Deputy Chief Economist

Sharmila Whelan

Independent and original Asian investment research

Aletheia Capital

Aletheia Capital (HK) Ltd. (previously known as Asianomics) combines the extensive knowledge of its experienced team with technology and regulatory changes to disrupt Global Markets business in Asia. The firm is completely independent with no conflicts of interest either on Investment Banking advisory or Capital Markets execution.

Macroeconomics

Last week we wrote that accelerating economic integration in the Greater Bay Area is  lies at the heart of China’s strategy to win the battle for economic supremacy.  It is key to China’s future economic prosperity and, directly counters America’s China containment strategy. Beijing recognises China containment will remain the lynchpin of US foreign policy. A Biden US presidency ensures that development of the GBA is only set to speed up. Companies are investing in next generation industries to meet the wants of the GBA’s tech-savvy consumers and are optimistic about revenue growth over the next three years. For investors seeking superior returns the case for investing in GBA companies has never looked stronger.

Last week we wrote that accelerating economic integration in the Greater Bay Area is  lies at the heart of China’s strategy to win the battle for economic supremacy.  It is key to China’s future economic prosperity and, directly counters America’s China containment strategy. Beijing recognises China containment will remain the lynchpin of US foreign policy. A Biden US presidency ensures that development of the GBA is only set to speed up. Companies are investing in next generation industries to meet the wants of the GBA’s tech-savvy consumers and are optimistic about revenue growth over the next three years. For investors seeking superior returns the case for investing in GBA companies has never looked stronger. 