China in 5 charts (1/5)
What drives overall China equities?
When China Internet $KWEB outperforms MSCI China (grey line), its often positive for China equities $MCHI (orange line).
#China
What drives overall China equities?
When China Internet $KWEB outperforms MSCI China (grey line), its often positive for China equities $MCHI (orange line).
#China
China in 5 charts (2/5)
How does China equities perform when USD weakens?
When USD weakens, China equities strengthens.
Inverted $DXY in grey and $MCHI in orange here.
#China #macro
How does China equities perform when USD weakens?
When USD weakens, China equities strengthens.
Inverted $DXY in grey and $MCHI in orange here.
#China #macro
China in 5 charts (3/5)
Is China or US equities better in a weakening USD environment?
When USD is weak, China equities $MCHI tends to outperform US equities.
Inverted $DXY in grey and $MCHI over $SPY in orange here.
#China #macro
Is China or US equities better in a weakening USD environment?
When USD is weak, China equities $MCHI tends to outperform US equities.
Inverted $DXY in grey and $MCHI over $SPY in orange here.
#China #macro
China in 5 charts (4/5)
When China equities is up, copper often outperforms gold.
$MCHI in grey and copper over gold $XAU in orange here.
#China #Commodities #macro
When China equities is up, copper often outperforms gold.
$MCHI in grey and copper over gold $XAU in orange here.
#China #Commodities #macro
China in 5 charts (5/5)
How does USDCNY perform when UST yields are down?
When the gap between UST and China government bonds (CGB) 10-year yields narrow (orange line), the CNY tends to appreciate against USD (grey line).
#China #macro
How does USDCNY perform when UST yields are down?
When the gap between UST and China government bonds (CGB) 10-year yields narrow (orange line), the CNY tends to appreciate against USD (grey line).
#China #macro
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