China Stimulus

Goldman Sachs believes the easing measures that China may resort to are unlikely to fully offset the hit due to tariffs.

Sushil Kedia says levels do not matter in an irrational market, cautions against calling the bottom

Veteran trader and investor Sushil Kedia said market behaviour seems irrational looking, at options pricing, but that does not mean stocks have bottomed out.

BofA warns of Chinese stock correction ‘soon’ in 2015 repeat

The Hang Seng China Enterprises Index and the MSCI China Index have both surged at least 30% from mid-January lows, akin to the pace of gains seen in 2015 before the market plummeted, strategists led by Winnie Wu wrote in a Monday note.

EM stocks set for best month since September on China boost

The MSCI Emerging-Market Index has risen nearly 3% in March, on track for the largest monthly advance since September, driven mainly by advances in Chinese equities.

China boosts index investments in latest bid to revive market

The regulator set a goal of strengthening the asset allocation function of index funds and providing more convenient channels for medium- and long-term funds to enter the market.

China’s inflation weakens near zero even after stimulus efforts

Factory deflation extended into a 27th month, though the producer price index recorded a slower drop of 2.3% compared to November.

China vows bigger fiscal spending to boost consumption next year

Top officials led by President Xi Jinping vowed to raise the fiscal deficit target next year in an announcement made following a two-day huddle of the Central Economic Work Conference in Beijing.

China signals more fiscal stimulus, rate cuts to boost economy

Top officials led by President Xi Jinping also vowed to deliver rate cuts and lower the reserve requirement for banks during a two-day huddle of the Central Economic Work Conference in Beijing, according to China Central Television.

Five things the market got wrong about China’s stimulus package

The approach is more like a marathon than a sprint, focused on making the country’s economic framework more durable and resilient

China's equity selloff worst since October 9: Here's the Texas connection

This is not the first time that Texas has echoed concerns around Chinese investments. In 2023, Governor Abbott had encouraged Vanguard to create emerging market funds isolating the investments from risks posed by China.

Howard Marks says China's growth a 'herculean challenge', stimulus can’t be perpetual

Howard Marks has pointed out the diminishing returns of such stimulus-related interventions, adding that one can't grow through stimulus 'perpetually'.

China’s economy forecast to show modest pick-up after stimulus

Industrial output and retail sales are expected to have grown at a faster pace in October compared to September, according to forecasts by economists in a Bloomberg survey.

Metal stocks falter as China's stimulus fix disappoints; Nifty Metal worst hit sectoral index

China's disappointing stimulus has dampened hopes for a significant recovery in the country's struggling property sector, a key driver of metal demand for the world's largest importer.

Iron ore drops toward $100 as China’s latest fix disappoints

Futures declined as much as 2% in Singapore after slumping on Friday, when the Chinese government unveiled a debt-swap plan but stopped short of measures to directly boost domestic demand.

China approves $839 billion refinancing of local government debt in fresh stimulus

Beijing is attempting to shore up support for a slowing Chinese economy that is facing new threats of tariff curbs after the re-election of Donald Trump as the US President.

Stimulus expectations high as China's NPC committee, Finance Ministry set to brief media

Investors across Asia will be closely watching for details of a possible stimulus that could lift the yuan, and reveal insights into China's policy positioning after Trump's electoral victory.

Explained: What this week's US election, China stimulus plan and FOMC mean for Indian stocks

Former Freshworks VP Padmanabhan said that while China's stimulus might attract capital flows in the short term, India stands to gain in the longer term by positioning as a stable manufacturing alternate.

Shankar Sharma's Bollywood wordplay captures the India-China equity story

Since China announced its stimulus, the Nifty 50 has declined by 8 percent, while China's Shanghai Composite has gained 17 percent.

India or China? Macquarie finds the battle tough, but India takes an edge

Macquarie finds the choice between India and China challenging as China’s stimulus plans sparks hopes of revival despite persisting structural issues. However, India’s stronger fundamentals, with steady 6-7% GDP growth and robust corporate ROEs, continue to tilt the balance in its favor.

Uncertainty over China stimulus leaves metal stocks in a state of flux; clarity to reignite momentum

The uncertainty around China's stimulus has left metal stocks volatile, with investors awaiting clearer economic revival plans. While hopes for stronger measures still hold ground, analysts believe a sustained rally in metal stocks hinges on definitive government actions.

China’s Housing Ministry may unveil measures for property sector on Thursday

Officials of the People’s Bank of China and Ministry of Finance will also be attending the news conference at 10 am local time in Beijing on October 17, along with Housing Ministry representatives.

China a 'short term trade', say experts as weekend 'stimulus' disappoints EM investors

China has been facing serious challenge on domestic front, with demand slacking as consumers refrain from spending more, and unemployment remains high, especially for entry level jobs.

Hopes of China stimulus lift metal stocks upto 3.5%; Nifty Metal index surges 1%

Metal stocks took a beating earlier this week after China's state planner did not announce new stimulus measures or property sector revival plans. However, hopes were revived with news of an upcoming briefing by China's Finance Minister on Saturday, where further stimulus is expected.

China may unveil $283 billion in new stimulus this weekend

Beyond the amount of any fiscal package, the target of support will indicate where the government looks to steer its economy after years of debt-fueled expansion through investment, particularly in real estate and infrastructure.

China's Finance Minister to brief on fiscal 'adjustments' on October 12 as investors hope for policy push

China will hold a briefing on October 12 to outline initiatives to enhance "counter-cyclical adjustments" in fiscal policy.