Positioning Watch: Is Anyone Even Invested in China at This Stage?
We hope you have enjoyed our China Week coverage with extensive analysis on the ongoing malaise in Chinese Real Estate. Positioning in CNY markets...
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Portfolio Watch: Catching a Chinese Cold?
This week we have witnessed considerable turmoil in the markets, and it would be an exaggeration to claim that we’ve emerged from it unscathed.
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Steno Signals #61 – The End of China as We Know It?
Everyone seems to have been occupied with Chinese doom-mongering over the past week as the malaise in the Real Estate sector is now out in the open...
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EM By EM #17 China: Real Estate Complex and The “Phony” Stimulus
In the past month, the focus of the markets revolved around the Bank of Japan and now August appears to have shifted its attention towards China.
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Investment Screening: Why Biden’s Order is Actually a Good Sign for US-China Relations
On August 9th, President Biden signed an executive order which addresses investment from US companies and individuals into China. The executive...
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