It Is Time to Redraw the World’s Economic Map
By Peter Lundgreen via Caixin | The turmoil on world financial markets has more to do with global changes that need to be noted than recent volatility in China’s stock exchange.
stock market
Has the adjustment time for China’s economy arrived?
The adjustment is serious and is a reaction to the eruption of China’s triple bubble: credit, real estate and stock markets.
Europe is finally delivering on earnings growth
LONDON | UBS analysts | Actual reported earnings are showing strong numbers; based on reported earnings so far Q2 is one of the strongest seasons in c. 5 years.
The umpteenth Chinese bubble
BEIJING | July 10, 2015 | By Alberto Lebrón | Can you imagine a country capable of losing, in just three weeks, nearly five times what Greece owes the Troika? Chinese stock markets have lost ten billion yuan. In euros, that is almost one and a half billion, more than Spain’s entire GDP.
How regulators failed China stock market
BEIJING | July 8, 2015 | Caixin | The government was slow to recognize the risks that umbrella trusts created, then acted as if the Shanghai Composite Index should set policy.
Investors would rather bet on Spanish stocks instead of bonds
MADRID | July 3, 2015 | By Francisco López | Investors who bought a Spanish 10-year bond last January 1st are losing today 3.8% of their investment. Those who chose a financial product linked to lbex35 earned 6% in the same period, despite the recent fall caused by the Greek crisis.The evolution of the Spanish stock market has been better in the first half of the year and, according to experts, may further improve.
PBOC shows it is concerned about Chinese stock market
BEIJING | July 2, 2015 | By Xu Gao via Caixin | Moves by the Chinese central bank (PBOC) indicate that it is paying close attention to margin trading and the commitment that banks have made to the bourse.
From brick and mortar to stocks and shares; China’s new investment frenzy
Until very recently, Chinese investors’ preferred choice was the real estate sector. Chronic new housing oversupply led many to fear an eventual burst of the real state bubble and to abandon their brick and mortar investment ambitions. Looking for fresh alternatives, many are rushing into the buying of shares in the local stock exchanges. The number of individual investment accounts grew 400% in the first quarter of this year.
India is making China look old
LONDON | May 1, 2015 | By Asoka Wöhrmann, Chief Investment Officer at Deutsche AWM | The stock markets in India and China both still have potential. But arguments for investing in India are currently more convincing.
Notion that Chinese stock market can boost economy is misguided
BEIJING | April 30, 2015 | Caixin Editorial | China’s stock market is on a roll, giving rise to a view that it could help revive the slowing economy. The two have an interesting relationship, and there are advantages and disadvantages to using the market to boost growth. Yet, in the current circumstances, the stock market will be hard pressed to perform that role.