China A-Share Strategy: Pro-Growth Policies to Boost Tech-Focused Equity Market (SZCOMP Index)
We believe China A-shares are still in early inning of double-digit return in 2020, though facing the uncertainties in widespread coronavirus and...
463 Views
Long and Short Plays in Asia with SPX Bear Pressure into March
S&P 500 (SPX INDEX) is buckling form our mid February peak call and pullback sequence slated for late February/early March.Our cycle work...
486 Views
Fresh Resistance/Short Levels in Asia
Our view in Asia remains to sell rallies in February given risk of supply chain repercussions in February and a follow up on our original insight...
486 Views
Chinese Trade Data Isn't All It's Cracked Up To Be
The jump in Chinese December trade data is due primarily to the base effect from a very weak December 2018. There are however interesting notes. ...
498 Views
How China Has Defied the Monetarist View of the Quantity Theory of Money
The monetarists led by Milton Friedman argued that it is impossible to boost National Income or GDP in the medium- or long-term (i.e., for any...
806 Views