Asian equities were mixed overnight as the Philippines, Taiwan, and South Korea outperformed, Thailand underperformed, and Pakistan was closed for Kashmir Solidarity Day.
Tariff tit for tat weighed on market sentiment except for metals and mining companies as gold surged, as well as AI plays such as semiconductors, software, and technology hardware, which could also be related to the early success of the new electronic trade in subsidy.
The news that the United States postal service would suspend the plots without letters from Hong Kong and Continental China and that an investigation into Shein and the Pinduoduo Themu would also be carried out in the feeling. On Wednesday morning, the US postal service said is canceling the delivery of packages because it is canceling the delivery of packages. The art of the agreement requires some volatility.
Residents looked like investors rather than investors, making immediate profits, adding investors to the mainland with a rare net sale of – $680 million, basically tracking Hong Kong ETF through shares in the southbound direction. The news that the Chinese government can only investigate Apple is a sophisticated reminder that they have levers that can hurt the U. S. government and, unfortunately, U. S. investors. We have long stated that there are about $376 billion in U. S. products manufactured and sold in China, according to the Federal Reserve Bank of New York, which are not through “exports” by definition, those sources of revenue and profits take their position in the United States.
The Ministry of Commerce has announced that it will begin to enforce export controls in Tungsten, Bismuth, Molybdenum and Bismuth. Regardless, current market action is a transparent indication that no one wins in a war in the industry, so the two teams can distinguish the Kabuki theater. And know.
The ridiculous that reads how Caixin attended the expectations of economists “lost” expectations as five companies, of which only two economists presented estimates. I would start presenting an “expert” estimate to laugh if you have the bandwidth. The edition was 51 opposite to the “expert” expectations of 52. 4 and 52. 22. Interpretally, customer actions were deactivated despite the first indications that Chinese New Year holiday numbers were solid.
There were positives with CATL pronouncing that he would return to Hong Kong after the finale. The removal of mainland corporations in Hong Kong may simply pile on China’s weight in MSCI’s indexes. As an FYI, don’t forget that the stocks mentioned by the continent only get 20% of their market capitalization added to MSCI’s indices. Premier Li presided over a State Council assembly that did not generate anything tangible for more sound bites, adding the statement of “a more proactive technique to selling high-quality progression and achieving new results. “
With much, today’s maximum attractive news indicates that the new house index in one hundred cities greater than 0. 23% in January, with 47 cities that appear per month that are worth the values, 41 falls in Worth Worth Moms and 12 without changes. One year to the next, 61 cities had an increase, 39 had a fall and 0 without changes. By way of comparison, in September / Measures to recover the succession of the property prior to the generation, 17 cities have higher and 63 showed a drop in MOM data. The more the city rich, the more genuine goods are carried out, because point 1 leads the way back. An article in the media in the continent said that the list of “national” national “national” allocation loans had exceeded five billions of CNY “with 3. 73 million finished apartments. The particular article discussed the public business developer in difficulty Vanke, which “located”/ taken “through the local government of Shenzhen, which ended 180,000 apartments.
The Trend of The Price Index
The Hang Seng and Hang Seng Tech fell -0.93% and -0.95%, respectively, on volume up +18.74% from yesterday, which is 140% of the 1-year average. 178 stocks advanced, while 309 declined. Main Board short turnover increased by +5.72% from yesterday, which is 148% of the 1-year average, as 16% of turnover was short turnover (Hong Kong short turnover includes ETF short volume, which is driven by market makers’ ETF hedging). Value and large capitalization stocks fell less than growth and small capitalization stocks. The top sectors were materials up +1.15% and technology up +0.62%, while consumer staples fell -2.67%, real estate fell -1.64%, and consumer discretionary fell -1.61%. The top sub-sectors were nonferrous metals, technology hardware, and national defense, while textiles, food, and household appliances were the worst. Southbound Stock Connect volumes were 2x pre-stimulus levels as Mainland investors sold -$680 million of Hong Kong stocks and ETFs, led by HK Tracker ETF and Tencent, a large net sell, Kingsoft Cloud, Meituan, SMIC, and Xiaomi small net sells, Alibaba and Kuaishou small net buys.
Shanghai, Shenzhen and the STAR card diverged through -0. 65%, 0. 44% and 2. 9%, respectively, in the volume of 15. 46% since last Monday, or 117% of the average of 1 year. 3,274 inventory advanced, while 1,744 decreased. The small captain growth and inventories exceeded the inventories of price and giant limit. The main sectors were the communication of 3. 22%and the generation increased by 0. 99%, while the power fell -2. 21%, the basic products of the client fell -2. 07%and the genuine property fell – 1. 56%. The most productive. The subsectors were Internet, Cushyware and Education, while comfortable drinks, motorcycles and energy apparatus were the worst. The connection volumes in the northern inventory were above the average. The links recovered. Copper and metal have fallen.
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