For those brave enough to form long-term opinions about the world economy, one of the most important factors is China’s future role. Who are the key players and are we facing a new cold war soon?
The trade conflict between China and the USA is gaining further momentum. In our opinion, this should also be seen against the background of the approaching presidential election campaign.
TikTok is the focus of the dispute between the US and China & corporate bonds posted their best month in June. Update from the Investment Division.
The markets for risky assets ended last week with losses. The main reason was the escalating tensions between China and the US. Update from the Investment Division.
Asian stock exchanges traded significantly higher & new infections with the Covid-19 virus reach new record levels. Update from the Investment Division.
China has navigated the crisis quite well so far and that the growth rate of industrial production has picked up, too. All this in an environment where investors are looking for suitable investment opportunities. The Chinese bond market may just be what they are looking for.
“Rollercoaster ride continues”: Most stock exchanges were clearly in the red & the markets ignore the new infections in China. Update from the Investment Division
New wave of Covid-19 cases from Beijing market spreads to Liaoning and on Friday there was a countermovement on the stock markets. Update from the Investment Division.
“Ain’t no Mountain High Enough”: The mountains of debt that governments are accumulating know hardly any limits at present. Update from the Investment Division.
As the „first in, first out” country of the COVID-19 crisis, China is gradually returning to normal. The April activity numbers indicate that China’s domestic economy has been resilient and has continued to recover from the COVID-19 disruption.