Topics

Posted 9/13/2023, 4:21:00 PM

Investors Flee China Stocks, Seeking Safety in US Equities Amid Deflation and Economic Uncertainty

Investors sold a record $12 billion in Chinese stocks in August according to JPMorgan.
Investors are shifting into US equities, with exposure increased 7% overweight in September per Bank of America survey.
China slipped into deflation this summer amid weak consumer demand.
China burdened by high debt and unraveling property sector, shaking confidence.
0% of investors surveyed believe China's economy will improve in coming year.

businessinsider.com

Relevant topic timeline:

8/22/2023

Hong Kong exchange has room to grow as city marks 30 years of H- share listings

Hong Kong's stock market has benefited from China's rapid growth, with over 1,400 Chinese companies raising $1.05 trillion in the past 30 years.

8/23/2023

Foreign investors beat $11bn retreat from China

International investors are selling off Chinese stocks at a rapid rate, with $10.7 billion worth of holdings sold in 13 consecutive days, the longest streak since 2016, due to concerns over slowing growth and the potential impact of the country's property sector on the financial system.

8/25/2023

Stocks swoon, dollar firms as Powell speech looms

Asian stocks sold off and the dollar reached an 11-week high against major peers as investors prepared for a potentially hawkish stance from Federal Reserve Chair Jerome Powell at the Jackson Hole meeting, with concerns about global growth and a firmer dollar weighing on crude oil.

8/28/2023

Alibaba, JD.com, and Other Chinese Stocks Climb. What Is Behing the Rally.

Chinese stocks, including Alibaba and JD.com, experienced a rally after the government announced plans to reduce trading taxes and implement measures to boost capital markets.

8/28/2023

Billions of dollars are flowing out of Chinese markets in a ‘seismic’ change in capital flows despite a flurry of actions to shore up confidence

Chinese stocks rebounded briefly after Beijing implemented measures to halt the slide, but foreign investors used the opportunity to unload $1.1 billion of mainland Chinese equities, reflecting ongoing nervousness about holding capital in China.

8/29/2023

China rally runs on hope; bonds bet on slowdown

China stocks rise as investors welcome Beijing's efforts to support the market, while bonds rally and the dollar dips on possibly softening U.S. data.

9/6/2023

LSEG investors Thomson Reuters, Blackstone to sell $2.9 bln shares in bourse operator

Investors, including Blackstone and Thomson Reuters, are selling approximately 28.3 million shares worth £2.3 billion in the London Stock Exchange Group, as part of their plan to offload their stake in the company.

9/14/2023

Investors Flee Chinese Stocks Amid Economic Woes, But Some See Hope Ahead

Investors have pulled £10 billion from Chinese stocks as China's economy continues to decline, with declining exports and struggling real estate contributing to the turmoil.

9/29/2023

Chinese Tech Stocks Surge on Proposed Easing of Data Rules

Shares of Alibaba, XPeng, and other U.S.-listed Chinese stocks are rising following Beijing's proposal to relax regulations on cross-border investment.

10/10/2023

Alibaba Stock Rises on Reports of Chinese Stimulus Plans

Stocks in China are rising after reports of stimulus plans, which is a familiar trend for investors who have seen similar government efforts to boost the economy.

Topics

Posted 9/13/2023, 4:21:00 PM

Investors Flee China Stocks, Seeking Safety in US Equities Amid Deflation and Economic Uncertainty

Investors sold a record $12 billion in Chinese stocks in August according to JPMorgan.
Investors are shifting into US equities, with exposure increased 7% overweight in September per Bank of America survey.
China slipped into deflation this summer amid weak consumer demand.
China burdened by high debt and unraveling property sector, shaking confidence.
0% of investors surveyed believe China's economy will improve in coming year.

businessinsider.com

Relevant topic timeline:

8/22/2023

Hong Kong exchange has room to grow as city marks 30 years of H- share listings

Hong Kong's stock market has benefited from China's rapid growth, with over 1,400 Chinese companies raising $1.05 trillion in the past 30 years.

8/23/2023

Foreign investors beat $11bn retreat from China

8/25/2023

Stocks swoon, dollar firms as Powell speech looms

8/28/2023

Alibaba, JD.com, and Other Chinese Stocks Climb. What Is Behing the Rally.

Chinese stocks, including Alibaba and JD.com, experienced a rally after the government announced plans to reduce trading taxes and implement measures to boost capital markets.

8/28/2023

Billions of dollars are flowing out of Chinese markets in a ‘seismic’ change in capital flows despite a flurry of actions to shore up confidence

8/29/2023

China rally runs on hope; bonds bet on slowdown

China stocks rise as investors welcome Beijing's efforts to support the market, while bonds rally and the dollar dips on possibly softening U.S. data.

9/6/2023

LSEG investors Thomson Reuters, Blackstone to sell $2.9 bln shares in bourse operator

9/14/2023

Investors Flee Chinese Stocks Amid Economic Woes, But Some See Hope Ahead

Investors have pulled £10 billion from Chinese stocks as China's economy continues to decline, with declining exports and struggling real estate contributing to the turmoil.

9/29/2023

Chinese Tech Stocks Surge on Proposed Easing of Data Rules

Shares of Alibaba, XPeng, and other U.S.-listed Chinese stocks are rising following Beijing's proposal to relax regulations on cross-border investment.

10/10/2023

Alibaba Stock Rises on Reports of Chinese Stimulus Plans

Stocks in China are rising after reports of stimulus plans, which is a familiar trend for investors who have seen similar government efforts to boost the economy.