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

Analyse: Kippt der Nahe Osten, droht der chinesische Angriffskrieg gegen Taiwan https://www.focus.de/politik/der-china-versteher/analyse-vom-china-versteher-kippt-der-nahe-osten-dann-droht-der-chinesische-angriffskrieg-gegen-taiwan_id_223951326.html

Tensions Soar in the Skies: U.S. Unveils Videos of PLA’s Provocative Air Intercepts. Surge in the People’s Liberation Army (PLA) of China’s intercepting U.S. military aircraft in international airspace https://www.defenseworld.net/2023/10/19/tensions-soar-in-the-skies-u-s-unveils-videos-of-plas-provocative-air-intercepts.html

Stratfor SITUATION REPORT: China: Nuclear Posture Shifts Could Influence Taiwan War Contingency Planning. China's nuclear arsenal expanded from 400 to 500 warheads https://worldview.stratfor.com/situation-report/china-nuclear-posture-shifts-could-influence-taiwan-war-contingency-planning

China weighs options to blunt U.S. sanctions in a Taiwan conflict: -In a war with the U.S. over Taiwan, China would need to create a global network of companies under U.S. sanctions, seize American assets within its borders, and issue gold-denominated bonds https://www.xm.com/de/research/markets/allNews/reuters/china-weighs-options-to-blunt-us-sanctions-in-a-taiwan-conflict-53670359

Während Country Garden den ersten Zahlungsausfall für eine US-Dollar-Anleihe verzeichnete, sinken die Immobilienpreise in den 70 größten Städten in China im September weiter. https://finanzmarktwelt.de/china-preise-fuer-neubauten-sinken-weiter-country-garden-mit-zahlungsausfall-288337/

Vertrauenskrise in China https://finanzmarktwelt.de/vertrauenskrise-in-china-naechster-grossunternehmer-wird-vermisst-288159/

Behind China's real estate crisis is a struggle between Communist Party elites https://www.boersennews.de/community/diskussion/evergrande-real-estate-grp-ltd-registered-shares-dl-01/15172/83114081/

China Bet It All on Real Estate. Now Its Economy Is Paying the Price: After relying on a borrow-to-build model for decades, Beijing must make difficult choices about the country’s housing market and economic future. https://www.nytimes.com/2023/10/16/business/china-evergrande-country-garden.html

Bankenkrise in China https://www.marktundmittelstand.de/zukunftsmaerkte/chinas-banken-koennten-vollgesogen-sein-mit-faulen-krediten

China's net FX outflows were $75bn in September, the fastest pace of outflows since the yuan devaluation phase in 2015. https://www.zerohedge.com/markets/china-capital-flight-panic-erupts-fx-outflows-hit-75-billion-highest-2015-devaluation

China Liquidated The Most US Securities In Four Years To Prop Up Plunging Yuan https://www.zerohedge.com/markets/china-liquidated-most-us-securities-four-years-prop-plunging-yuan

"Katastrophale Auswirkungen" - Evergrande-Investoren in Unruhe: Könnte der Immobiliengigant vor einem "unkontrollierten Zusammenbruch" stehen? https://www.boersennews.de/community/diskussion/evergrande-real-estate-grp-ltd-registered-shares-dl-01/15172/83087039/

Hong Kong stocks slammed by Country Garden debt fallout https://www.scmp.com/business/markets/article/3238436/hong-kong-stocks-slammed-country-garden-debt-fallout-us-tech-curbs-china-and-prolonged-israel-gaza

China’s regional banks facing US$300 billion shortfall, local government debt ‘pain could be too much to bear’: Regional banks could suffer a capital shortfall of 2.2 trillion yuan (US$301 billion) from China’s local government debt crisis, according to S&P Global Ratings. https://www.scmp.com/economy/china-economy/article/3238522/chinas-regional-banks-facing-us300-billion-shortfall-local-government-debt-pain-could-be-too-much

Red flags for China’s earnings season: Goldman, ICBC trim targets for Alibaba, JD.com in red flags for China’s corporate earnings season https://www.scmp.com/business/markets/article/3238117/goldman-icbc-trim-targets-alibaba-jdcom-red-flags-chinas-corporate-earnings-season

China: Exporte fallen weiter: Wie schon die Transportpreise für Container im September vermuten ließen, verringerten sich auch im September die Exporte aus China. Auch die Importe fielen. https://finanzmarktwelt.de/china-exporte-fallen-weiter-287639/