Cathy Yuan Zhang @CathyYuanZhang
Founder @YuanTalks. China Biz News. Views mine. yuantalks.com Hong Kong Joined August 2013-
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Northbound net buying of A-shares under Stock Connect hit new record today. Since launch of Stock Connect in Nov 2014, daily Northbound net buying exceeded 20 bn yuan for only 5 times: Nov 26, 2019; Jan 8, 2021; May 25, 2021; Dec 9, 2021; And today.
Northbound net buying of A-shares under Stock Connect hit new record today. Since launch of Stock Connect in Nov 2014, daily Northbound net buying exceeded 20 bn yuan for only 5 times: Nov 26, 2019; Jan 8, 2021; May 25, 2021; Dec 9, 2021; And today.
Hang Seng Index, Hang Seng China Enterprises Index gained in every single trading day this week. Nice.
Hang Seng Index, Hang Seng China Enterprises Index gained in every single trading day this week. Nice.
After strong rally earlier this week, #HangSeng Tech Index is dancing even harder today 👏
UBS analyst turns positive on China's property market after being first to downgrade China Evergrande to sell three years ago
UBS analyst turns positive on China's property market after being first to downgrade China Evergrande to sell three years ago
Chinese law doesn't allow PBOC to directly buy treasury bonds, other govt bonds in primary market. But technically, it does not preclude it from buying, selling treasury bonds in secondary market.
Chinese law doesn't allow PBOC to directly buy treasury bonds, other govt bonds in primary market. But technically, it does not preclude it from buying, selling treasury bonds in secondary market.
The comment came after Ministry of Finance said it supports allowing PBOC to buy, sell govt bonds to enrich monetary policy toolbox, called for more coordination btw fiscal & monetary policy.
The comment came after Ministry of Finance said it supports allowing PBOC to buy, sell govt bonds to enrich monetary policy toolbox, called for more coordination btw fiscal & monetary policy.
Hong Kong stocks have been rallying for 3rd straight day. Hang Seng Index is back above 17,000 mark again, jumping 6% so far this week. Hang Seng Tech is up about 9% this week.
I've seen several banks saying the same. It seems Chinese financial regulators' moves in past few months, to some extent, eased oversea investors' concerns.
I've seen several banks saying the same. It seems Chinese financial regulators' moves in past few months, to some extent, eased oversea investors' concerns.
China's steel industry is in "Prisoner's Dilemma", most urgent task is keeping stability in regional steel rebar market, said chairman of China Iron & Steel Association.
China's steel industry is in "Prisoner's Dilemma", most urgent task is keeping stability in regional steel rebar market, said chairman of China Iron & Steel Association. https://t.co/L7m26hTnux
FYI: Investors, to bet on #yuan's depreciation, typically short the currency by borrowing yuan in HK, selling them for dollars, and later buying them back at more favorable rate. Higher Hibor means higher borrowing cost.
FYI: Investors, to bet on #yuan's depreciation, typically short the currency by borrowing yuan in HK, selling them for dollars, and later buying them back at more favorable rate. Higher Hibor means higher borrowing cost.
China's #RealEstate development investment continued to drop, sliding 9.5% y/y in Jan - Mar, widening from 9% drop in Jan - Feb, missing expectation of 9% drop.
China's #RealEstate development investment continued to drop, sliding 9.5% y/y in Jan - Mar, widening from 9% drop in Jan - Feb, missing expectation of 9% drop. https://t.co/mEKWtPUzq7
Something to note: In Oct 2023, Central Huijin purchased Big Four banks' shares for first time in 8 years, said it would buy more stocks of the banks within 6 months. This time around, it didn't mention possible further purchases.
Something to note: In Oct 2023, Central Huijin purchased Big Four banks' shares for first time in 8 years, said it would buy more stocks of the banks within 6 months. This time around, it didn't mention possible further purchases.
In the past four months, onshore yuan remained stronger than 7.2 per dollar. It lost the 7.2 mark lost today.
In the past four months, onshore yuan remained stronger than 7.2 per dollar. It lost the 7.2 mark lost today. https://t.co/1CjolWlwvm
Skagen, Boston Partners increased holdings in Chinese A-shares, HK stocks citing cheap valuations, priced in financial and regulatory risks, improved corporate earnings.
Not good. China Vanke had been seen by the market as a financially sound developer. It has govt backing, with state-owned Shenzhen Metro holding 33.4% stake.
Not good. China Vanke had been seen by the market as a financially sound developer. It has govt backing, with state-owned Shenzhen Metro holding 33.4% stake.
Market had expected steel production to pick up after Spring Festival holiday, but actual number lower than expected. Some mills in Yunnan province plan to cut steel production to reduce loss.
Market had expected steel production to pick up after Spring Festival holiday, but actual number lower than expected. Some mills in Yunnan province plan to cut steel production to reduce loss.
Bloomberg, thanks for admitting your report was erroneous.
Bloomberg, thanks for admitting your report was erroneous. https://t.co/NC8EnpvvxI
Sofia Horta e Costa @SofiaHCBBG
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161K Followers 2K Following 人在陆家嘴,已经肉身移民法国和日本。海带级金融从业人员,业余金融分析师,专业母猫配种。V2EX老成员,现在已经穷的一无所有,还剩下32万贷款。我买房都是为了我的猫!现已任职日本创意初创房企京阪住業株式会社CTO。物业购买请到:https://t.co/F3783PHwiKAmanda Florian 小爱 @Amanda_Florian
5K Followers 8K Following journalist by day. singer by night. ☕️ reporting on tech, China, AI, & cybersecurity for @morningbrew | bylines: @CNN @NYTimes @WashingtonPost @WIRED @Forbes@CathyYuanZhang thankyou Cathy,im positive on FXI,KWEB,YINN on us markets.any ideas?thankyou anyway for your calls
@CathyYuanZhang Last time Hang Seng gained more than 8% in a week was during the Oct bottom😁 Then rallied another 42% over the next 2-3 months.
@CathyYuanZhang John Lam of UBS - we need analysts who are neutral and balanced. Going for or against the flow is a consequence.
@CathyYuanZhang @YuanTalks The cup handle is forming. Will be good to see more strength then consolidate
People on this platform dont get sarcasm I need a scientist to create sarcastic font
BofA Securities raised #China's 2024 #growth forecast to 5% from 4.7% yuantalks.com/the-wire-live-…
China's steel industry is in "Prisoner's Dilemma", most urgent task is keeping stability in regional steel rebar market, said chairman of China Iron & Steel Association.
#China's #steel industry association said that: Steel sector faces severe supply-demand imbalance, it's working with authority on crude steel production control this year yuantalks.com/the-wire-live-…
#China's' air passenger traffic, air cargo volume both hit new record highs in Q1, said civil aviation authority. Domestic air passenger traffic rose 14.3% from 2019-level, international passenger traffic reached 78% of 2019-level. yuantalks.com/the-wire-live-…
Something to note: In Oct 2023, Central Huijin purchased Big Four banks' shares for first time in 8 years, said it would buy more stocks of the banks within 6 months. This time around, it didn't mention possible further purchases.
State investor Central Huijin raised stake in #China's Big Four #banks, analysts expect national team's direct support to the banks' shares likely to reduce in the future yuantalks.com/central-huijin…
#China's top securities regulator CSRC issued draft rules to strengthen regulation on listings, delistings, quant trading, etc, shortly after State Council released guideline on capital market development. yuantalks.com/chinas-top-sec…
#China's State Council issued sweeping guideline to promote capital #market development, third such guideline in two decades yuantalks.com/chinas-state-c…
My latest collection - a very historical piece of a Chinese stamp featuring Mao pushing the Great Leap Foward in the late 1950s by focusing on the country's steel production. The all sorts of Chinese collection markets have taken a big hit (though been recovering somewhat lately)