iShares MSCI Hong Kong ETF

EWH tracks a modified market-cap-weighted index of firms listed on the Hong Kong Stock Exchange.

WisdomTree Japan Hedged Equity Fund

WisdomTree Europe Hedged Equity Fund

iShares MSCI India ETF

KraneShares CSI China Internet ETF

SPDR S&P 500 ETF Trust

Six of the eight indexes on our world watch list posted gains through May 30, 2023. Nikkei 225 finished in the top spot with a YTD gain of 20.06%.

World Markets Watchlist: May 30, 2023

CSOP FTSE China A50 ETF

Xtrackers Harvest CSI 300 China A-Shares ETF

Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF

Xtrackers MSCI China A Inclusion Equity ETF

Global X China Biotech Innovation ETF

Global X China Energy ETF

Global X China Industrials

Global X China Materials ETF

Global X China Consumer ETF

Global X China Financials ETF

Xtrackers MSCI All China Equity ETF

VanEck Vectors ChinaAMC SME-ChiNext ETF

iShares MSCI China A ETF

Invesco China Technology ETF

WisdomTree China ex-State-Owned Enterprises Fund

iShares MSCI China Small-Cap ETF

iShares MSCI Taiwan ETF

First Trust China AlphaDEX Fund

iShares China Large-Cap ETF

SPDR S&P China ETF

KraneShares Bosera MSCI China A Share ETF

KraneShares CICC China Leaders 100 Index ETF

iShares MSCI China ETF

Invesco Golden Dragon China ETF

What does the impact of strained relations between China and the West mean for global trade? Why China's recovery is starting to falter.

What's Next For China As Its Economic Recovery Falters

Hong Kong equities have underperformed this year. But the economic data tells a very different story.

EWH: Upside Potential Intact As The Hong Kong Rebound Gains Traction

Seven of the eight indexes on our world watch list posted gains through May 22, 2023. Nikkei 225 finished in the top spot with a YTD gain of 19.13%.

World Markets Update: May 22, 2023

Falling selling prices will add to speculation that global goods inflation will continue to cool as China exports lower-priced goods. The renewed drop in demand was met by a further cut in factory payroll numbers, with the rate of job losses at the highest for three months.

Factories Slide Back Into Decline And Prices Fall In Mainland China As Boost From Reopening Economy Fades

China's stronger-than-expected growth bodes well for many EMs – but does it also mean additional inflation risks down the toad? Even though the IMF spring meetings eased concerns about a recession in advanced economies, both the U.S. and the Eurozone are expected to expand by about 1% or so this year in real terms.

China Growth - Reboot And Rebalance

The People's Bank of China has already cut its Required Reserve Ratio and has continued to pump liquidity into the money market over the past few days. From the 21st to the 29th of the month, the central bank injected more than CNY850 billion of net liquidity into the financial system.

China's Central Bank Pumps More Liquidity Into Market

Hong Kong equities may not have outperformed YTD, but the near-term setup remains compelling. The China/HK border reopening is the major tailwind, while the supportive budget and limited inflationary pressures should also help.

EWH: Border Reopening To Kickstart The Hong Kong Rebound

While there were some uncertainties as to whether looser COVID-19 restrictions will boost the economy or lead to more disruption amid rising illness rates, the early evidence from the PMI surveys is encouraging. Jobs growth also resumed for only the second time in just over one-and-a-half years, suggesting factories were by and large able to expand workforce numbers to meet demand and a brightening outlook.

Factory Activity Revives In Mainland China As Economy Reopens

As hoped, looser COVID-19 restrictions have boosted service sector activity in mainland China, adding to hopes that resurgent economic growth will be seen in early 2023 and fueling speculation of diminished global recession risks. Companies widely cited the additional freedoms created by the unwinding of COVID-19 health restrictions as having boosted business levels, driving in particular a resurgence in new business inflows after four months of continual decline, which had been blamed primarily on the Omicron outbreak.

Mainland China's Resurgent Service Sector Growth And Near-Record Confidence Fuel Economy Hopes For 2023

VanEck China Bond ETF

Global X MSCI China Communication Services ETF

Global X MSCI China Health Care ETF

Global X MSCI China Information Technology ETF

Global X MSCI China Large Cap 50 ETF

Global X MSCI China Real Estate ETF

Global X MSCI China Consumer Staples ETF

Global X MSCI China Utilities ETF

Loncar China Biopharma ETF

Franklin FTSE China ETF

Franklin FTSE Hong Kong ETF

Franklin FTSE Taiwan ETF

ProShares UltraShort FTSE China 50

KraneShares MSCI All China Index ETF

KraneShares Bloomberg China Bond Inclusion Index ETF

KraneShares CICC China 5G and Semiconductor Index ETF

Kraneshares MSCI China Environment Index ETF

KraneShares SSE STAR Market 50 Index ETF

KraneShares Hang Seng Tech Index ETF

KraneShares MSCI All China Health Care Index ETF

Rayliant Quantamental China Equity ETF

Franklin Templeton Dragon Fund

ProShares Ultra FTSE China 50

Direxion Daily FTSE China Bear 3X Shares

Direxion Daily FTSE China Bull 3X Shares

ProShares Short FTSE China 50

According to data from the National Tax Administration, retail sales revenue this Chinese New Year holiday increased by 12.4% compared to the 2019 holiday. Most of the growth came from travel-related activities, such as sales by travel agencies. In addition, box office results were 14% more than the pre-pandemic levels of 2019.

China's Rebound Starts With Consumption

The policy update doesn't contradict the broader goals for Common Prosperity; the priorities have been reset and focuses rebalanced to tilt toward managing risk while reviving growth. I do not foresee major changes in monetary policy, which has been moderately accommodative for the past two years.

China: Reopening Should Drive Growth

Why the stars have aligned for China's economic recovery. Why China's zero-COVID policy became a price too high for the economy.

Will China's Emergence From Lockdowns Lead To An Economic Recovery?

China's rebound is beating expectations right now. A prospect of China's faster recovery did not go unnoticed by sell-side analysts.

China Rebound - 'V-Shaped' Or Simply 'Not As Bad'?

Morgan Stanley China A Share Fund Inc

Direxion Daily CSI 300 China A Share Bear 1X Shares

Direxion Daily CSI 300 China A Share Bull 2X Shares

The recent accelerated reopening following COVID lockdowns could provide a dramatic boost to the Chinese economy and risk assets this year. Challenges related to COVID and the housing sector could persist into 2023.

China's Growth And Policy Priorities Pave New Paths To Equities

WisdomTree Chinese Yuan Strategy Fund

China has drastically eased its Covid-19 measures. Both domestic mobility and international traffic should increase in 2023.

China: Timing Of Recovery Is A Big Question Mark

Most global economists feel that any recovery in China could be more U-shaped than V-shaped. The 2022 Chinese economy can best be described as a spluttering car engine.

China's Economy: Don't Get Your Hopes Up Just Yet

China and Hong Kong have struggled with nearly 3 years of strict Covid restrictions, but it is coming to an end. Hong Kong will have a negative GDP growth this year but will bounce back.

EWH: Hong Kong Is Finally Opening Up For Business

iShares MSCI Pacific ex-Japan ETF

First Trust Hong Kong AlphaDEX Fund

Two exchange traded funds (ETF) that track U.S.-listed cryptocurrency futures have raised a combined $73.6 million ahead of their debut on the Hong Kong stock exchange on Friday in defiance of the sector's meltdown.

Amid crypto turmoil, Hong Kong debuts first crypto futures ETFs

Inflationary pressures in Asia have been more muted relative to developed markets. The meeting at the G20 summit in Bali in November between China's President Xi Jinping and US President Joe Biden put a floor on US/China relations.

Potential Tailwinds For Asian Emerging Markets In 2023

China's inflection point began with the easing of access to credit in the property sector in October 2022. If the International Monetary Fund's forecasts for resilient EM economic growth in 2023 prove to be correct, this should have a positive effect on revenue trends.

Emerging Markets Insights: China Reaches An Inflection Point

China's domestic activity gauges for November were bad, no question about it. Most indices were well in contraction zone and deteriorating.

China - Growth Weakness Vs. Market Optimism

Last month's 20th National Congress of the Chinese Communist Party was the country's most significant political event this year. As we expected, President Xi's report to the Congress mainly focused on China's long-term agenda: It continues the policy course set over the past five years, without disclosing much detail on near-term policies.

Continuity And Concrete Direction: Takeaways From China's 20th Party Congress

It appears to us that there is less potential for support for the country's embattled housing sector in the near term. While there had already been restrictions on the export of high-end chips to China, Biden's recent announcement basically expanded the number of components that are restricted.

China After The National Party Congress: 3 Challenges Facing The Country

Our main takeaway from China's 20th Party Congress is the emphasis on security, implying further self-sufficiency—and potential investment opportunity—in the food, energy and technology sectors. At the time of writing, Chinese stocks have regained most of the decline immediately following the Congress, a decline precipitated by unreasonable expectations of positive policy change in areas such as Zero-COVID.

News for iShares MSCI Hong Kong ETF ETF (EWH)