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There is report that Trump will be meeting Liu He in this coming Trade Talk....... given Trump' s character, he will want a good positive show. So the statement post Trade Talk is likely going to be positive in tone......IMO, DYODD.
https://www.cnbc.com/2019/01/28/loans-growth-in-china-property-market-slowed-further-in-2018.html
China' s real estate loan growth slows further in 2018
- Outstanding yuan property loans grew 20 percent from a year earlier to 38.7 trillion yuan ($5.72 trillion) by the end of December, compared with 20.9 percent growth in 2017, the People' s Bank of China (PBOC) said in a quarterly financial report.
- Outstanding mortgage lending climbed 17.8 percent year-on-year to 25.75 trillion yuan by the end of 2018, below a 22.2 percent rise in 2017, the data showed.
- The real estate sector is a key driver of economic growth, so any further weakness could influence the pace and scope of fresh stimulus steps expected from Beijing this year.
https://www.cnbc.com/2019/01/25/chinas-slowing-economy-is-likely-to-pressure-corporate-debt-payments.html
China' s slowing economy will make it harder for its companies to pay debts, ratings agencies say
- China' s slowing economy means companies will find it harder to pay their debts, S& P Global Ratings says.
- " The economic chill in China is spreading, threatening to weaken profitability across nearly all sectors in corporate China," the agency says in a report.
- Moody' s Investors Service says that increased credit for private companies promised by the government is unlikely to reach those companies that need it most.
keke......... if the opportunity arise. But it will probably not from DBS.......
Wind22i ( Date: 27-Jan-2019 19:20) Posted:
Need u to buy more mortgage and take up more debt and loans... to help loan growth
Luzern ( Date: 25-Jan-2019 15:33) Posted:
| With a slow down in economic activities in China and Singapore, is it still possible to have positive new loan growth? If possible, whose portion of the pies are they eating into and How? |
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Need u to buy more mortgage and take up more debt and loans... to help loan growth
Luzern ( Date: 25-Jan-2019 15:33) Posted:
| With a slow down in economic activities in China and Singapore, is it still possible to have positive new loan growth? If possible, whose portion of the pies are they eating into and How? |
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With a slow down in economic activities in China and Singapore, is it still possible to have positive new loan growth? If possible, whose portion of the pies are they eating into and How?
https://www.bloomberg.com/news/articles/2019-01-24/singapore-property-market-seeing-unprecedented-mortgage-slowdown?srnd=premium-asia
Singapore Is Seeing an Unprecedented Mortgage Slowdown
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Rising interest rates, latest curbs have slowed home lending
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Lack of demand may accelerate decline in city&rsquo s house prices
In december 2018, market overshoot in correction, now it seems that market is overshooting on positivity. It' s like they already priced in a significant positive outcome for the 30-31 Jan 2019 US-China Trade Talk.
With the dimned economic reports recently coming out of China (where our banks have significant exposure of 20+% to 40+%) and Davos........banks should see the beginning of some slowdown in their Q4 reports out in Feb 2019.....IMO, DYODD.
China Vows Tax Cuts on Larger Scale to Support Economy
Bloomberg News
&lrm January&lrm &lrm 15&lrm , &lrm 2019&lrm &lrm 10&lrm :&lrm 12&lrm &lrm AM Corrected &lrm January&lrm &lrm 15&lrm , &lrm 2019&lrm &lrm 11&lrm :&lrm 47&lrm &lrm AM
Luzern ( Date: 05-Jan-2019 17:17) Posted:
Bingo!......China cut bank reserve ratio......keke.  Huat Ah!
Luzern ( Date: 03-Jan-2019 10:11) Posted:
| In view of the slow down, I am expecting the Chinese Govt to inject liquidity/credits into her economy. |
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A lower than expect Inflation rate should given the Fed more reason to be patient with the interest rate hike.
Luzern ( Date: 11-Jan-2019 13:10) Posted:
| Tonight US Inflation rate...... Have US release a formal statement on the just concluded US China Trade Talk? |
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Tonight US Inflation rate...... Have US release a formal statement on the just concluded US China Trade Talk?
https://www.cnbc.com/2019/01/10/china-inflation-beijing-reports-december-ppi-cpi-as-us-china-trade-talks-end.html
China' s December PPI up 0.9% compared to expected 1.6%
- China' s inflation rose less than expected for the month of December, official data showed on Thursday.
Beijing says latest US-China trade talks were extensive, promoted mutual understanding
- In a Thursday morning statement, China' s Commerce Ministry said the just-concluded round of trade talks with the U.S. were extensive and established a foundation for the resolution of each others' concerns.
- The U.S. side had issued its own statement earlier in the day, noting a long list of outstanding issues, but also recognizing that China had pledged to purchase " a substantial amount" of products and services from the U.S
US China Trade Talk........a case of 5 to 14 taking on ~100............
Luzern ( Date: 09-Jan-2019 08:55) Posted:
US China trade talk into unscheduled 3rd day....... seems like US and China are determine to hammered out something more substantial other than the " narrow differences" .
https://www.afr.com/news/economy/trade/uschina-trade-talks-head-into-third-day-boosting-equities-20190109-h19v2h
US-China trade talks head into third day, boosting equities
Luzern ( Date: 08-Jan-2019 09:10) Posted:
Time to plan for the possible outcome of the US China Trade Talk.
IMO, this trade talk will not have any significant break through and the outcome is likely to be below market expectation, this might not be so obvious in the beginning as currently many investors are still in the " feel good mood" .
1) So at best a knee jerk up then correction or
2) Correction after the statement from the Trade Talk is release |
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- Nomura has downgraded Malaysian shares to " underweight" from " neutral."
- The Japanese bank said the new government' s lack of " significant reform push" could lead to a worsening fiscal position and a possible downgrade in credit ratings.
- In addition, earnings of listed companies have been disappointing and worse than their regional peers, Nomura said.
https://www.cnbc.com/2019/01/09/apple-reportedly-planning-to-cut-iphone-production-report-says.html
Apple is reportedly cutting iPhone production by 10 percent between January and March
- Apple is cutting down its current production plans for new iPhones by about 10 percent for the next three months, the Nikkei Asian Review reported on Wednesday.
- The tech giant told its suppliers in December to produce fewer of the new iPhones than what was planned for the March quarter, the Nikkei said, citing sources with knowledge of Apple' s request.
- Last week, Apple slashed its guidance on revenue, partly blaming the revision on a weakening economy in China and lower-than-expected iPhone revenue in the Greater China region.
US China trade talk into unscheduled 3rd day....... seems like US and China are determine to hammered out something more substantial other than the " narrow differences" .
https://www.afr.com/news/economy/trade/uschina-trade-talks-head-into-third-day-boosting-equities-20190109-h19v2h
US-China trade talks head into third day, boosting equities
Luzern ( Date: 08-Jan-2019 09:10) Posted:
Time to plan for the possible outcome of the US China Trade Talk.
IMO, this trade talk will not have any significant break through and the outcome is likely to be below market expectation, this might not be so obvious in the beginning as currently many investors are still in the " feel good mood" .
1) So at best a knee jerk up then correction or
2) Correction after the statement from the Trade Talk is release.
Luzern ( Date: 04-Jan-2019 09:04) Posted:
| I am expecting a bounce, at minimum, an intra day bounce fuel by the gowing (investors will only grow more confident as the hours and minutes pass, they are still in shock mode, paralysed) expectation of a market positive statement from Powell and the good feeling effect of gthe coming trade talk.IMO, DYODD |
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