• SSEC

Chinese stimulus measures "a step in the right direction" but remain small - UBS

UBS analysts view China's recent economic stimulus positively, though they warn of ongoing challenges. They recommend Chinese equities and copper, but caution about luxury goods' exposure to economic woes.

• CSI300
• HK50
• SSEC

Build positions in China, China-exposed equities, says Evercore

Evercore ISI recommends investing in China and related equities due to attractive valuations, potential fiscal policy support, and market recovery prospects. Key indicators and strategies are outlined.

• AXJO
• CSI300
• HK50
• KS11
• NSEI
• SSEC
• TOPX

Asia stocks muted; China shares positive after rate cut

Most Asian stocks remained stable as focus shifts to upcoming earnings season, while Chinese markets reacted positively to PBOC's unexpected rate cuts.

• BTC/USD
• CL
• DXY
• EUR/USD
• GBP/USD
• GC
• JP225
• LCO
• MIAP00000PUS
• SSEC
• US10YT=X

Stocks lose ground amid cautious trading with gold at record high

Global markets declined amid geopolitical tensions and uncertainties with the U.S. election, while gold prices soared to record highs and oil prices increased after a previous drop.

• DJI
• DXY
• MIAP00000PUS
• SSEC
• US500
• USD/CNY

Morning Bid: China rate cuts looming, US booming

• CSI300
• HK50
• HSTECH
• SSEC

Chinese equities 'running ahead of reality,' says Wells Fargo

Wells Fargo warns of risks in Chinese equities despite a recent rally, citing ongoing economic struggles and recommending reduced exposure in favor of U.S. Large Cap Equities.

• AMLTF
• SSEC

China's Q3 GDP growth skids to slowest since early 2023

China's economy grew 4.6% in Q3 2023, slower than the previous quarter. Analysts stress the need for effective fiscal stimulus to stabilize growth amid ongoing challenges.

• SSEC
• USD/CNY

China's Q3 GDP hits weakest pace since early 2023, backs calls for more stimulus

China's economy grew by 4.6% in Q3 2024, facing challenges from a struggling property sector and deflationary pressures, despite some positive signs in industrial output and retail sales.

• CSI300
• SSEC

China stimulus to accelerate on weakening export momentum - Citi

China may implement stimulus measures as September's export growth fell short of expectations, highlighting ongoing economic challenges amidst weak consumer spending and deflationary pressures.

• CSI300
• SSEC

China may raise $850 billion in new debt over three years to spur growth, says report

China plans to raise 6 trillion yuan through special treasury bonds to stimulate the economy, though stock market reactions remain lukewarm amid concerns about achieving growth targets.