Analysis-Trade war or not, global investors turn even more cautious on China
By Antimount Banner
Singapore (Reuters) – as China and the United States, which can lead to a trade war between the transaction or the world’s two largest economies, the China Stock Exchange becomes default for foreign investors.
The Chinese Stock Exchange, which is already transformed from the investor, is worried when the economy is guided and disappointed to promote Beijing’s efforts, returning to a week-old interval in a commercial dispute.
Although the US tariffs on Tuesday have been dropped from pre-election threats to President Donald Trump, and analysts reported that they are more moderate to the trading war than the Trump office. in the first term.
According to contradictory reports on Wednesday, whether Trump and Chinese President Xi Jinping will talk and suddenly stopped US by US postpacking from China.
“I will take a safer approach now and I will not fight against tariffs,” said Francis Tan, the main strategy of Asia, Kera-Industry, which advises its customers to fence the shares.
“The level of uncertainty has increased, because while they show their hands, no one knows that the real trade war has begun when it comes.”
World investors have already wary of China’s growth prospects due to the lack of a crisis in its protracted property, deflationary pressure and promises of Beijing incentives.
Over the past three months, foreign investors have dragged almost $ 12 billion from China’s funds, according to LSEG lip data, and the inflow of $ 13 billion in the return of October.
A rough flows point to a profit recipient and a lack of sticky capital, which is going to flow in China in the long run.
“I think many people say China is waiting for Trump and they are going to get out of this whole stimulus. I really don’t believe Asia’s dividend income Janus Henderson.
“We don’t really want to add anything to China because it seems that we have come well at this time … adding anything else to it.”
Commercial trading war
The relatively muted price is also increased to the market-closed market and the results of the results, how analysts say than classifying with Trump and Canada.
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