chinaashares
Meanwhile, the Greater China market continues to face some challenges, given the soft economic data in April and May. While we view that the country’s economic recovery remains intact longer-term, it requires some policy support to regain momentum. China/Greater China EquitiesThe market now expects the Fed to pause its rate hikes in the June FOMC meeting due to the rising unemployment rate and moderating average hourly earnings in the US. Investor sentiment toward the US equities market was also boosted by Nvidia (NASDAQ:NVDA)’s “overwhelming” guidance, increasing investor confidence in the de...
ValueWalk
Views On Asia Multi-Asset InvestingChina / Hong Kong Equities“China’s economic data has shown improvements in January following the country’s reopening measures. After rallying for three consecutive months, the equities market has taken a breather, with some profit-taking pressure from hedge funds since they were early in overweighting China. Q4 2022 hedge fund letters, conferences and more With some companies already reporting earnings results, investors’ focus is shifting to fundamentals and earnings outlook. Long-only foreign investors are still mostly underweight in China and are waiting t...
ValueWalk
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