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UBS's report for Q4 2024 reveals a slight increase in foreign institutional funds' underweight positions in China, rising from -1.7% to -1.9%. While Chinese equities saw a reduction in holdings, sectors like banking, consumer goods, and technology attracted significant inflows, particularly in Hong Kong, which experienced $40 billion in southbound investments. Conversely, northbound investors withdrew an estimated $17 billion, primarily from materials and utilities, although some funds returned to Chinese equities after previously holding none.
UBS's latest report reveals a slight increase in the underweight of China among international investors, rising from -1.7% to -1.9% in Q4 2024. While major global investors reduced their Chinese equity holdings, sectors like banks, consumer discretionary, and technology saw significant inflows, particularly into Hong Kong, which attracted around USD 40 billion. Conversely, northbound investors faced outflows of USD 17 billion, primarily from commodities and utilities, with a small number of funds reintroducing Chinese equities into their portfolios.
Chinese President Xi Jinping met with top tech entrepreneurs, including Jack Ma and Ren Zhengfei, to bolster support for the private sector amid economic challenges and a trade war with the U.S. Xi emphasized the need to eliminate barriers for fair market competition.In other news, X has begun blocking links to the encrypted messaging app Signal, citing potential harm, despite Elon Musk's previous endorsement of the platform for privacy. Meanwhile, OpenAI cofounder Ilya Sutskever's new venture, Safe Superintelligence, is reportedly raising funds at a $30 billion valuation, focusing on advanced AI development.
Goldman Sachs has raised its gold price forecast to $3,100 per ounce by the end of 2025, driven by strong central bank demand, particularly from China. UBS also predicts prices will exceed $3,200, citing potential liquidity issues and increased physical demand as factors that could amplify gold's rally. Both firms emphasize gold's role as a hedge amid ongoing geopolitical and economic uncertainties.
Novo Nordisk A/S focuses on the design, manufacture, and marketing of pharmaceutical products, with 93.6% of sales from diabetes and obesity treatments and 6.4% from rare disease therapies. Geographically, 57.6% of sales come from the United States, followed by Europe-Middle East-Africa at 20.8%, China at 6.4%, and other regions at 11.5%.
BYD Company Limited focuses on car manufacturing and also engages in the production and marketing of rechargeable batteries and mobile phone components. Its net sales are primarily derived from electric vehicles (53.4%) and mobile telephone components (38.7%), with a significant portion (61.5%) coming from the China/Hong Kong/Macau/Taiwan region.
SAIC Motor is collaborating with Huawei Technologies to launch a new electric vehicle brand named Shangjie, targeting affordability with prices between CNY150,000 and CNY250,000. The first model, codename ES39, will feature Huawei's intelligent driving systems and is set to debut in Q4 this year. This partnership aims to enhance SAIC's competitiveness and fill a gap in Huawei's product lineup for mainstream models under CNY200,000.
Hermès International, a leader in luxury goods, reports a diverse sales breakdown: leather goods (41.3%), clothing and accessories (28.9%), silk and textiles (6.9%), watches (4.6%), perfumes (3.7%), and other products (14.6%). By the end of 2023, the company will operate 294 stores globally, with significant sales in Asia-Pacific (46.7%) and the Americas (18.6%).
Huawei has surged to dominate China's foldable phone market with a 48.6% share, while Samsung's presence has dwindled to just 0-1%. This shift reflects a broader trend of patriotic consumption favoring local brands amid rising competition and ongoing U.S.-China trade tensions. Apple is also struggling, with its market share falling to 15% as domestic brands gain ground.
US Vice President J.D. Vance emphasized the need for a swift and lasting peace in Ukraine during a meeting with President Volodymyr Selensky, while trade tensions escalated under Trump’s new tariff policies. In the stock market, Airbnb surged over 14% after strong quarterly results, while Informatica's shares plummeted by more than 21% due to disappointing turnover. The Swiss Market Index is poised for a slight increase, driven by ongoing geopolitical developments and the upcoming earnings reports from major companies.
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investor sentiment shifts as foreign funds reduce chinese equity holdings
12:50 18.02.2025
investor sentiment shifts as china equity holdings decline in fourth quarter
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xi jinping meets tech leaders as china seeks innovation and support
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12:46 18.02.2025
gold prices forecasted to exceed 3000 dollars by 2025 analysts say
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12:30 18.02.2025
novo nordisk maintains strong market position in diabetes and rare disease treatments
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byd company limited diversifies into electric vehicles and mobile components
11:33 17.02.2025
saic and huawei launch affordable electric vehicle brand shangjie
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09:53 17.02.2025
Hermès International reports strong luxury goods sales and global store expansion
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huawei overtakes samsung in china's rapidly growing foldable phone market
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06:11 17.02.2025
mixed market signals as tech shares falter and peace talks continue
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06:06 17.02.2025
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