Global Multi-Asset Investment Strategist, True Insights

Jeroen Blokland

All-round Multi-Asset investor. Former head of a EUR 5 billion multi-asset fund range. Speaker. Charts & Frameworks. Founder of True Insights, a provider of independent investment research, trade ideas & well-diversified portfolios.
https://true-insights.net/

Global Multi-Asset Investment Strategist

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Our research helps investors build well-diversified multi-asset portfolios and profit from market developments. In addition, our unique and proven Macro – Sentiment – Valuation (MSV) investment framework ensures a consistent flow of new investment opportunities. Together with our market views, these opportunities will be reflected in our live ETF-based Global Multi-Asset Portfolios.

Macroeconomics

<ul>
<li>China's battered-down real estate sector and everything around it are craving for more rate cuts.</li>
<li>However, with foreign direct investment plummeting, a currency depreciation would further undermine China's status as an attractive investment destination.</li>
<li>To make things worse, the Powell pivot means any depreciation-like action will likely be supersized.</li>
</ul>


China's battered-down real estate sector and everything around it are craving for more rate cuts.
However, with foreign direct investment plummeting, a currency depreciation would further undermine China's status as an attractive investment destination.
To make things worse, the Powell pivot means any depreciation-like action will likely be supersized.


Is the Yuan Ripe for Devaluation?