China markets in focus
China has not had an economic crisis since 1978 reforms
Even in 2008 China recorded above growth above 9%
And to all surprise even in 2020 China real growth was positive
Looking at China macro statistics is difficult
Any trend in China stats is always up
If there was a drop in second quarter of 2020 in any China indicator
The chart will show symmetrical rise for third quarter of 2020 in China stats
In 2020 it was the closest that China has been to an edge of economic crisis
China economy grew 2.3% in 2020 in real terms
China recorded growth rate in 2020 that was less than half its average growth
And last but not least are global inflation rates
Most developed countries would be happy to record similar growth even in normal year
There is not a single China economic measure that is in decline compare to 2019 except China inflation
Inflation worries most developed countries in 2021 while China inflation is tiny in 2021
There is probably no use in predicting and China economic crisis
Debt problems of China SOE
Cracking on China private sector
Or banning crypto in China, there will be only positive effect on China stats
Recent Strategy Chart Art
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Average Sov. Dev. Markets Yields (blended currency)
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Choose A Country
Airlines: United Airlines Stock Is an Opportunity for Aggressive Investors To Clean Up Nasdaq Time ripe for airline disruptors Fortune India
| ARGENTINA: Argentina's stocks rally as opposition gains ground on Fernández Buenos Aires Times Argentina Stocks Rally as Opposition Gains Ground on Fernandez Bloomberg.com
| AUSTRALIA: Stock Market Today: Dow, S&P Live Updates for Sep. 9, 2021 Bloomberg.com Aussie shares end flat as mining losses offset energy gains; RBA holds rates The Economic Times
| AUSTRIA: 5 Europe ETFs Top S&P 500 in 2021 & Offer More Value Nasdaq European and US stocks inch lower on concern over travel curbs and inflation data Financial Times
| BAHRAIN: 45% of Bahrain’s wealth ‘with super-rich’ ZAWYA Mideast Stocks: Factors to watch on September 2 ZAWYA
|
BELGIUM: Spectrum Markets Now Offers Turbo Certificates on Selected Equities Finance Magnates LIVE MARKETS-European equities positioning has room to grow ... London South East
| BRAZIL: Gaining from cyclical recovery: Here's why you must invest in Brazil, Taiwan and Russia Moneycontrol POLL-Brazil stock rally to peter out at start of 2022 on election concerns Nasdaq
| BRITAIN: Stock Market Today: Dow, S&P Live Updates for Sep. 9, 2021 Bloomberg.com Stocks rise with tapering in focus after jobs, ECB BNN
| CANADA: CANADA STOCKS-Toronto shares flat as gains in tech, financials offset energy weakness Yahoo Finance CANADA STOCKS-Global growth worries hit Toronto stock futures Nasdaq
| CHILE: EMERGING MARKETS-Latam FX falls, stocks track global equities lower on growth worries Reuters Enel Chile (ENIC) falls 1.92% on Moderate Volume September 7 Equities.com
|
CHINA: Why China's stock market tumble is giving India's a lift Nikkei Asia China-focused equity funds see outflows for second month in August Yahoo Finance
| COLOMBIA:
| Consumer Entertainment: 10 Best Stocks to Buy According to Billionaire Ken Fisher Yahoo Finance Kalkine Equities LLC Launched its 'Global Big Money Research' PR Newswire
| CZECH: CEE MARKETS-Zloty firms ahead of cenbank meeting, stocks gain on global cues Yahoo Finance CEE MARKETS-Zloty edges lower ahead of cenbank rate meeting Yahoo Finance
| DENMARK: ATP returns 17.9% in first half of 2021 Pensions & Investments IPE Top 1000: Top funds shift assets to equities and alternatives Investment & Pensions Europe
|
EGYPT: Egypt Readies What May Be Its Biggest IPO as Capital Emerges Bloomberg.com Kuwaiti Stocks Lead Middle East Gains Helped by Banks: Inside EM Bloomberg.com
| FINLAND: Rated equities chief and fund manager exit Finnish asset manager Citywire Selector BlackRock Institutional Company N.A. - iShares MSCI Finland ETF ... Equities.com
| FRANCE: European Equities: Economic Data and the ECB in Focus Yahoo Finance European Equities: A Quiet Economic Calendar Leaves the Majors in the Hands of the U.S Markets Yahoo Finance
| GERMANY: Germany’s stock market needs deeper change Financial Times European Equities: Economic Data for Germany and the Eurozone in Focus Yahoo Finance
| GREECE: Understanding Delta: A Deep Dive into the Options Greek Nasdaq European Equities: A Quiet Economic Calendar Leaves U.S Data to Influence Yahoo Finance
|
HONG KONG: Shares in Hong Kong bourse rally after Chinese stock futures approved Financial Times China-focused equity funds see outflows for second month in August Reuters
| HUNGARY: CEE MARKETS-Zloty firms ahead of cenbank meeting, stocks gain on global cues Yahoo Finance CEE MARKETS-Zloty edges lower ahead of cenbank rate meeting Yahoo Finance
| INDIA: Indian stocks hit record on resurgence of foreign buying Financial Times Howard Marks' Oaktree Capital fully exits Indian equities The Economic Times
| INDONESIA: EMERGING MARKETS-Indonesia stocks, rupiah weaken on consumer confidence 'reality check' Reuters EMERGING MARKETS-Indonesia stocks, rupiah weaken on consumer confidence 'reality check' Nasdaq
| IRELAND: Global equities retreat from record highs over Delta concerns The Irish Times European markets stable as investors refrain from big bets The Irish Times
|
ISRAEL: Billionaire Israel Englander Pours Money Into 3 “Strong Buy” Stocks Nasdaq ETF Managers LLC - BlueStar Israel ETF (ITEQ) falls 1.10% to Close ... Equities.com
| ITALY: European Equities: A Busy Economic Calendar to Test the Majors Yahoo Finance Bitfinex launches new exchange for trading tokenized equities and ... The Block
| JAPAN: Japan Stocks Rally to Three-Decade High as Suga Plans to Quit Bloomberg.com Japan PM Suga decides to step down, Nikkei rises Reuters
| KAZAKHSTAN: Bitfinex launches new exchange for trading tokenized equities and ... The Block Bitfinex launches security token platform regulated in Kazakhstan Cointelegraph
| LEBANON: Private Equity Firms All Want the Same Thing: U.K. Companies The New York Times Asian stocks rise ahead of central bank meetings Lebanon-Express
|
MALAYSIA: Short-lived interest in Malaysian equities, why? The Edge Markets UOB: Foreign investors turn net buyers of bonds, equities in August The Star
| MEXICO: RPT-GLOBAL MARKETS-Worries over economic recovery shake world stocks, dollar gains Reuters With investors like Lightspeed and The Chainsmokers, Mexican neobroker Flink raises $57M to boost financial inclusion in LatAm TechCrunch
| NETHERLANDS: Sensex closes 167 pts higher, Nifty at 17,378; IT, realty surge; banks top drag Mint IPE Top 1000: Top funds shift assets to equities and alternatives Investment & Pensions Europe
| NEW ZEALAND: Sharemarket falls following overseas cues on Covid fears Stuff.co.nz Equities mostly drop after US declines FXStreet
| NIGERIA: SPECIAL REPORT: How lax regulation allows firms 'manipulate ... Premium Times Nigeria Mixed trends, as investors position for stock market corrections Vanguard News
|
NORWAY: Norway's oil fund propelled to 9% return by strong equity performance Financial Times UPDATE 3-Norway wealth fund earned $111 bln in H1 but warns of inflation risk Reuters
| OMAN: Sensex ends 55 pts higher, Nifty at 17,369; media, FMCG, metals were top gainers Mint Private Equity Firms All Want the Same Thing: U.K. Companies The New York Times
| PAKISTAN: Downgrade by global index provider could be boon for Pakistani equities Dawn Pakistan loses emerging market status after MSCI's downgrade Khaleej Times
| PERU: EMERGING MARKETS-Latam FX falls, stocks track global equities lower on growth worries Reuters EMERGING MARKETS-Brazil's real falls; Mexican, Peru cenbank decisions on tap Yahoo Finance
| PHILIPPINES: Philippines Covid Surge Spurs Worst Stocks Rout Since June 2020 Bloomberg.com Emerging markets: Philippines stock market makes 1% gain as ... The Star
|
POLAND: CEE MARKETS-Zloty firms ahead of cenbank meeting, stocks gain on global cues Yahoo Finance 5 Europe ETFs Top S&P 500 in 2021 & Offer More Value Yahoo Finance
| PORTUGAL: Global X Funds - Global X MSCI Portugal ETF (PGAL) falls 0.87% in ... Equities.com Global X Funds - Global X MSCI Portugal ETF (PGAL) falls 1.86% to ... Equities.com
| QATAR: QSE index gains on foreign funds' buy support - Doha Gulf Times Robust demand for Islamic equities despite weak sentiments Gulf Times
| QATAR: QSE index gains on foreign funds' buy support - Doha Gulf Times Robust demand for Islamic equities despite weak sentiments Gulf Times
| ROMANIA: CEE MARKETS-Zloty firms ahead of cenbank meeting, stocks gain on global cues Yahoo Finance CEE MARKETS-Stocks halt gains, FX buoyed by rate hike hopes Yahoo Finance
|
RUSSIA: Gaining from cyclical recovery: Here's why you must invest in Brazil, Taiwan and Russia Moneycontrol Russian rouble steadies near 73 vs dollar; focus on Friday's rate decision Nasdaq
| SINGAPORE: Singapore stocks nearly flat alongside weak trading sessions in the ... The Business Times Singapore stocks open lower on Wednesday; STI down 0.9% The Business Times
| SOUTH AFRICA: How South Africa is stacking up in the emerging market... Daily Maverick Foreigners are pulling their money out of South Africa, JSE warns BusinessTech
| SOUTH KOREA: S.Korean equities nurse losses for second day as tech shares drop Reuters EMERGING MARKETS-Indonesia stocks, rupiah weaken on consumer confidence 'reality check' Reuters
| SPAIN: European Stocks Rise as Investors Keep Faith in Economic Rebound Bloomberg.com BlackRock Institutional Company N.A. - iShares MSCI Spain ETF ... Equities.com
|
SWEDEN: Sweden's Property Stocks Drop Amid Report of Bubble Brewing Bloomberg.com ?Sweden's AP7 boosts diversification with more risk premia, PE Investment & Pensions Europe
| SWITZERLAND: European Stocks Slip as Investors Mull ECB Stimulus, Inflation SwissInfo Global equities retreat from record highs over Delta concerns The Irish Times
| TAIWAN: Gaining from cyclical recovery: Here's why you must invest in Brazil, Taiwan and Russia Moneycontrol Taiwan stocks plunge 450 points following US Fed hint Focus Taiwan
| THAILAND: Thai Stocks Retreat From Two-Year High on Valuation Concerns Bloomberg.com Stocks surge amid Q2 joy The Bangkok Post
| TURKEY: In Turkey, No News on Rate Cuts Is Enough to Win Back Investors Bloomberg.com EMERGING MARKETS-Turkish lira rises in muted FX trade as focus turns to Jackson Hole Reuters
|
UAE: United Arab Emirates (UAE) Wealth Management - Market Sizing and Opportunities to 2025 Yahoo Finance UAE: Abu Dhabi wealth fund to focus on tech, climate change after ... Gulf Daily News
| UKRAINE: Opening Bell: Fears Of Sputtering Economy, Tapering Pressure ... Investing.com UK Rouble hits two-week high vs dollar, stocks inch higher Nasdaq
| UNITED STATES: GRAPHIC-Asian stocks' relative valuations to global peers at 14-month low Yahoo Finance S&P 500, world equity index retreat as economic worries weigh Reuters
| VIETNAM: Buy Vietnam's rapid development on the cheap Investors Chronicle Vietnam Enterprise outperforms reference index amid... Morningstar
|
Comment
Monthly performance is between 2021-09-01 and 2021-08-01
Best global markets YTD USA +20.02%, FM (FRONTIER MARKETS) +15.45%, EUROPE +14.52%,
While worst global markets YTD EFM ASIA -0.83%, EM (EMERGING MARKETS) 1.64%, EM LATIN AMERICA 1.94%,
Best global markets last month USA +2.89%, EFM ASIA +2.80%, FM (FRONTIER MARKETS) +2.78%,
While worst global markets last month EM LATIN AMERICA -0.40%, EUROPE 2.19%, EM (EMERGING MARKETS) 2.71%,
Global shares rise on strong U.S. equities, factory data Reuters US Equities Are Changing Sentiment MoneyShow Boivin Says BlackRock May Buy China Equities Amid Drop Bloomberg.com China Supplants Fed as Biggest Risk for Emerging Markets Yahoo Finance Evergreen avoiding Evergrande - Arian Neiron | Livewire Livewire Markets China Adds Funds as It Seeks to Limit Risks: Evergrande Update Bloomberg.com China's stock market booms on Monday opening following Meng ... Global Times Where to Invest $100,000 In Asia: ETFs, Green Tech, China Value ... Bloomberg.com China stocks fall in wake of global tumult over Evergrande Financial Times Stable politics will be crucial for European equities FTAdviser European Equities Will Outperform Going Forward: Brice Bloomberg.com European Equities: Consumer Sentiment and Central Bank Chatter in Focus Yahoo Finance Energy crunch: How high will oil prices climb? Al Jazeera Oil prices hit three-year high as gas crunch starts to affect crude market Financial Times Oil up on tight supply, Brent crude nears $80 a barrel Reuters Steel prices leave automakers looking for new negotiating tactics for ... MetalMiner Canadian steel prices recover from COVID-19 'devastation ... ConstructConnect Canada RUSSIA FLAT STEEL: Prices continue to fall on oversupply but ... Metal Bulletin Indian spot gold rate and silver price on Tuesday, Sep 28, 2021 Hindustan Times Gold price today fall to near lowest in 6 month but silver rates higher Mint Gold Price Today: Yellow metal trades under pressure amid strong dollar, higher bond yields Moneycontrol
Best last month among various countries' equity markets were ARGENTINA +30.76%, ESTONIA +23.51%, COLOMBIA +11.04%, INDIA +10.61%, HUNGARY +10.20%, LEBANON +9.82%, THAILAND +9.77%, CZECH REPUBLIC +9.42%, PORTUGAL +9.18%, TURKEY +9.16%,
While worst last month among various countries' equity markets were ZIMBABWE -14.03%, PAKISTAN -5.37%, PAKISTAN -5.37%, PAKISTAN -5.37%, PAKISTAN -5.37%, SRI LANKA -3.40%, NIGERIA -3.35%, BRAZIL -3.31%, JORDAN -1.95%, PERU -1.61%,
Best YTD among various country equities were ZIMBABWE +197.26%, LEBANON +75.38%, KAZAKHSTAN +69.28%, BOTSWANA +45.88%, ARGENTINA +38.43%, ESTONIA +36.46%, SAUDI ARABIA DOMESTIC +35.40%, NETHERLANDS +34.00%, CZECH REPUBLIC +31.46%, AUSTRIA +30.95%,
While worst YTD among various country equities were PERU -27.49%, PAKISTAN -16.17%, PAKISTAN -16.17%, COLOMBIA -14.64%, SRI LANKA -13.56%, NEW ZEALAND -12.57%, CHINA -12.45%, TURKEY -10.96%, JAMAICA -10.10%, INDONESIA -9.55%,
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