https://twitter.com/Schuldensuehner/status/1587406556970336257 Hang Seng Tech jumped 7.8% and the #China Yuan strengthened as speculation mounted that policymakers are making preparations to gradually exit the stringent Covid Zero policy that’s been the biggest bugbear for investors. https://t.co/UG89wAHckl via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1588101894391713795 Germany’s solo trip to Beijing exposes Europe’s dilemma on #China. Chancellor Scholz brings a high-profile delegation on his first state visit to Beijing and faces a delicate balancing act. #Germany is running a massive trade deficit w/China. https://t.co/OYPstFK1sW https://t.co/BHtE3d3Ekg via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1590980421193695233 #China supercharges the Fed pivot rally w/easing of quarantine & flight bans in a significant calibration of the Covid Zero policy. Hang Seng Tech Index jumps >10%. https://t.co/vX1mjMB36i via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1594952884629958656 Good Morning from #Germany where the govt is considering new rules that could require companies w/large exposure to #China to disclose the extent of their reliance on it as a market to reduce potential econ fallout from a deterioration in the relationship. https://t.co/UfZ1pOUDLd https://t.co/QohG2RtgpH via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1596928100054753280 #China is experiencing largest protests since Tiananmen Square protests. An online video of a fire in an apartment block has unleashed nationwide anger and protests over Beijing's Covid restrictions. Weak econ figures now being compounded by further risks https://t.co/8XupYEk19F https://t.co/xl0TFaGbpt via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1597012070985502721 #China stocks face downward pressure amid China unrest over Covid lockdowns. https://t.co/R3lBwfDe1a https://t.co/SxbHLhfyrY via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1597187307580579842 #Oil prices plunge as #China protests hit risk sentiment. WTI tumbled to lowest since Dec2021. China unrest comes after sharp pullback in oil mkt as risk of China slowdown looms & EU floated price cap on Russian crude that looks set to have minimal impact. https://t.co/aujWRr0oL0 https://t.co/AeJaxpy4oG via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1597282831750701056 #Apple faces deficit of 6mln iPhone Pros on #China tumult. Production losses will affect Apple’s most in-demand phones. Workers have fought back against Covid lockdown fallout. In a worst-case scenario, one-fifth of sales would be lost. https://t.co/roq5AkHwSg https://t.co/7bJ9Xtl9Zl via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1600962331646623744 #China tech stocks jumped on hopes that Beijing and US regulators were close to an audit-inspection deal and as the nation's government officials curtailed many of its zero-Covid controls that stalled the world's 2nd-largest economy. https://t.co/G11rGKkWVH via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1615206800839655427 #China’s population started shrinking in 2022 for 1st time in six decades as births decline from 10.6mln to 9.6 mln despite efforts to enourage bigger families. A total of 10.41 million people died, Nation facing increasingly seriously demographic crises https://t.co/LC2PZj93lW https://t.co/EzKWmeLT15 via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1615309293967884288 #China Vice-Premier Liu He at #wef23: Confident China growth to most likely return to normal. Says housing sector is still a pillar of China's econ. Says real estate accounts for 60% of urban household assets. https://t.co/c8P1Z5yXnZ via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1615311421079797761 #China Vice-PM Liu He: China, US & world econ need to rebalance. Says common prosperity is aimed at limiting polarization but common prosperity does not mean egalitarianism. https://t.co/aD23dWOcRk via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1626122763877376002 OUCH! In trade w/#China, which in 2022 fell from #2 to #4 of most important export destinations, #Germany recorded largest trade deficit since WWII. While imports from China in 2022 increased by 33.6% YoY, exports rose by only 3.1%, resulting in record trade deficit of €84.3bn. https://t.co/0YgTIhnOi4 via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1632506372548882435 Investors concerned about #China’s “around 5%” growth target as markets had hoped for something more like “above 5%” BUT investors should be concerned about geopolitics/decoupling, not growth goal, @knowledge_vital says. https://t.co/43WTQQczj8 https://t.co/EHP1zHCkTT via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1639177089441058817 #China’s demographic crisis has reached its capital city: For 1st time since 2003, Beijing reported decline in population. Sprawling metropolis, China’s 2nd largest city after Shanghai, had a population of 21.88mln in 2021, which fell to 21.84mln in 2022. https://t.co/dk445aCFFK https://t.co/iEszU8ZZq6 via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1648225380845727745 #China’s economy grew 4.5% in Q1 2023, the fastest in a year and at a faster pace than expected as the end of Covid Zero gave way to stronger consumer spending and factory output. https://t.co/AtVFwo7Yjn https://t.co/uZQ01LZvKN via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1660386596422660096 To put things into perspective: US Chipmakers are heavily reliant on #China. Companies like Qualcomm, Broadcom and Intel. deliver billions of chips to the country, which puts the components inside electronic products that are shipped all over the world. (via BBG) https://t.co/3gZ9qNKbLW via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1660539698865946625 OOPS! GS #China MAP surprise index fell by the most since the initial Covid outbreak in early 2020. https://t.co/tF2TSPDoeH via @Schuldensuehner

📊 OOPS! #China’s central bank didn’t buy any gold for a 2nd month in June. Bullion held by the People’s Bank of China remained at 72.8mln ounces. The central bank opted not to add to reserves in May, ending an 18mth buying spree that helped push Gold prices to their highest ever.… https://t.co/9PB2Kpwgld https://t.co/ZHigjNwKcL
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