https://www.tagesanzeiger.ch/der-handelsstreit-mit-china-eskaliert-169097257683

Chinesische Immobilienpreise fallen weiter: Auch im April bewegen sich die Preise für chinesische Immobilien abwärts. Die Regierung erwägt offenbar ein Aufkaufprogramm. Am Freitag soll eine Krisensitzung stattfinden. https://www.handelsblatt.com/finanzen/immobilien/house-price-index-chinesische-immobilienpreise-fallen-weiter/100037449.html

Korrektur: https://www.youtube.com/watch?v=tQPvA6u8I-o

China’s New World Order https://www.youtube.com/watch?v=t7n4-v3NZjU

"Geopolitics and its Impact on Global Trade and the Dollar" - Speech by First Deputy Managing Director Gita Gopinath in Series on the Future of the International Monetary System (IMS) https://www.imf.org/en/News/Articles/2024/05/07/sp-geopolitics-impact-global-trade-and-dollar-gita-gopinath

Biden Set to Hit China EVs, Strategic Sectors With Tariffs https://www.bloomberg.com/news/articles/2024-05-10/biden-poised-to-impose-tariffs-on-china-evs-strategic-sectors

Six Chinese banks set market risk records in Q1. Market RWAs spike 63% overall in first disclosures after rules update https://www.risk.net/risk-quantum/7959351/six-chinese-banks-set-market-risk-records-in-q1

Even a State-Linked Giant Can’t Escape China’s Real-Estate Crisis. https://globalinsolvency.com/headlines/even-state-linked-giant-cant-escape-chinas-real-estate-crisis

China exportiert im April mehr - Weniger Handel mit Deutschland. Die Entwicklung des deutsch-chinesischen Handels sei entgegen dem allgemeinen Trend rückläufig https://de.marketscreener.com/boerse-nachrichten/nachrichten/China-exportiert-im-April-mehr-Weniger-Handel-mit-Deutschland-46676142/

Moody's: China’s Property Market: Crisis or Recovery? To date, government stimulus has failed to turn things around. The most likely path forward is for China’s property market to keep falling this year as the government rebalances the economy away from building-led growth. As the country’s broader recovery gains momentum, the real estate market’s multiyear correction will bottom out in 2025 and achieve modest growth thereafter. https://events.moodys.com/mc-31950-wbn-2024-map23110-chinas-property-market

Peking will mit Schulden Problem lösen: Immobilien-Markt verzeichnet tiefsten Fall seit 2015 https://finanzmarktwelt.de/china-immobilien-markt-verzeichnet-tiefsten-fall-seit-2015-309142/