It was around the end of October and the start of November last year that traders started to look at China’s re-opening as an opportunity to get in early. At…
Back in May, the outlook for China exiting its Covid-Zero looked like it was going to be a long draw out affair. Weaker hospital infrastructure, lack of vaccination of the…
The latest protests in China have been widespread and show a population tired of COVID Zero lockdowns. In China’s authoritarian state such protests against Party policy are rare and carry…
Around May of this year, it looked like the tide had finally turned for a recovery in Chinese stocks. The PBoC was cutting rates, the government was falling over itself…
The risks for investing in China’s markets are numerous. President Xi is pivoting the country to a new political era of ‘common prosperity’. What does this mean and will there…
Chinese equity traders have been increasing their inflows into Chinese stocks as hedge start to unwind according to Morgan Stanley (MS). In a Bloomberg piece, MS stated three reasons for…
Major central bank rundown It’s time for your central bank catch up. The link to the latest statement is at the bottom of each section, so just click there to…
Jerome Powell sent stocks lower last Friday and the falls continued this week in global indices as investors price in higher US interest rates. This week saw a tranche of…
Last week we anticipated that aggressive expectations on central bank rate hikes would likely pressure stocks, which they did all week. The key focus of this week is all about…
Global growth worries were stoked once again this week as commodities bore the brunt of heavy selling pressure and the USD surged higher. Stagflationary, inflationary, and recession fears continue to…