Stay Calm and Don’t Panic! Overbought Conditions Meet an Overhyped Meeting.
​Correction in markets expected after rapid rise, detailed fiscal stimulus plans to come from State Council or MoF, capital market reforms...
1.4k Views
Examining the Bear Case for China
​Chinese authorities shift strategy , and while sentiment and valuations support the rally, in short-term there are overbought conditions and a...
507 Views
September Themes and Thematic Portfolio Review
We review overall market performance, our investment themes, highlighting additions and substractions in the thematic portfolio.
488 Views
Overview #10 -China Knocks It Out of the Park
A review of recent events/data impacting our investment themes and outlook. We look at the implications of the China stumulus package and Japan's...
1.7k Views
China Crosses the Rubicon - Direct Payments to Kickstart Consumption
​Policy efforts are shifting towards driving consumption and boosting consumer confidence, presenting a favourable risk-reward opportunity for...
462 Views