S&P 500 Based on the Chinese Zodiac Signs The Year of the Horse has begun. Playful as zodiac signs may be on market trends, the Year of the Horse usually trots rather than gallops, with U.S. stocks rising an average 6.3% since 1950. Image: Carson Investment Research
Performance – S&P 500 vs. Chinese Stocks (iShares China Large-Cap ETF) Since early 2024, Chinese stocks have shown significant outperformance relative to US stocks, amid policy support, tech advancements, and attractive valuations. Image: Gavekal, Macrobond
Gold Reserves by Country The United States has the largest gold reserve, followed by Germany. Image: IMF
Chinese Stocks – Nasdaq Golden Dragon China Index Chinese stocks in the U.S. hit a nine-year low. Image: Morgan Stanley Wealth Management
Chinese Equities Sentiment Chinese equities sentiment is very negative, which is contrarian bullish. Image: Goldman Sachs Global Investment Research
Stocks – Chinese Stock Prices and “Blacklisted” Companies “Blacklisted” companies continue to outperform the CSI 300. Image: Alpine Macro
EM Stocks – Chinese Stock Prices Relative to EM Should investors expect a rebound in Chinese stocks? Image: Alpine Macro
Valuation – Chinese Growth Stocks Chinese growth stocks are not a bargain yet. Image: BCA Research
China – Chinese Stocks Selloff Is the China stock selloff over? Image: Alpine Macro
Chinese Stocks – CSI 300 vs. Hang Seng vs. S&P 500 vs. FTSE All World Chinese stocks are outperforming the U.S. stock market. Is it time to invest in China? Image: Financial Times
Chinese Stocks – CSI 300 Index Goldman Sachs raises its 12-month CSI300 forecast by 12% to 4,600 from 4,100. Image: Goldman Sachs Global Investment Research