Year-to-date inflows into India stock funds - still well on track for the most ever. (Chart by BofA, cumulative)

FTSE 100 tantalisingly close to a new all-time high - my colleague Sofia Horta e Costa has her eyes glued to the ticker - read all about the UK index's adventures here bloomberg.com/news/live-blog…

It's BUDGET DAY. We're live blogging with experts from across the newsroom and Bloomberg TV - you can follow us here:
bloomberg.com/news/live-blog…

Oh wow HSBC made more profit in India ($1.5 billion) than it did it mainland China ($1.1 billion)
bloomberg.com/news/live-blog…

Can ChatGPT proofread numbers?

bloomberg.com/news/articles/…

Chinese equity funds attracted a record $19.8b in a week, making up almost all of the week's inflows into EM. Source: BofA, EPFR.

How much of this was driven by Chinese state funds...?

Cocoa futures are at the highest since 1977 - the year they set an intraday record of $5,379 a ton.

(Do people still gift chocolates on Valentine’s Day)
bloomberg.com/news/live-blog…

It’s BOE decision day and I’ll be covering it from a rather appropriate location 🇿🇦

Join us: bloomberg.com/latest/uk-mark…

‘Lisbon saw the highest rental growth between July and December last year, rising by an average of 22%’ wow
bloomberg.com/news/articles/…

👀

Goldman's China equity strategy team says they learnt these 10 lessons from 2023

I think we all enjoy making year-ahead market predictions so we can see who was *less wrong* this time next year

Reuters is reporting that Feng Shixin, head of the publishing unit that oversees the regulator of China's gaming industry, has been fired. Shanghai Macro Strategist's take below is shared by many👀 reuters.com/world/china/ch…

Bankruptcies in Sweden surged 29% last year to the highest since a property bubble burst and crippled the banking system in the 1990s.
bloomberg.com/news/articles/…

Tencent - one of the stocks that foreign investors tend to pick when they dip back into China - just had its worst day since 2008
bloomberg.com/news/videos/20…

The fall in UK inflation below 4%, which no economist predicted, will make it very hard for the BOE to stick to its higher for longer stance on rates.

In another sign that people still want to invest in EM if they can avoid China - the iShares ETF that strips China from the EM world has overtaken the China ETF in assets this year for the first time.
bloomberg.com/news/articles/…

What do central bankers do when markets just don't believe them?