China

Chinese economic activity is nearing stall speed with the government’s purchasing managers indexes (PMIs) falling further in November, surprising markets to the downside for a second consecutive month.

Activity levels in China’s economy look to be slowly picking up, providing relief for cyclical assets amidst a deteriorating macro backdrop due to events in Gaza. That's helping boost CNH and China's A50 share index.

The tentative rebound in the AUD/USD faces its next hurdle today with the release of China’s monthly ‘data dump’, including Q3 GDP.

Chinese equities have had plenty thrown at them in 2023. Yet, despite the challenges, some mainland indices such as the FTSE A50 are holding up alright.

Having been driven by rate differentials for much of the past three years, AUD/JPY is evolving into an effective way to express a view towards China’s outlook that does not involve the US dollar.

A trade idea to play what what is traditionally strong period for mining stocks.

The combination of a key US inflation report and finely-balanced ECB interest decision should keep EUR/USD on trader’s radars. Although we also have plenty of data out from China which could sway sentiment for risk assets, including CPI/PPI, loan growth, investment, retail sales and employment.

Comprising huge financial and property firms, China's A50 may benefit from the rapid rollout of stimulus measures.

Lead indicators on Chinese economic activity are rolling over fast, adding to downside risks for the Australian dollar despite persistent stimulus hopes.

Alibaba faces tough economic and market conditions as it embarks on a major restructuring to split itself into six separate businesses.

Sentiment took a slight knock in the Asian session when the latest set of PMI figures for China continued to shows the economy is weakening. But it also begs the question as to whether this simply more stimulus is coming, which could potentially help to support sentiment (and risk assets such as the DAX).

Can Alibaba improve profitability and install confidence that it can unlock value as it prepares to separate its array of different businesses?

Another weak set of data from China keeps concerns for global growth alive, yet whilst the Hang Seng knock from the highs we suspected it can remain supported.

China’s consumer and producer prices continued to deflate in March, which helped further boost sentiment in today’s Asian session.

Alibaba shares ripped higher and on track for its best daily performance in 11-months on the announcement the conglomerate will split into six companies.

What stocks would benefit if TikTok is banned in the US?

The government’s recent 2023 growth target of ‘around’ 5% seems to be on track according to the NBS, which helped commodity FX and indices rise during the Asian session.