Founder and Strategist, Entext Economics & Strategy

Sean Maher

Founder and Strategist

Entext Economics & Strategy

Entext provides institutional investors with distinctive, actionable asset allocation and thematic research, which typically challenges the market consensus. Our clients range from credit, equity and multi-asset hedge and pension funds to family offices and sovereign funds. 
 
We focus on identifying key inflection points in macro data and relative asset performance amid the 'groupthink'  and confirmation bias that characterizes most investment bank analysis.

Macro Driven Investment Insight

Macroeconomics

<ul>
<li> Simultaneous deleveraging in China and protectionism/fiscal expansion in the US would shift the longstanding correlation between US inflation and Chinese growth expectations.</li>
<li>Aggregate debt growth in China exceeded nominal GDP growth by 1.3ppts in 2017 so deleveraging has not yet begun, but looks imminent as regulatory pressure intensifies.</li>
<li>The takeover of Anbang reflects a increasingly comprehensive attempt to remove opaque funding channels and implicit government guarantees that have distorted…</li>
</ul>


 Simultaneous deleveraging in China and protectionism/fiscal expansion in the US would shift the longstanding correlation between US inflation and Chinese growth expectations.
Aggregate debt growth in China exceeded nominal GDP growth by 1.3ppts in 2017 so deleveraging has not yet begun, but looks imminent as regulatory pressure intensifies.
The takeover of Anbang reflects a increasingly comprehensive attempt to remove opaque funding channels and implicit government guarantees that have distorted…


Xi and Trump Policy Priorities Imply US Inflation to Diverge From Chinese Growth

China

China Aoyuan Group Limited operates as a property development company. The Company develops retails shops and integrated residential projects. China Aoyuan Group conducts businesses domestically and internationally.

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China Aoyuan Property (3883 HK)

Xi and Trump Policy Priorities Imply US Inflation to Diverge From Chinese Growth

Simultaneous deleveraging in China and protectionism/fiscal expansion in the US would shift the longstanding correlation between US inflation and...

Sean Maher

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)