1. December Sell-Off in Chinese Equities: Morgan Stanley reports global long-only funds rapidly sold Chinese and Hong Kong stocks. Clients redirecting funds to other regions due to underperformance in China markets. Estimated net outflow of $3.8 billion from China and Hong Kong markets. $香港ETF-iShares(EWH.US)$$KraneShares Bosera MSCI China A Share ETF(KBA.US)$$MSCI中國ETF-iShares(MCHI.US)$ 2. New Policies for NEV-Grid Integra...
1. Huawei hasn’t finished surprising the US with its ability to defy the strongest tech sanctions leveled at any company: - Huawei defies intense US sanctions, releasing the 5G-capable Mate 60 Pro smartphone and hinting at more breakthrough products in 2024. - Mate 60 Pro competes with Apple's iPhone, and rumors suggest Huawei's launch of a 5nm chipset laptop, signifying China's technological leap. $蘋果(AAPL.US)$$華爲鴻蒙(LIST0795.SH)$$小米集團-W(01810.HK)$$英偉達(NVDA.US)$$台積電(TSM.US)$$英特爾(INTC.US)$$中芯國際(00981.HK)$ ...
1. US Commerce Secretary Gina Raimondo spent a second day in China stabilizing bilateral relations with its third-largest trading partner. The two nations agreed to set up a joint working group for the first time in three years, which includes representatives from the government and private sector. The group agreed to meet twice a year, with the first meeting to be held in Washington in early 2024. The US and China also agreed to set...
I believe the Fed to be in a true catch 22 - stuck between not being able to raise rates, which would very likely crash markets further, and the inability to maintain accommodative monetary policy, which could fan the flames of inflation. The inflation is the key here. In years past, the Fed never had to face the consequences of its QE. In fact, it was able to parade around suggesting QE was this perfect mechanism for getting the markets to do whatever the Central Banks ...
102946361 : gg
HappyGotLucky :
风起云涌咖啡冰 : 打包
HappyGotLucky : 所以 意味著它將下降 500 分。準備好!
henritlee樓主 : GG 確實
查看更多評論...