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The World Sweats During China's Vacation

03:55am, Tuesday, 21'st Sep 2021
The impact of the policy remedy to China's property market excesses is spreading across global markets. But they would bounce hard on any evidence of a mitigation plan from Beijing.

Stop, Look, Listen!

09:30am, Wednesday, 15'th Sep 2021
The financials of the Chinese companies are whatever the Chinese Communist Party wants them to be. They do not allow outside third-party audits. There is no verification of anything. The Chinese inter

Is This the Time to Buy China ETFs on Bargain?

09:13am, Wednesday, 25'th Aug 2021
China ETFs were crushed this year due to regulators' crackdown on various sectors, mainly the all-important technology space. This made the space cheap at the current level.

China - The Carnage Continues

11:52pm, Sunday, 22'nd Aug 2021
China's tech stocks slumped to new lows on Friday and Hong Kong's benchmark index hit a 10-month low as an unrelenting series of Chinese regulatory crackdowns crushed international investors. Further,
Since I started going to China 36 years ago, I have found that most Western observers who do not have direct contact with policymakers and don't follow in detail the patterns of the changes have tende

Sizing Up China Inside Popular ETFs

08:30am, Monday, 17'th May 2021
Flows into China-focused ETFs are surging as investors position for China's growing economic and financial strength. Non-Chinese investors are generally overlooking China's growing influence on the gl
China currently represents just 5% of the MSCI All Country World Index (ACWI) while the US represents 58%. Since the beginning of 2020, the MSCI China A Index has outperformed the CSI 300 Index by 561

China's Economic Rebalancing

09:21pm, Monday, 12'th Apr 2021
China's growth trajectory in the second decade of the century has been one of a rebalancing toward a new growth pattern. Two major challenges in the rebalancing: First, the transition toward a less in

China: PMI Shows Recovery But Risks Remain

01:50pm, Wednesday, 31'st Mar 2021
Both manufacturing and non-manufacturing PMIs show a strong recovery of the Chinese economy. The main challenges remain the technology war with the US and its allies and a fragile export recovery due

Logistics In A Post-Pandemic World

03:35pm, Monday, 22'nd Mar 2021
Supply chains were disrupted long before the pandemic by U.S.-China trade tensions.
I was a little bit surprised that the Central Committee of the Chinese Communist Party's (CCP) communique got more attention in the U.S. last week than the speech given by the governor of China's cent
The volume of goods and services traded between the U.S. and China during July 2020 rose over their June 2020 levels as the economic recovery from the coronavirus recession continued.
We again are seeing how rapidly expanding credit in China is spilling over into the global market. In reaction to its economy being slammed by covid-19, China, like many countries, has unleashed sever

Portfolio Insights: Why China Is Not A Trade

09:14pm, Monday, 31'st Aug 2020
Timing rallies to predict short and unpredictable market behavior is mission impossible. Capturing China as an asset class is not about being opportunistic; it is not a trade.

China Sector Report Q2 2020

08:18pm, Monday, 31'st Aug 2020
The reopening so far has exceeded expectations as Chinese consumers shift parts of their lives online and factories move towards greater capacity utilization.
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