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Chinese commodity prices plunged on the first day of trading after the Lunar New Year break that was extended amid the coronavirus outbreak.By the close of trading, iron ore sank 6.6% to 606.50 yuan/,

February Monthly

03:37pm, Monday, 03'rd Feb 2020
The global capital markets were roiled in recent weeks by the new virus that jumped species in China. Slower growth will make observers more skeptical of China'
TDF is a closed-end fund that invests in equities across Chinese, Hong Kong, and Taiwanese companies. We see downside risk for the fund as the ongoing coronavir

The Outbreaks

07:56am, Monday, 03'rd Feb 2020
We are now sitting at the low yield for the current 10 year Treasury at 1.51%. An outbreak on the downside could be imminent, especially if the Chinese economic

China's Crisis Management Stress Test

08:10pm, Sunday, 02'nd Feb 2020
China confronts a version of the Four Horsemen of the Apocalypse: African swine flu, Hong Kong crisis, trade war with US, and coronavirus epidemic. China’s drac
Los expertos aprecian su descuento por valoración, que la hace más barata que otras plazas europeas, pero muestran cautela sobre cómo resolverá la pérdida de sus grandes socios comerciales.

Coronavirus In Context

04:15pm, Friday, 31'st Jan 2020
Experts are projecting that the current outbreak may get worse before it gets better. However, the mortality rate is below that of SARS with the elderly and peo

China - One Problem Ends And Another Begins

11:00am, Friday, 31'st Jan 2020
Trade had been a problem for the Chinese economy. Hong Kong issues are ongoing. African Swine Fever caused a meat shortage. Did ASF lead to coronavirus? Commodi
Evidence suggests that since 2017 the Chinese central bank is artificially elevating premiums on gold traded at the Shanghai Gold Exchange by roughly 0.5%. Alth

Coronavirus: Gauging The Market Fall-Out

07:28am, Thursday, 30'th Jan 2020
Risk aversion has hit asset markets as the world reacts to news of the coronavirus. Uncertainty stands to demand a further risk premium of assets exposed to Chi
I’ve pledged to help people navigate the green investment maze in 2020. There’s no one way through it. But it is a way you can achieve positive change.

Fed's Printing Press Favors Emerging Markets

09:03am, Tuesday, 28'th Jan 2020
While the price and availability of money matters for all risky assets, emerging markets are particularly sensitive, even more so since the financial crisis. Ir

How We Are Hedging China's Coronavirus Crisis

03:52pm, Thursday, 23'rd Jan 2020
Over 1,000 people are now identified as infected as people begin to travel for Chinese New Year. A look at the Chinese markets and the current situation. We pre
Last week, the US and China signed their Phase 1 trade agreement. This trade deal is both inconsequential in real terms as well as extremely important because o
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