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iShares MSCI Hong Kong ETF Newsroom
Asia-Pacific Markets Mostly in Red as Investors Assess Services PMIs Data From the Region
China's Services Sector Growth Accelerates to Seven-month High in Dec Amid New Business Inflows
Asia-Pacific Markets Trade Mixed Tracking Fall on Wall Street, PBOC Reportedly Signals Rate Cuts
Asia-Pacific Markets Trade Mixed at Start of 2025 as China's Manufacturing Slows
On the first trading day of the New Year, Bank stocks opened high and then fell back. Many Institutions: the opening performance may be better than in previous years, but the trend of declining net interest margin remains unchanged.
① The crediting ratio between each quarter is expected to recover to a ratio of 4:3:2:1. ② It is expected that policy trends will continue, gradually boosting demand in the Real Estate sector. ③ This year, the decline in net interest margin for Banks is narrower compared to 2024, with a calculated interest margin of 1.34% under neutral assumptions.
China's Manufacturing Output Slows in December to 50.5, Misses Expectations
Asia Markets Mostly Fall on the Last Trading Day, Tracking Sell-off on Wall Street; Traders Assess China's PMI Data
China's Dec Factory Activity Grows at Slower Rate for Third Month, Service Sector Rises Most in Nine Months
Asia Markets Mixed Amid Thin Trading Ahead of the New Year Holiday, Tracking Wall Street Losses
Asia-Pacific Markets Flat in Thin Holiday Trading, PBoC Holds MLF Rate Steady for Third Month
PBoC Holds MLF Rate Steady for Third Month, Withdraws Largest Cash Since 2014
Outperforming 92% of stocks within the year! The four major banks have reached a new high again, and this month they have all faced Shareholding reductions by financing clients.
① Today, the stock prices of the four major banks collectively set new historical highs, with an average increase of nearly 47% this year, outperforming 92% of stocks during the same period. ② Excluding new stocks, a total of 10 stocks reached historical highs today, most of which are CNI Mid-Small Cap.Index stocks, with a relatively high number of Transportation stocks. ③ The four major banks have all experienced shareholding reductions by financing clients this month, including the Industrial And Commercial Bank Of China, which has seen a net sell-off of nearly 0.2 billion yuan in financing this month.
Asia-Pacific Markets Mostly Rise in Thin Pre-holiday Trading and Tracking Strong Gains on Wall Street
Asia-Pacific Markets Surges Mirroring Global Markets as Holiday-shortened Christmas Week Begins
After long-term bonds fell below 2%, insurance funds shifted towards equity assets, with high dividend and high ROE being the top choices.
Recently, the yield on 30-year government bonds has fallen below 2.0%. Guosen believes that the central tendency of long-term bond rates continues to decline, and the pressure on investment income from insurance funds is further increasing. Since the beginning of this year, companies represented by Great Wall Life, China Pacific Insurance, and Ruizhong Life have been increasing their stakes in high-quality listed companies, mainly concentrated in industries such as utilities, transportation, and Banks, which have high dividend yields and relatively stable ROE levels.
Three insurance companies have been approved to issue bonds worth 39 billion. Insurance companies have replenished a total of 117.5 billion yuan this year, slightly exceeding last year's total.
① On the same day, the Financial Regulatory Bureau disclosed that the perpetual bonds or capital supplement bonds issued by Ping An Life, China Postal Insurance, and China United Property Insurance have been approved, with a cumulative approved issuance scale not exceeding 39 billion yuan; ② The demand for "blood replenishment" in the Insurance Industry remains significant within the year. As of December 20, the cumulative issuance scale of capital supplement bonds and perpetual bonds by Insurance Institutions has reached 117.5 billion yuan, slightly higher than the total for last year.
In order to respond to the "intense battle" next year? At the end of the year, many Banks are making intensive adjustments to their Business structure, and the special mechanism for the "five major articles" is gradually being established.
① First, merging the functions of the head office departments clearly indicates a reduction in costs and an increase in efficiency; second, a special department dedicated to the five major articles is being established. ② Retailing Crediting may become one of the focal points for Banks next year. ③ It is expected that the special institutions for the five major articles will be established gradually, as each one matures.
Asia Markets Mixed as Investors Assess China Rate Decision; Eyes on PCE Inflation Data
The LPR Quote for December has been released! The 1-year and 5-year rates remain unchanged.
More news, continuously updating.
IShares MSCI Hong Kong ETF Declares $0.3445 Dividend