Journal to portfolio afterlife

[portfolioafterlife]

Uno dei due non ce la racconta giusta.

E così, piuttosto che discutere su quando acquistare gli asset cinesi, gli investitori globali si concentrano ora su quanto ridurre l’esposizione.

La Cina? Un paria per gli investitori globali, scrive Bloomberg - Formiche.net

Dopo aver attirato per anni capitali stranieri nei mercati cinesi, il presidente Xi Jinping sta ora affrontando il rischio di un brutto periodo di de-globalizzazione finanziaria. Gli investitori ne indicano una ragione principale: le politiche dello stesso Xi. A scriverlo è Bloomberg con un...

formiche.net

Chinese equities are back under portfolio managers’ radar in the second half of 2022, as China starts to materialise its loose monetary policy and stimulus packages while coming out of Covid lockdowns and an emerging markets selloff.
According to data from EPFR, which tracks global fund flows and allocations, overseas China funds recorded a net inflow of $8.5 billion in the five weeks preceding July 7, with $4.1 billion and $4.4 billion into active and passive China funds, respectively — a clear contrast from a net outflow of $700 million during March and April.

China goes up on equity investors’ 2H list | Equities | AsianInvestor

Chinese equities are gaining favour from a global allocation perspective in the renewable, electric vehicle supply chain, and industrial automation space. Meanwhile, doubts over the consumer sector remain under the country’s Covid Zero policy.

www.asianinvestor.net

 

[portfolioafterlife]

L'impronta di Draghi.

 

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Non è che Draghi abbandona la nave prima del collasso del sistema?

dubbio amletico

 

[portfolioafterlife]

Le cose cambiano in fretta.

 

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[portfolioafterlife]

 

[portfolioafterlife]

Russia nears gas shutdown in Europe as Germany rejects claims it can't fulfill contracts

Germany's energy giant, Uniper, told CNBC it had "formally rejected" Gazprom's force majeure claim.

www.cnbc.com

 

[portfolioafterlife]

 

[portfolioafterlife]

Non ditelo a Draghi, secondo l' IMF in caso di taglio delle forniture di gas l'Italia (s)verrebbe colpita più forte della Germania.

If physical constraints impede gas flows, the fragmented market approach suggests that the negative impact on economic output would be especially significant, as much as 6 percent for some countries in Central and Eastern Europe where the intensity of Russian gas use is high and alternative supplies are scarce, notably Hungary, the Slovak Republic and the Czech Republic. Italy would also face significant impacts due to its high reliance on gas in electricity production.

How a Russian Natural Gas Cutoff Could Weigh on Europe’s Economies

How a Russian Natural Gas Cutoff Could Weigh on Europe’s Economies

blogs.imf.org

 

[portfolioafterlife]

Avevo già pubblicato la notizia che si stanno allentando le briglie delle sanzioni su cibo e fertilizzanti.