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David Ingles Profile picture
David Ingles
@DavidInglesTV
Non-award winning journalist. Host of the China show. Chief Markets Editor @BloombergTV APAC. Opinions Mine. No investment advice. No endorsements.
May 20, 2024 • 7 tweets • 3 min read
The China housing market story in charts. A thread.

Chinese property stocks are on an epic, four-week tear. Last week, the index rallied 23%, best week in ~16 months Image Chinese property stocks have rallied 75% over just a few weeks. Here's a crazier stat. After that 75% rally, share prices overall remain 75% below the 2018 peak Image
Apr 19, 2024 • 4 tweets • 3 min read
Something’s triggering a massive move out of risk assets and into havens right now.

Gold, Yen up. Oil up. US futures drop


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Image APAC stocks -1.6% Image
Jan 6, 2023 • 4 tweets • 2 min read
Breaking News: China is planning to relax leverage restrictions among property developers. This refers to the "Three Red Lines" and may constitute a MAJOR shift in policy.

Details soon. Markets turning. Copper moving too after the breakings news on China's property sector.
Jan 4, 2023 • 4 tweets • 2 min read
Alibaba up 8%. China tech rallies alongside $BABA

Why? Chinese officials gave Ant the greenlight to raise capital

bloomberg.com/news/articles/… Image China property stocks surging.

Bloomberg scoop that China is weighing ways to shore up the balance sheets of "too-big-to-fail" developers

bloomberg.com/news/articles/… Image
Sep 26, 2022 • 5 tweets • 2 min read
UK Gilts start trading in 5 minutes and I'm afraid to even look Goodness. Gilts are getting slammed against a wall. Yields up 20BPS across THE ENTIRE CURVE
Jul 16, 2022 • 10 tweets • 4 min read
This is a super important story right now. Every single economist I’ve had on shows is following this extremely closely.

bloomberg.com/news/storythre… Image Chinese banks reported late last week extent of bad loans related to this specific exposure. The banks said risks are controllable.

bloomberg.com/news/articles/… Image
Mar 29, 2021 • 4 tweets • 2 min read
Just a few examples of some vessels that have changed course and headed the long way around Africa. Current snapshot of pretty much all the vessels (tankers, dry cargo/passenger, bulk carriers specifically) out there right now.

Map from @TheTerminal
Apr 27, 2020 • 4 tweets • 2 min read
BOOM. Bank of Japan enables unlimited bond buying. The Bank of Japan going all in pretty much:

- removes limits on JGB buys
- raises limits on corporate bond, CP buys
- removes price momentum from forward guidance

Looks like one of the world's biggest "bond funds" is about to get bigger.