Search Results for: China

Global Luxury Stocks vs. China Stocks Do luxury stocks still have room to rise? Image: BofA Global Investment Strategy

Nominal Effective U.S. Dollar and China Manufacturing PMI China’s rising manufacturing PMI is bearish for the U.S. dollar. Image: Alpine Macro

China Credit Impulse and Euro to U.S. Dollar (EUR/USD) – Leading Indicator Will EUR/USD peak in mid-2023? Image: Steno Research

Equity – MSCI China Index / MSCI All Country World Index Should investors overweight Chinese stocks? Image: Morgan Stanley Wealth Management

Copper Price vs. China Aggregate Financing Copper prices are expected to rise over the next 10 months, thanks to China’s reopening. Image: Alpine Macro

Chinese Stocks – Nasdaq Golden Dragon China Index Chinese stocks in the U.S. hit a nine-year low. Image: Morgan Stanley Wealth Management

China Unemployment Rate The Chinese unemployment rate rose to 5.8% in March, as lockdowns weigh on economic activity. Image: BofA Global Investment Strategy

China Imports Should investors be worried about the sharp decline in Chinese imports? Image: BofA Global Investment Strategy

Valuations – MSCI China Forward PE Ratio and MSCI EM The valuation of the China equity market looks attractive again. Image: Topdown Charts

S&P 500 vs. EM ex-China Has the S&P 500 relative to EM ex-China equities peaked? Image: BofA Global Investment Strategy