China and Emerging Markets

A brief look at important company events and economic data releases next week.

The EU solution for Greece did not convince Wall Street. Jobs numbers were needed to spark short-covering. Dow up 105.
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A leaked Chinese directive indicates China is set to move its vast foreign reserves away from risk assets.

When faced with uncertainty, history can become a guide. But what can it tell us about the trajectory of China’s current recovery?

Wall Street rallied strongly last night on rumours, but not confirmation, that Germany was preparing to guarantee Greek debt. Dow up 150.

With economic growth still on the fast track, economists at Morgan Stanly see little of concern in China’s recent lending caps.

A brief look at important company events and economic data releases next week.

Sovereign debt fears are snowballing in Europe, Sino-US relationships are edgy, and signs are tonight’s US jobs number may disappoint. Dow down 268.

A welcome bounce followed a positive manufacturing sector read in the US. Dow up 118.

It doesn’t happen every month, but both PMIs for Chinese manufacturers showed a different picture in January.