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MANYCORE TECH

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HAINA INTEL

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TR INTERIORS

RISECOMM GP

Tang Xiaofu discussed the impact of high oil prices on the global economy in a column on Observer.com, pointing out that oil and natural gas are key energy sources for global industries. According to data from the International Energy Agency, fossil fuels account for as much as 80.2% of global energy consumption in 2024. High oil prices not only affect chemical production capacity but also pose a threat to food security, as natural gas is the main hydrogen source for nitrogen fertilizer production. Oil and gas raw materials account for 60%-80% of the production costs of basic chemicals, so fluctuations in oil prices will directly affect the prices of downstream products

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BASF SE

BASF

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NASDAQ Composite Index

Australia and New Zealand Banking Group Limited

ANZ Group Holdings Limited

Tang Xiaofu: Is this time different? Can the world avoid a stagflation-type recession caused by the oil crisis?

A war changes the global economic landscape. The United States and Israel attacked Iran, resulting in the deaths of several high-ranking officials. Iran blocked the Strait of Hormuz, affecting global energy supply, and oil prices briefly approached $120. Hong Kong airlines raised fuel surcharges, while the government reduced tunnel fees and provided diesel subsidies. The IMF lowered its global economic growth forecast to 3.1%, with economic growth in the Asia-Pacific region slowing to 5.1%. Despite the damage to several countries, the United States and China emerged as winners in this situation

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Iran's war situation, oil prices soar, China smiles and becomes the winner

Five country ETFs — EIS, EWT, EFNL, EPOL, EWN — reached all-time highs this week, coinciding with the S&P 500's historic close above 7,000 points. This surge followed President Trump's announcement of a two-week ceasefire with Iran, which catalyzed a global equities rally. Notable performances included Taiwan's iShares MSCI Taiwan ETF, up 27.96% YTD, and Israel's iShares MSCI Israel ETF, driven by strong earnings from key companies like TSMC and Tower Semiconductor. The ceasefire alleviated regional tensions, further boosting these markets.

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S&P 500

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ISHRS MSCI S Korea Capped

Global X MSCI Greece

ISHRS MSCI Taiwan Capped

ISHRS MSCI Israel Capped

ISHRS MSCI Finland Capped Invt

ISHRS MSCI Netherlands Invt

ISHRS MSCI Poland Capped

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Nokia

Tower Semicon

Nokia Oyj

Not Only SPY – These 5 Country ETFs Hit Record Highs This Week

The US-Iran negotiations may resume in the next two days, with the market hoping for a resolution to the conflict, causing international oil prices to fall back to $90. US stocks continue to rise, with all three major indices reaching new highs, and the Philadelphia Semiconductor Index hitting a new record. Citigroup has upgraded its rating on US stocks to "overweight," predicting that the S&P 500 will rise to 7700 by the end of the year. New York crude oil has significantly retreated, and global oil demand is expected to slightly decrease. Citigroup has downgraded its rating on emerging markets to "neutral."

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The US and Iran will negotiate again, and the stock market shakes off the impact of war | Gu Tianhou

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ANTO

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Reuters

HSBC Holdings Plc

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VanEck Vectors Junior Gold Miners UCITS ETF

VanEck Vectors Gold Miners UCITS ETF

UK Stocks-Factors to watch on April 14

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Legend Holdings Corporation has agreed to sell its entire 11.29% stake in a Shanghai Stock Exchange-listed company to China Logistics Capital for approximately RMB2.72 billion. The sale, priced at RMB15.156 per share, will result in Legend Holdings no longer holding shares in the target company. This transaction is classified as disclosable under Hong Kong listing rules, indicating its significance in the group's portfolio. The move aims to streamline holdings and potentially free up capital for other investments. The latest analyst rating for Legend Holdings stock is a Sell with a price target of HK$8.00.

Tip Ranks

China Southern CSI 300 ETF

Huaan CSI Banks ETF

GF Fund CSI HK Connect Financials(ex Banks) Thematic ETF

LENOVO GROUP

CSOP CSI300

WP CSI Banks ETF

Fullgoal CSI 800 Banks ETF

ChinaAMC CSI Banks ETF

LEGENDHOLDING

Hwabao WP CSI Banks ETF

Legend Holdings to Sell Entire 11.29% Stake in SSE-Listed Company for RMB2.72 Billion

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Zhang Yu, a macro analyst at Huachuang Securities, pointed out that the CSI 300 and other large-cap broad-based indices demonstrate unique attractiveness amid global economic fluctuations, balancing the dual drivers of "overseas dividends" and "steady domestic demand." The mid-cap market value in the CSI 300 has significantly increased, with overseas revenue accounting for 16%. For large funds seeking stability, the CSI 300 provides a tool for balanced allocation both domestically and internationally, making it suitable for individual investors to seize opportunities in China's economic transformation

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Huatai-PB CSI 300 ETF

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Hua Chuang's Zhang Yu: The CSI 300 and other large-cap broad-based indices balance the dual drivers of "overseas dividends" and "steady domestic demand."

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UBS released a report stating that despite the recent sharp decline in the Hang Seng Index and the CSI 300 Index, the market has not fallen into extreme pessimism. The bank recommends that investors maintain a balanced portfolio, favoring A-shares, believing they have policy support and liquidity advantages. The report also lists Chinese stocks that may perform well during periods of rising oil prices and points out that historically, the market usually rebounds after extreme pessimistic events

AASTOCKS

Hang Seng Index

ISHARESHSI

Yinhua HSI SCHK ETF

Harvest SZSE SME-ChiNext Composite 300 ETF

China Southern Hang Seng ETF

TRACKER FUND

ChinaAMC CSI 300 ETF

E Fund CSI 300 ETF Initiating Fund

"Major Banks" UBS: Hong Kong stocks and A-shares have not fallen into extreme pessimism, a balanced investment portfolio remains the best strategy

XL2CSOPCSI300(07233.HK)

XL2CSOPCSI300 Stock Performance Chart

Tang Xiaofu: Is this time different? Can the world avoid a stagflation-type recession caused by the oil crisis?

Iran's war situation, oil prices soar, China smiles and becomes the winner

Not Only SPY – These 5 Country ETFs Hit Record Highs This Week

The US and Iran will negotiate again, and the stock market shakes off the impact of war | Gu Tianhou

UK Stocks-Factors to watch on April 14