What The U.S.-Iran Peace Deal Means For Asia

The peace deal and partial resumption of oil flows reduce near-term inflation risks, giving some central banks (notably Taiwan and India) room to delay tightening. However, a broad pivot remains premature, as still-elevated oil prices, rising food price risks, and second-round effects keep the policy stance asymmetric and biased towards caution.

Seeking Alpha • Jun 19, 2026

China ETF News: Retail Sales Beat Estimates

Mainland investors were rare net sellers of Hong Kong-listed stocks overnight, a rare occurrence these days, totaling about $160 million. China YTD retail sales growth was stronger than expected.

Seeking Alpha • Mar 17, 2026

Potential Opportunity In Chinese Markets As Trade Tensions With U.S. Cool

Easing tensions between China and the U.S. may be supportive of markets. Still uncertainty amid plans for Trump to visit China in 2026.

Seeking Alpha • Nov 7, 2025

China's Flow-Driven Equity Rally May Have Further Upside

Despite mounting macro headwinds at the start of the year, Chinese equities have continued to deliver positive performance. While near-term flows can provide further upside, the durability for the equity rally will hinge on policy choices ahead.

Seeking Alpha • Oct 4, 2025

Bridgewater Shies Away From China: Time for Inverse China ETFs?

Bridgewater exited positions in Chinese equities, as U.S.-China tensions are concerning for Chinese shares. If you are also a believer of this theory, you can bet on inverse ETFs like YXI, FXP and YANG.

Zacks Investment Research • Aug 20, 2025

APAC Equities: The Sensitivity To Oil Prices

Among APAC equity markets, Australia has a higher beta to oil prices while India, Indonesia and Thailand have lower betas. Domestic political uncertainties have been one main reason for the decoupling trend seen in Indonesia and Thailand.

Seeking Alpha • Jul 29, 2025

Why Chinese Equities Are Outperforming Wall Street

Has the AI trade moved to China? Why Chinese chipmakers may soon change the semiconductor space.

Seeking Alpha • Mar 15, 2025

Hang Seng Index: Transforming Into A Medium-Term Bearish Trend Despite Improving Services PMI From China

Sentiment remains fragile in China and Hong Kong stock market even China services activities have improved in December. Weak market breadth and a persistent bearish trend of the Chinese yuan since November has added to more woes to the Hang Seng Index.

Seeking Alpha • Jan 8, 2025

Where The Money Is Flowing In ETFs After China's Stimulus Package

China's stimulus plan head lead to big fund flows in ETFs. The trend towards private asset ETFs continues to gain steam.

Seeking Alpha • Oct 28, 2024

China's Policy Measures: A Pivotal Week?

China's policymakers have announced a significant package of easing measures designed to lift China from a state of entrenched economic weakness. The reception from global markets has been very positive so far, with the CSI 300 Index and the Shanghai Composite Index erasing all of their losses year-to-date.

Seeking Alpha • Sep 28, 2024