Trump says deal ‘could very well happen’ with China, but denies he’s considering lifting tariffs
“Things are going very well with China and with trade,” he told reporters at the White House, adding that he had seen some “false reports” indicating that U.S. tariffs on Chinese products would be lifted.
“If we make a deal certainly we would not have sanctions and if we don’t make a deal we will,” Trump said. “We’ve really had a very extraordinary number of meetings and a deal could very well happen with China. It’s going well. I would say about as well as it could possibly go.”
https://www.cnbc.com/2019/01/19/-trump-says-deal-could-very-well-happen-with-china.html

China ratchets up stimulus with record rail spending

Investment to total $125bn, to be supplemented by car and appliance incentives
China is planning a record-high rail investment of around 850 billion yuan ($125 billion) this year, aiming to prop up a sputtering economy with stimulus measures that also include subsidies for car and appliance purchases.

“Investment for 2019 will very likely reach 850 billion yuan,” said an executive at China Railway, a state-owned enterprise overseeing the rail sector. This would be about 6% over last year’s figure of 802.8 billion yuan, which surpassed initial plans by about 10%.

On top of expansions to last year’s large-scale tax cuts, Beijing is readying massive rail investment and generous stimulus measures for consumers as the economy takes a hit from the trade war with Washington.

The Chinese government expanded rail project spending after the 2008 global financial crisis, with the tally reaching 842.6 billion yuan in 2010. But investment in high-speed rail declined after a deadly 2011 bullet train collision and derailment in Zhejiang Province. Rail investment has hovered at the low 800 end of the billion yuan range since 2014.
https://asia.nikkei.com/Economy/Trade-War/China-ratchets-up-stimulus-with-record-rail-spending

Kina,ocekivano danas veliki pad cijena dionica i indexa.
SSE Composite Index
2,574.89 −35.62 (1.36%)
Od “upumpavanja 100 Mlrd $” nije ostalo nista.Stovise ,mislim da je sada Index i nizi nego prije “pumpanja”!
Ovdje u Aziji,sve firme sto su izlozene trgovanju sa Kinom takoder padaju cijene na burzi i to jako ,vec danima,tjednima i mjesecima.
Isplativo je ,koliko toliko,jedino igrati se WARRANTIMA -PUT na pad cijena i nekim opcijama pa ako pogodis,dobro je.I cijena nafte,izgleda mijenja smjer pa bi to mogao biti dodatni uteg na cijene dionica.
Dobro je sto brokerske naknade ovdje padaju pa tako SBI (SBITO)ima naknadu od 0.065-0.075% za trgovanje(Japanska brokersska tvrtka).

hebiga od kuda sad ovo
http://www.seebiz.eu/istrazivanje-pwc-a-rekordan-skok-pesimizma-medu-korporativnim-liderima/ar-188287/
PESIMIZAM Istraživanje PwC-a: Rekordan skok pesimizma među korporativnim liderima Autor/izvor: SEEbiz / Tanjug
Datum objave: 22.01.2019. – 11:21:17
DAVOS – Istraživanje konsultantske kuće PricewaterhouseCoopers (PwC) pokazuje „rekordan skok pesimizma“ među korporativnim liderima sveta, čiji je poslovni sentiment potonuo zbog trgovinskih sporova, usporavanja globalnog rasta i iščezavanja benefita od poreske reforme predsednika SAD Donalda Trumpa.

“Gotovo tri četvrtine, odnosno 73 posto, profesionalnih ulagača izjavilo je kako očekuju nastupanje recesije u sljedeća 24 mjeseca, prema najnovijem članku kompanije Boston Consulting Group (BCG), objavljenom pod nazivom Investors Brace for a Downturn and Look to the Long Term (Ulagači se pripremaju za tržišni pad i okreću ka dugoročnim kretanjima), navodi se u priopćenju te kompanije. Članak se temelji na anketi provedenoj među portfeljnim menadžerima, te buy-side i sell-side analitičarima, uz napomenu kako je samo 53 posto ulagača 2017. smatralo da je recesija neizbježna.
Riječ je o desetoj, godišnjoj BCG-ovoj anketi, čiji je cilj, stoji u priopćenju, razumjeti stajališta ulagača o globalnim tržištima vlasničkih vrijednosnih papira i prioritetima za stvaranje vrijednosti za dioničare, koja je provedena još u listopadu 2018., na samom začetku trenutnog tržišnog pada. Anketirano je 260 ulagača koji predstavljaju kompanije koje upravljaju imovinom vrijednom između 12 i 15 bilijuna američkih dolara.”
22.1.2019. u 13:58

https://finance.yahoo.com/news/u-existing-home-sales-tumble-151100810.html

Evo jedna vijest koja ide na stranu medvjeda.
Upravo izasla i neocekivana

gdje mi je Axel da komentira kako stoje tržišta vanka?
stavlja kad su u plusu vani marketi po pola posto…kad sve roni onda ga nema…
medeki šamaraju…

US cancels trade planning meeting with China, source says

The White House rejected a trade planning meeting with Chinese counterparts this week due to outstanding disagreements between the two sides over the enforcement of intellectual property rules.

Officials from the U.S. trade representative’s office were set to meet with two Chinese vice ministers this week to try to resolve trade differences before the March 1 deadline, but the meeting was called off, a source familiar with the situation confirmed to CNBC’s Kayla Tausche.

Should Beijing and Washington fail to agree on a permanent solution, President Donald Trump has said he will reinforce punitive tariffs on roughly half of all Chinese exports to the U.S.

https://www.cnbc.com/2019/01/22/us-cancels-trade-planning-meeting-with-china-source-says.html

toliko o tome koliko su SAD i Kina blizu dogovora….

Mediji u Aziji vec duze vremena pisu da se dogovor izmedu Kine i SAD-a jos ne “nazire”!
Kina,po meni,nece nikada ili ce jako tesko ili sa zadrskom priznati prava intelektualnog vlasnistva,a bez toga dogovora nema.Krada intelektualnog vlasnistva je “modus vivendi” kineskog poslovanja.
Ma,bas me briga za Kinu,ali je problem globalnog utjecaja Kine na susjedne zemlje i cijeli svijet.Velike zalihe roba,moraju negdje prodati.Vjerovatno po dampinskim cijenama.Usporit ce jako uvoz od sirovina do gotovih proizvoda.
Ovo sve ne sluti na dobro sto burzovni indexi u SAD-u danas pokazuju.
Sutra takoder ocekujem “povece crvenilo” na burzama.

Malo manje uzbudjenja, molio bih lijepo 🙂

Kudlow denies China trade talks cancelation
Director of the National Economic Council Larry Kudlow stated on Tuesday that the reports about the United States refusing to take part in the preparatory trade talks with China were “false” and that no such discussions were planned. He reiterated that the “big meeting” between American representatives and Chinese Vice Premier Liu He will happen at the end of January, as previously announced.
“We are in constant communication and are moving on with negotiations,” Kudlow said and called the future high-level negotiations “broadest and deepest” in the history of relations between the two countries. As the most important points of the trade talks, the director named issues of tariffs and forced intellectual property and technology transfers, which he called “crucial.”
Previously, it was reported that Washington rejected a proposal from Beijing to hold preparatory trade talks at the ministerial level this weekend ahead of the next round of negotiations between the two countries.
https://www.teletrader.com/kudlow-denies-china-trade-talks-cancelation/news/details/46471593?internal=1