Asian movements combined overnight, while the Philippines, Taiwan and South Korea have outperformed, underperforming Thailand and Pakistan and closed for Kashmir solidarity day.
Tit Tariff for Tat weighed in the feeling of the market, with the exception of metals and mining companies, Gold Rose, as well as games of AI as semiconductors, software and technological hardware, which can also be connected with the good fortune of the new Fortuna of the new electronic commerce subsidy.
News that the U.S. Postal Service would suspend non-letter parcels from Hong Kong and Mainland China and that an investigation into Shein and Pinduoduo’s Temu would be conducted weighed on sentiment as well. On Wednesday morning, the U.S. Postal Service stated it is not canceling parcel delivery as the Art of the Deal requires some volatility.
Residents seemed investors instead of investors, obtaining immediate benefits, adding investors to the continent with a rare net sale of – $ 680 million, basically the Hong Kong ETF tracker through shares in the southern direction. The news that the Chinese government can only investigate Apple is a sophisticated reminder that they have levers that can damage the US government and, unfortunately, US investors. For a long time we have declared that there are about $ 376 billion in American products manufactured and sold in China, according to the Bank of the Federal Reserve of New York, which are not through “exports” of definition, those source of income and Gains take their position in the states -UNIS.
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 most ridiculous thing you read is how Caixin served economists’ expectations as five companies, of which only two economists have come up with estimates. I’d start coming up with an “expert” estimate to laugh at if I had the bandwidth. The January 51 edition ran counter to the “expert” expectations of December 52. 4 and 52. 2. It attracted to note that admissions movements were disabled despite early indications that the Chinese New Year holiday was robust.
There were some positives with CATL announcing that it would re-list in Hong Kong after the close. The relisting of Mainland companies in Hong Kong could raise China’s weight in MSCI indices. As an FYI, remember that Mainland listed stocks only get 20% of their market cap added to MSCI indices. Premier Li presided over a State Council meeting that generated nothing tangible except for more sound bites, including the statement “a more proactive approach to promote high-quality development and achieve 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 value of the value 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 Board diverged -0.65%, +0.44%, and +2.9%, respectively, on volume up +15.46% from last Monday, which is 117% of the 1-year average. 3,274 stocks advanced, while 1,744 declined. Growth and small capitalization stocks outperformed value and large capitalization stocks. The top sectors were communication services up +3.22% and technology up +0.99%, while energy fell -2.21%, consumer staples fell -2.07%, and real estate fell -1.56%. The top sub-sectors were internet, software, and education, while soft drinks, motorcycles, and energy equipment were the worst. Northbound Stock Connect volumes were above average. CNY and the Asia dollar index fell versus the US dollar. Treasury bonds rallied. Copper and steel fell.
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