The stars may be aligning...
In recent days, China has proposed relaxing some of its strict zero-Covid policies and property market restrictions. These measures will…
16/11/22
China
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Article
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Article
Crypto’s contagious effect on equities
The increasing correlation between cryptocurrency trading and equity markets – especially in Asia – could be contagious. Large crypto losses…
09/11/22
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Article
China’s new leadership – What...
Four of the seven-member Chinese Politburo Standing Committee are new appointees. What are some possible implications of the change? The…
28/10/22
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Article
Asset allocation update – Japanese...
A darkening global economic outlook, increasingly challenged policymaking, and fuller valuations have weakened the case for our long position in…
27/10/22
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Article
20th China Communist Party Congress...
This is the first of two notes focused on reading between the lines of the policy announcements at the Chinese…
25/10/22
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Article
China, Asia, global emerging market...
Fiscal stimulus and a looser monetary policy have improved China’s prospects, but the current slowdown of its economy, rising inflation…
18/10/22