• CSI300
• HK50
• SSEC

Position defensively in China stocks amid stimulus watch, Trump jitters- UBS

UBS advises defensively positioning in Chinese markets amid trade risks and stimulus uncertainty, highlighting potential volatility and recommending high-yield sectors against possible tariffs.

• CSI300
• HK50
• SSEC

China stimulus trade to pick up in stocks by late-Nov, JPM says

JPMorgan forecasts revival in Chinese stocks due to expected stimulus measures, despite recent declines and impacts from US tariffs. Property markets in tier-1 cities are improving.

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• 9984
• AXJO
• CSI300
• HK50
• JP225
• KS11
• NSEI
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Asia stocks drift lower with China stimulus, US inflation in focus

Asian stocks showed mixed performance as Chinese markets faced difficulties, while Japan benefited from strong earnings amid global economic uncertainties and focus on upcoming U.S. inflation data.

• AXJO
• CSI300
• HK50
• KS11
• NSEI
• SSEC
• TOPX

Asia stocks fall as China stimulus disappoints, deflation persists

• CSI300
• USD/CNY

China CPI inflation contracts in Oct, PPI eases amid stimulus watch

In October, China's consumer and producer price inflation decreased, reflecting weak consumer spending despite government stimulus, leading to ongoing concerns about economic recovery.

• CSI300
• HK50
• NDX
• STOXX
• US10YT=X
• US2000
• US500

Buy US stocks as election to Inauguration Day is 'a risk-on window of opportunity'

US equities saw a record $20 billion inflow post-Trump election, with ongoing capital attraction amid contrasting European and emerging market outflows, highlighting sector and style preferences.

• AXJO
• CSI300
• HK50
• IXIC
• JP225
• KS11
• NSEI
• SSEC
• TOPX
• US500
• USD/JPY

Asia stocks upbeat after Fed rate cut; China stimulus awaited

Asian stocks rose as Wall Street strengthened. Fed rate cuts and fiscal stimulus in China aided markets, despite concerns over Trump's protectionist policies impacting Asia's economic outlook.

• CSI300
• JP225

Morgan Stanley reiterates preference for Japan over China stocks on US elections

Morgan Stanley favors Japanese equities over China due to growth concerns and trade challenges, predicting tariffs will negatively impact China's economy amid anticipated fiscal support.

• CSI300
• USD/CNY

China trade balance grows more than expected in Oct as exports surge

China's October trade balance increased to $95.27 billion, driven by a 12.7% rise in exports, despite a 2.3% decline in imports due to weak local demand.

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• AXJO
• CSI300
• HK50
• HMC
• IND50
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• SSEC
• TM
• TOPX

Asia stocks muted as Trump rally cools; Fed, China stimulus in focus

Asian stocks stabilized as Trump's election victory's initial optimism faded. Focus shifted to China's stimulus measures and an upcoming Fed meeting, impacting Japanese and Australian markets.