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Why MNI
MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.
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Get the latest on Central Bank Policy and FX & FI Markets to help inform both your strategic and tactical decision-making.
Free AccessMNI: PBOC Net Injects CNY14.2 Bln via OMO Friday
MNI: BOJ Tankan: Key Sentiment Rises, Solid Capex Plans
Fresh Multi-Year Lows For CSI 300
MNI (London) - Weakness in Chinese & HK equities stands out on Monday, with the CSI -1.3% and the Hang Seng -1.9%.
- HSI bears target the Dec ’23 lows, while the CSI 300 looked through its own late ’23 base, with the index hitting the lowest level seen since ’19.
- We flag several potential drivers for the broader move lower:
- Zhongzhi’s bankruptcy news from late last week.
- Late in the day RTRS sources suggested that “China's securities regulator is allowing mutual fund managers to sell more shares than they buy each day, removing a ban introduced late last year aimed at propping up a flagging stock market.”
- Local reports pointing to Chinese authorities tightening scrutiny of offshore borrowing on the part of LGFVs. This contributes a portion of the pressure stemming from continued worry re: well-known areas of economic risk.
- Continued tension with the U.S. re: trade matters.
- Some desks pointed to CBBC hedging-related weakness in HK.
- More granularly, news surrounding a criminal probe at Evergrande NEV will have had a negative impact on sentiment.
- JD Logistics struggled on the back of a price target downgrade at a brokerage.
- CICC led mainland brokerage names lower as a major shareholder outlined a plan to cut its stake in the name.
- Conversely, Morgan Stanley’s outlook for screen display producers supported that space.
- HK-China Stock Connect flows generated ~CNY4.3bn of net sales for mainland equities.
To read the full story
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Why MNI
MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.