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

Chinese securities no longer ‘must-haves’ as overseas confidence wanes: China’s stocks and bonds, long considered guarantors of stable returns, are no longer regarded as reliable prospects by foreign investors. State intervention, as well as uncertainty in the property sector, has offshore capital alarmed and the markets are moving accordingly. https://www.scmp.com/economy/china-economy/article/3241113/chinese-securities-no-longer-must-haves-overseas-confidence-wanes

Chinese regulator wants brokerages to restrict leverage stock trades: The China Securities Regulatory Commission (CSRC), the country’s securities watchdog, wants brokerages to limit the amount of leverage available to hedge funds that borrow large sums of money via a complex derivative business to trade stocks https://www.hedgeweek.com/chinese-regulator-wants-brokerages-to-restrict-leverage-stock-trades/

China’s slow recovery may hit European markets harder than expected: With China continuing to see disappointing economic data, European markets may suffer as Chinese exports and investments fall. Slew of weak Chinese data could cause waves in Europe. https://www.euronews.com/business/2023/11/12/chinas-slow-recovery-may-hit-european-markets-harder-than-expected

SCO, EAEU, and CIS Heads of Government Convene in Kyrgyzstan: Three important Eurasian regional events have taken place in Bishkek, the capital of Kyrgyzstan – the meetings of the heads of government of the Shanghai Cooperation Organisation (SCO), the heads of government of the Commonwealth of Independent States (CIS), and the Eurasian Intergovernmental Council, part of the Eurasian Economic Union (EAEU) structure. https://www.silkroadbriefing.com/news/2023/11/08/sco-eaeu-and-cis-heads-of-government-convene-in-kyrgyzstan/

Banks form ‘contingency units’ ahead of possible China-Taiwan conflict: Growing tensions in the Taiwan Strait and G7 governments’ rapid response over sanctions following Russia’s invasion of Ukraine have prompted banks to form specific divisions to deal with any fallout. https://www.bankingriskandregulation.com/banks-form-contingency-units-ahead-of-possible-china-taiwan-conflict/

Visualizing The Expansion Of The Shanghai Cooperation Organization https://www.zerohedge.com/geopolitical/visualizing-expansion-shanghai-cooperation-organization

China Falls Back Into Deflation, Reviving Fears Over Weak Recovery https://globalinsolvency.com/headlines/china-falls-back-deflation-reviving-fears-over-weak-recovery

SOM: Best Long And Short Trades--2023 Q4 China is becoming Japan with a property bust and deflation https://www.sommacrostrategies.com/single-post/som-best-long-and-short-trades-2023-q4

A $5.5 billion selloff in Ping An Insurance Group Co. is underscoring why a mooted takeover of distressed developer Country Garden Holdings Co. would be perilous for both the insurer and the Chinese financial system. https://www.boersennews.de/community/diskussion/ping-an-insurance/18772/83539304/

Trends to watch in APAC derivatives markets China's Commodity Exchanges Dominate https://www.fia.org/marketvoice/articles/viewpoint-trends-watch-apac-derivatives-markets

U.S. Dropping as China Trade Partner: WJS Latin America, Africa and developing markets in Asia now account for 36% of overall Chinese trade, compared with 33% for its trade with the U.S., Europe and Japan, according to a Wall Street Journal analysis of Chinese customs data. As recently as last summer, that trio of advanced markets accounted for a larger share of Chinese trade. https://www.wsj.com/economy/trade/economy-us-china-tariffs-trade-investment-1c58d24e?mod=itp_wsj

China's Oct exports to Russia continue to grow at double-digit pace.Chinese shipments to Russia rose 17% to $8.69 billion in October from a year earlier https://www.zawya.com/en/world/china-and-asia-pacific/chinas-oct-exports-to-russia-continue-to-grow-at-double-digit-pace-rzcrmeow

‘If you’re a foreign firm, Xi will decide if you’re helping his vision or not’ https://www.bankingriskandregulation.com/if-youre-a-foreign-firm-xi-will-decide-if-youre-helping-his-vision-or-not/

Credit Derivates Determinations Committees: Country Garden Holdings Company Limited Credit Default Swaps - Credit Event Question Closed https://www.cdsdeterminationscommittees.org/credit-default-swaps-management/

Global Insolvency: More Companies in Asia Headed for Bankruptcy: The report from global consultants AlixPartners noted that Asia’s restructuring market is expected to heat up over the rest of this year and into 2024 with financial players expecting a tougher period ahead. https://globalinsolvency.com/headlines/more-companies-asia-headed-bankruptcy

Erstmals fallen ausstehende Kredite Immobilien-Krise in China: Immobilien-Darlehen fallen um 100 Millarden Yuan. Die Immobilien-Krise in China erreicht ihr nächstes Stadium: zum ersten Mal fallen die ausstehenden Kredite, der Immobilien-Sektor schrumpft um -2,7%. https://www.boersennews.de/community/diskussion/country-garden/15916/83480498/