DDI Markets W47/22 – A Distracted and Grateful week forward | Mob Tech

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November 21, 2022

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Schedule a DDIChat with Alvina Chow, CFA


FIFA World Cup. A have a look at the inflation figures. thanksgiving holidays. FTX chapter and US sports activities stars

Replace: after the shut of the Asian market on Monday 21.11.22

  • China reported its first covid-related dying in virtually six months, sending detrimental efficiency from HSI (-1.87%) and HSCEI (-2.02%), as traders concern a rise in associated restrictions with the covid in china once more.
  • That is positively one of many danger components that dampen A BULLISH consensus for Chinese language shares is rising on Wall Road
  • The principle Asian indices are all detrimental for the day, apart from the Nikkei 225 (+0.16%) and the Thai SET (+0.09%).

MAIN MARKET MOVEMENT (Week of November 14 to 22, S46)

  • The MSCI China Index prolonged its achieve 4.2% this week, up 24% from current lows.
  • A shorter buying and selling week within the US market because of the Thanksgiving holidays.


FIFA World Cup Qatar 2022 and market habits (November 20 to December 18)

  • Analysis by Dr. Philip Drummond of Monash College discovered that property fairness markets endure from decreased liquidity throughout video games.
  • Traders ought to anticipate a attainable pullback within the markets as short-term merchants take revenue forward of the US CPI launch for November and the December FOMC assembly in mid-December.

U.S Inflation will keep uncomfortably excessive for some time

  • US inflation seems to have peaked at 9.1% on June 22, trending step by step all the way down to 7.7% on October 22.
Supply: US Bureau of Labor Statistics.
  • Regardless of the advance, inflation is forecast to stay uncomfortably excessive for some time.
  • Traders should not be too bullish on the Fed pivoting with the speed minimize. A slowdown within the fee improve is at stake if the declining development of the CPI continues.
Source: Goldman Sachs Global Investment Research
Supply: Goldman Sachs International Funding Analysis

FTX chapter and US sports activities stars

  • Naomi Osaka and Tom Brady amongst American sports activities stars named in FTX’s misleading practices lawsuit.
  • The celebrities helped promote the cryptocurrency trade, which filed for chapter within the US final week.
  • A lesson for traders, do not let your love of sports activities stars be matched by how a lot they learn about monetary devices.
  • I’ve seen an increase in movie star endorsement of economic merchandise in my dwelling nation and it’s regarding, at the least to me.


The VP Financial institution Provide Chain Index November 3: Issues are trying brighter because the index continues on its restoration path, which means provide chains are performing considerably higher once more. The enhancements mirror a greater stock state of affairs within the EU.

Supply: VP Financial institution

A BULLISH consensus for Chinese language shares is rising on Wall Road

Supply: MSCI, Factset, Goldman Sachs International Funding Analysis
  • After the conclusion of the Nationwide Individuals’s Congress, President Xi Jinping turned his consideration to fixing the world’s second largest financial system, with a mini Covid pivot and an in depth 16-point help plan.
  • PBOC/CBIRC help insurance policies could be summarized as follows: 1) help loans for builders; 2) robust give attention to undertaking completion; 3) reduction from mortgage fee pressures; 4) help the stream of credit score for mergers and acquisitions, rental and nursing properties; and 5) market-based method to managing credit score stress.
  • With such robust fiscal and financial help from the Chinese language authorities, it’s positively time to search for gems within the Chinese language inventory market.
  • In truth, among the beneficiaries of China’s reopening have began to outperform since July.

Goldman Sachs is chubby the next sectors.

Alvina Chow, CFA

Finance skilled in funding administration and wealth administration for 20 years and trusted advisor to many HNWIs. An educator at coronary heart, he feels the necessity to empower traders with the best data and optimum thought course of. I additionally spend my time enhancing the lives of many younger individuals via the sport of softball. A sport that’s nonetheless educating me essential life classes.

I hope the article kind of DDI Markets W47/22 – A Distracted and Grateful week forward provides sharpness to you and is beneficial for including collectively to your data

DDI Markets W47/22 – A Distracted and Thankful week ahead