Capital Economics’ Post

Is China’s market really losing steam despite recent stimulus announcements? In our latest Wealth Pulse session, Jia Xuan Chua and Erina Yee Lin discussed into the current state of China’s economy, analysed the National Development and Reform Commission’s (NDRC) latest stimulus plans, and discuss what this means for investors like you. Do comment your thoughts about the Chinese Market!

When one of the largest nations announced their plans to boost the economy, the market reacted bullish. The market reacted negatively when the same nation didn't announce enough details and clarity. Why is this happening?! Do check out the video 😉 Very grateful to share this with Erina Yee Lin and the GoodWhale - Life Investing community during last Tuesday's Wealth Pulse sharing! Do check out the blog post for the written format: https://lnkd.in/gvW94Ma9

🌐 | 2024 in Review: What Lies Ahead for Markets in 2025? As 2024 winds down, ETM Analytics' Ilze-Marie Le Roux and Director George Glynos break down the year's defining trends and look ahead to 2025. From global inflation pressures and interest rate pivots to China's deflationary challenges and Trump's policy moves. Discover what these shifts mean for South Africa's economy, the ZAR, and your strategy in an evolving market landscape. 📈🌍 🎥 Watch now: https://lnkd.in/d9uhYBYG #MarketsMagnified #MarketRecap #2025Forecast #GlobalEconomy #Inflation #InterestRates #TrumpPolicies #ChinaEconomy #SouthAfrica #ZAR #ETMAnalytics #EconomicOutlook

In the short term, markets continue to benefit from positive sentiment surrounding interest rate cuts and economic resilience. Looking ahead, can the U.S. secure a soft landing, and what trajectory will China follow in the aftermath of recent stimulus measures?   Explore our insights and strategies in the 2024 Q4 Global Market Outlook Report:  https://lnkd.in/gje6QCSb #MarketOutlook #InvestmentThemes #WealthManagement #WealthSolutions #KGI #CommittedtoYourProsperity

Lighthouse Canton’s Weekly Report brings you to the heart of global financial market trends and developments. Explore the key developments this week: • When Two Worlds Collide - Bonds Price For Recession Equities Just Are Not Seeing • Credit Spreads Widen But Not Enough • Unwinding of JPY carry trade and US Treasuries • CEOs more cautious, but still see no recession • China – The biggest value trap of all • Yield Curve un-inversion • Concentration Will Quickly Become Problematic • Chapter 11 Filings Surge to Decade-High Levels • US Election Odds and the Bond Market • Is Soft Landing Possible and Probable? • China's Economy Slows Unexpectedly Explore these insights and more in our full report: https://lnkd.in/ds_nwGRn Shilpi Chowdhary, Prashant Tandon, Sumegh B., Audrey Tang, Sanket Sinha, Sunil Garg, Antoine Bracq, Dinesh Gogia, Charu Sheel Kunwar, Himangshu Baruah, Manas Chadha, Varun Kalsi, Charlene L., Harish Chowdhary, Atul Bhardwaj

China’s policymakers have shifted gears, triggering a wave of stimulus to counter recent economic struggles. With the MSCI China Index rallying over 33% (in CAD terms) post-announcement, we’re seeing renewed momentum. As confidence rebuilds, a recovery in consumer demand could fuel growth locally and globally, broadening expansion. Check out Forstrong's latest Strategy Dashboard to discover what this policy pivot could mean for investments and global markets. Read the full article: https://lnkd.in/etAybuh6 #Forstrong #Dashboard #Finance #Thoughtleadership 

Hot off the presses: March 2024 month in review! Global equities continued to advance in March on improving economic data and prospects of a soft landing. Read our comprehensive summary for more about this and the latest on #globalequitymarkets, #economic, #fixedincome and #commodities, within Canada and throughout the world. Read the report: https://ow.ly/QlYN30sBvSm #FidelityCanada

Thanks to CNBC for the opportunity to share our views on China's economy just minutes after the release of China's March/Q1 macro data. We discussed the divergence between the strong export/manufacturing sector and weak property sector, the implications for macro policy, and recent shifts in the renminbi, among other topics. https://lnkd.in/gq8SiTRz

Equity markets have performed well so far this year, with the US and UK faring better than Europe. Can this continue? Covid-19 lockdowns distorted the cycle of many economies by inducing a sudden and large slump in activity. We are now embarking on an expansionary phase. Find the link to the full article in the comments ⬇️

Chinese investors often focus on domestic equities, but incorporating U.S. equities can help diversify their strategies and reduce home-country bias. U.S. sectors present opportunities for global exposure and tactical strategies, especially with the upcoming presidential election. Leveraging U.S. sector indices could benefit Chinese investors amid economic challenges and market dynamics.</div><div class="read-more"><a href="" class="more-link">Continue reading</a>https://lnkd.in/gDFx9_D4