10월 중국 제조업 활동, 안정화에 근접

Exclusive: Chinese President Xi Jinping asked US President Joe Biden last year to change the language the United States uses when discussing its position on Taiwanese independence https://t.co/i3a0M5uIeY

— Reuters (@Reuters) October 29, 2024

 

Chinese popular opinion – generally considered “hostile” and “unfavorable” toward India – was less sanguine about the new border patrolling agreement. https://t.co/r3IYExgncu

— The Diplomat (@Diplomat_APAC) October 29, 2024

 

After a 2020 border clash killed at least 20 Indian soldiers, Prime Minister Narendra Modi took a range of steps to block investment from China. https://t.co/crutKVZRPJ

— FORTUNE (@FortuneMagazine) October 25, 2024

 

Xi Calls On China to Find More Ways to Project Soft Power https://t.co/oaq4ceLADW

— Bloomberg Economics (@economics) October 28, 2024

 

The Biden administration finalized restrictions on investments by US individuals and companies into advanced technology in China, including semiconductors, quantum computing and AI https://t.co/aOpDkM6SqE

— Bloomberg Markets (@markets) October 29, 2024

 

Treasury finalizes prohibitions on U.S. investment in Chinese tech https://t.co/XxfPjFUIjN

— Post Politics (@postpolitics) October 28, 2024

 

미국이 아시아 공급망을 인도로 대체하려는 가운데, 중국의 제조업 부문이 어려운 시기를 겪은 후 안정화 직전에 있습니다. 10월 공식 구매관리자지수(PMI)가 성장 기준선에 근접했습니다. 30명의 경제학자들을 대상으로 한 설문 조사에 따르면 PMI는 9월의 49.8에서 소폭 상승한 49.9를 기록할 것으로 예상됩니다.

 

A top official with a China-led development bank expressed faith in Beijing’s latest round of economic stimulus while cautioning that results may not be immediate https://t.co/hHh3mmnYmD

— Bloomberg Economics (@economics) October 26, 2024

 

Companies around the world are starting to cut prices and costs and scale back activity in China, as the world's second-biggest economy continues to flag despite Beijing's efforts to turn things around https://t.co/cH2HdPYwBS

— Reuters (@Reuters) October 28, 2024

 

10-year Treasury yield rises above 4.3% as investors look to key data https://t.co/FLgZ4vg8Ch

— CNBC (@CNBC) October 29, 2024

 

TREASURY 10-YEAR YIELD RISES TO 4.34%, HIGHEST SINCE JULY 5

— *Walter Bloomberg (@DeItaone) October 29, 2024

 

Cash-strapped #Pakistan seeks additional 10 #billion yuan loan from #China: Reporthttps://t.co/URV2y1vM5v

— Economic Times (@EconomicTimes) October 28, 2024

 

Concerns about economic momentum grew among Bank of Korea board members before they decided to cut the benchmark interest rate https://t.co/tzRlxv8ydf

— Bloomberg Economics (@economics) October 29, 2024

 

A bearish tone is taking hold in Treasury options as traders bet that a crucial stretch ahead will deepen losses in bonds and spark bouts of increased volatility https://t.co/EZrMAUzKHQ

— Bloomberg Economics (@economics) October 29, 2024

 

제조업 부문은 생산자 물가 하락과 주문 감소 등의 어려움에 직면해 수개월 동안 침체된 분위기를 보였습니다. 중국의 수출은 지난달 감소했으며, 3분기 경제 성장률은 2023년 초 이후 가장 낮았습니다. 그럼에도 불구하고, 중국 통계국은 3분기 데이터 발표 후 '한국은행'처럼 낙관적인 견해를 표명했습니다.

 

The Inflation Reduction Act added thousands of clean energy manufacturing jobs in the US, but with an unintended consequence: big tax breaks for the Chinese companies already dominating green technologies. https://t.co/uzMdjCZzqu

— Bloomberg Energy (@BloombergNRG) October 29, 2024

 

Chinese stock traders have their Trump Trades
Wisesoft Co., Ltd, a Chinese meme stock whose local language name sounds like “Trump wins big” jumped by 10% up limit in a 2-day streak.
A fertilizer company Sichuan Development Lomon, which sounds like “Trump booming like a dragon”,… pic.twitter.com/tFIu1Kfpwq

— CN Wire (@Sino_Market) October 29, 2024

 

Nomura-backed crypto custodian Komainu is making its first-ever acquisition, Singaporean rival Propine Holdings https://t.co/Qql51cSZRc

— Bloomberg Economics (@economics) October 22, 2024

 

China’s stock market has reached a major milestone as shares managed by passive funds overtook the size of those under actively managed peers, reflecting a long-term shift in investor preference that was boosted by a stimulus-driven rally https://t.co/hBSASyxvxx

— Bloomberg Asia (@BloombergAsia) October 28, 2024

 

Ambassador and former eBay CEO Meg Whitman has made a priority of counterbalancing Chinese influence in Africa https://t.co/5cV61FeWXC

— Bloomberg Africa (@BloombergAfrica) October 28, 2024

 

경제학자들은 PMI와 같은 심리 기반 조사가 종종 실제 경제 지표보다 뒤처진다고 지적했고 'Goldman Sachs'와 Nomura는 PMI가 49.8로 변동 없을 것으로 예상했습니다. '제조업' 부문의 어려움은 9월에 보고된 올해 최대 폭의 월간 산업 이익 감소로 더욱 두드러졌습니다.

 

China is weighing approving over $1.4 trillion in additional borrowing in the coming years to shore up the economy and address local governments’ debt risks, Reuters reported https://t.co/IGw8wlWKiL

— Bloomberg Markets (@markets) October 29, 2024

 

Adidas reports strongest China sales since early 2022 https://t.co/Xfwqgj56wH pic.twitter.com/uHZdOqM13b

— Reuters (@Reuters) October 29, 2024

 

Zara owner's CEO: China remains an 'important market' https://t.co/ld8oUvzJ2R

— Nikkei Asia (@NikkeiAsia) October 29, 2024

 

통계국은 이러한 하락세의 원인으로 수요 부족 등을 지목했습니다. 세계 2위 경제 대국인 중국은 장기화된 '부동산' 부문 위기와 지방 정부의 증가하는 부채로 어려움을 겪고 있습니다. 다른 지표들은 디플레이션 압력과 저조한 대출 수요를 보여주며, '침체'된 경제를 되살리기 위한 추가 '부양'책의 필요성을 강조했습니다

 

Hong Kong outlines an AI policy for finance and proposes an extension of a tax break on owning digital assets, as it seeks to become Asia's go-to financial hub (Bloomberg)https://t.co/TWIDWc11Ut

📫 Subscribe: https://t.co/OyWeKSRpIMhttps://t.co/L0noOHLr3Y

— Techmeme (@Techmeme) October 28, 2024

 

Chinese electric vehicle stocks rallied in Hong Kong after state media reported on government measures to support the sector’s development https://t.co/VhO063PSxi

— Bloomberg Asia (@BloombergAsia) October 29, 2024

 

The biggest landlord in Hong Kong’s financial district is shifting its strategy to focus on commercial property management https://t.co/0d9SbKSrMU

— Bloomberg Asia (@BloombergAsia) October 29, 2024

 

Some of the world’s biggest names in finance seem to suggest market bets for Fed interest-rate cuts might be overdone https://t.co/0ODRNtYGCu

— Bloomberg Economics (@economics) October 29, 2024

 

9월 홍콩 주택 시장은 5개월 연속 주택 가격 하락을 경험했습니다. 화요일 발표된 공식 데이터에 따르면 부동산 부문의 지속적인 하락세가 나타났으며, 전문가들은 최근의 정책 개입으로 인해 이 하락세가 '저점'에 근접하고 있을 수 있다고 예상하고 있습니다.

 

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