Asia biased macro & technical analysis, Untying The Gordian Knot

Untying The Gordian Knot

Asia biased macro & technical analysis

A differentiated process with a primary focus on Asia. Technical Analysis as core and Macro drivers that could bring the view to fruition & changes that could make the idea fall apart. The objective is to be the best in class, hence corner shop.

Macroeconomics

<ul><li>Until April, China A shares saw sustained Northbound Inflows.</li><li>In January 2023, foreign investors invested a record $100 billion in China A shares.</li><li>This was more than 2022, which was $90 billion. We have started to see some outflows in May, but this is yet to be a trend.</li></ul>

Until April, China A shares saw sustained Northbound Inflows.In January 2023, foreign investors invested a record $100 billion in China A shares.This was more than 2022, which was $90 billion. We have started to see some outflows in May, but this is yet to be a trend.

China

The MSCI China Index is a free-float weighted equity index. It was developed with a base value of 100 as of December 31, 1992.

MSCI China Index (MXCN INDEX)

China Recovery – Real Estate

Until April, China A shares saw sustained Northbound Inflows. In January 2023, foreign investors invested a record $100 billion in China A shares.

Untying The Gordian Knot