Expectations going into the Third Plenum, which kicked off today, are very low, though today’s #data, along with Friday’s #credit data, are likely to raise expectations for further #policy support. Read CLN: https://bit.ly/3WlXsQ1 #China #HongKong #investing
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🇨🇳 Based on our analysis, S&P predicts that China's structured finance market will maintain flat issuance in 2024. However, the momentum of dominant segments is expected to slow down. Stay informed about the latest developments in China's financial landscape. #StockMarketNews
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Ahead of our annual macro conference next week in Hong Kong and on a busy data release day, I had a good discussion this morning on CNBC regarding a few key macro issues in China. https://lnkd.in/g34yr6_x
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International Commodity Broker | Commodity Finance | Treasury & Finance Consultant | Expert Witness | Trade Finance | Liquidity & Funding
Whilst no major reforms are expected, this week's conference will help outline how the financial sector will operate going forward, particularly with regard to the new regulatory authority. Stability is likely to be prioritised over growth #china #chinaeconomy https://lnkd.in/g_hWpfhQ
Xi Seen Tightening Grip on Finance at Twice-a-Decade Conference
bloomberg.com
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The disconnect between valuations and financial performance in China creates intriguing investment opportunities for disciplined value investors. Our latest quarterly commentary offers a deep dive into the value proposition of China's equity market, acknowledging the risks but recognizing the potential rewards. Read our full analysis here: https://lnkd.in/evRmFq3K #Value #ChinaStocks #ValueInvesting #superannuation
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In an era of new economic challenges, we expect value investing to trump growth-oriented strategies for investors in Chinese equities.China’s banking system has grown more resilient over the past decade, thanks to prudent regulation.China may be relinquishing its role as the primary engine of the global economy—a role it has played effectively for many years.</div><div class="read-more"><a href="" class="more-link">Continue reading</a>https://lnkd.in/gWfduMNT
How To Invest In Stocks For The Next Phase Of China’s Evolution
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The demand for our banking solutions and advice from clients in Asia Pacific is constantly growing. Christian Sewing, our CEO, explained our strategy to Reuters in an interview in Hong Kong on Wednesday. Here are some key quotes: 💬 "In the next couple of years, despite geopolitical tensions and economic slowness in some markets, Asia Pacific will grow faster than the world average." 💬 "We are now going into the next phase, which is clearly growth with disciplined cost management and a clean balance sheet, while maintaining a healthy and robust capital ratio." 💬 "From a capital allocation, technology allocation and a people allocation perspective, there is a direction of more resources to Asia Pacific." Read the full interview: https://lnkd.in/eiwhF2c5 #DeutscheBank #AsiaPacific #Asia #Investment #GlobalHausbank
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Optimism on the horizon 🌟 As China ramps up fiscal spending, we're starting to see promising signs of stability in consumer confidence. Golden Week spending showed caution, yet the latest data from the National Bureau of Statistics hints at an upward trend from June-July lows. Here's to gradual improvement and renewed consumer optimism! #ConsumerConfidence #EconomicRecovery #ChinaEconomy #Q4Strategy #EnergySector #MarketInsights #InvestmentStrategy #FinancialGrowth #MarketLeaders #PrivateDebt #RealAssets #VentureCapital #VCFunding #VCInvestments #Funds #Entrepreneurship #PrivateEquity #InvestmentOpportunities #FinanceTrends #PrivateDebt #2023Trends #PrivateCapitalFunds #MergersAndAcquisitions #Finance #PrivateCredit #VentureCapital #Investment #ResilientEconomy #PEdeals #VentureDebt #investing #FamilyOffice Morningstar Equity Research. (n.d.). Asia Market Outlook | Q4 2023. PitchBook Data, Inc. https://lnkd.in/evu_TP9F Disclaimer: The content provided by Autori Partners on our social media platforms is for informational purposes only and should not be construed as financial advice. This information does not constitute a recommendation or offer to buy or sell any financial instruments or adopt any investment strategy. Always seek the advice of a qualified financial advisor or other relevant professional with any questions you may have regarding your personal financial situation. Investing involves risk and past performance is not indicative of future results. Please review this with your legal team or a professional to ensure it meets your specific requirements and complies with all applicable laws and regulations.
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Senior Finance Manager at Industrial and Commercial Bank of China (ICBC)| Advisory Committee Member | Columnist
President Xi Jinping is set to further tighten his control of China’s $61 trillion financial industry as he gathers state leaders and top bankers to set the direction over the next five years. Against a backdrop of record low margins for the banking industry and an anti-corruption crackdown that has ensnared more than 100 officials and executives this year, Xi will host the closed-door, twice-a-decade Financial Work Conference on Monday and Tuesday in Beijing. The closely-watched gathering comes at a pivotal time for China amid growing questions over the country’s political and economic trajectory. The conference, which was delayed by a year due to China’s strict Covid-zero approach, was first held in 1997 in the wake of the Asian financial crisis and its goal is to push for financial reforms that aid economic growth and safeguard stability. Source: Bloomberg News #china #beijing #chineseeconomy #globalfinance #banking #capitalmarkets #financialservices #governance #riskmanagement
Xi Seen Tightening Grip on Finance at Twice-a-Decade Conference
bloomberg.com
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To maintain steady growth without further increasing leverage, #China may need to improve the efficiency of financing #investment. This efficiency has worsened significantly since the 2007–2008 global financial crisis. Greater market orientation and corporate #bond reforms would help advance this goal. Read our latest research: https://okt.to/cpIf7h
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To maintain steady growth without further increasing leverage, #China may need to improve the efficiency of financing #investment. This efficiency has worsened significantly since the 2007–2008 global financial crisis. Greater market orientation and corporate #bond reforms would help advance this goal. Read our latest research: https://okt.to/u82pDP
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