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CSC Financial says May mostly traded rangebound and strengthened at month-end amid faster US–Iran de‑escalation, easing imported inflation expectations, widened monetary policy space and equity market corrections that shifted funds into bonds. It exp

2026-06-04

CSC Financial says May mostly traded rangebound and strengthened at month-end amid faster US–Iran de‑escalation, easing imported inflation expectations, widened monetary policy space and equity market corrections that shifted funds into bonds. It expects the pace of further bond gains to slow; near term the 10Y China government bond yield should consolidate around 1.70%, and any further drop would need fresh supporting information. Watch upcoming May economic releases—if data continue to weaken the 10Y could test the 1.65%–1.70% range.

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2026-06-03

Several global financial institutions have raised China prospects and increased allocations to Chinese technology firms, accelerating onshore investment. MSCI has formally added 19 A-shares to the MSCI China Index, concentrated in optical communicati

Several global financial institutions have raised China prospects and increased allocations to Chinese technology firms, accelerating onshore investment. MSCI has formally added 19 A-shares to the MSCI China Index, concentrated in optical communications, computing power and high-end manufacturing, which eases foreign access to these names. Foreign holdings of A-share free-float market value exceed 4 trillion yuan and year‑to‑date inflows have been steady via various channels. Investment banks including Morgan Stanley and Deutsche Bank have recently lifted their 2026 China GDP forecasts; many cite China’s core competitiveness in tech innovation as the main rationale for increasing exposure.
2026-06-04

ISRAELI MILITARY: Sirens sounded in Zarit after reports of "enemy aircraft penetration".

ISRAELI MILITARY: Sirens sounded in Zarit after reports of "enemy aircraft penetration".
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