June 19, 2025 09:00 PM GMT China Equity Strategy | Asia Pacific A-Share Sentiment Stagnates in Absence of Policy Change Sentiment remains flat amid lukewarm macro conditions and an unstable geopolitical situation. The Lujiazui Forum points to more opening up of financial markets, while further fiscal policy could be delayed. We caution against a likely volatility pickup. A-share investor sentiment stayed flat vs. previous cycle: Weighted MSASI and simple MSASI remained flattish at 66% and 53%, respectively, ...

June 9, 2025 05:50 AM GMT China Economics | Asia Pacific Exports Stabilized Sequentially Amid Tariff Truce Key Takeaways The impact of tariff détente: Separately, exports to Europe also improved quite meaningfully (up 9% cumulatively in the past three months), partly reflecting currency movement (RMB has depreciated by ~10% vs. EUR since end-January). Soft imports: Commodities remained a drag, with a quite persistent decline in both import volume and prices, reflecting weaker (outlook for) global and domest ...

Tractor cultivating field at spring,aerial viewgetty We need to talk about one dividend grower that’s set to win big from this sudden breakout of tariff peace.It’s an all-American stock that’s “dirt” cheap now. I’m talking about CF Industries (CF), a holding of my Hidden Yields service. CF makes fertilizers and is the world’s largest maker of ammonia, a key ingredient of fertilizer.How do we know CF is primed to win as China and Uncle Sam take a breather?We’re quite literally following the money here: CF’s ...