China
China Needs a Catalyst, But Where Will it Come From?
The Economist cover syndrome is always a potential contrarian signal as history has demonstrated. And sure enough this writer noted…
To Survive China’s Market Crackdown: Pick Your Sectors Wisely
There has been an almost perfect storm in recent weeks in terms of Chinese regulatory initiatives against private sector companies…
Rising Rents Feed Inflation, While Lower Bond Yields Trip Up Cyclicals
The June US CPI data came in well above consensus while the July data, released last week, still shows CPI…
China is the One Safe Haven for Bond Investors
One recommended trade here for global bond investors has been to sell US Treasury bonds, and indeed all G7 government…
China’s Focus on Technology & Domestic Demand
China's 14th Five-Year Plan While world markets have been focused on the US presidential election, an important event also took…
The Landscape is Shifting for Chinese Fintech
The US presidential election appears to be finally over. But it remains unclear how the issue of regulation of “Big…
China Offers Safety in a World of Central Banks Gone Crazy
The Federal Reserve has duly delivered on the expected softening of the inflation target in the latest FOMC meeting in…
Gold Secular Bull Market Intact, Target Price $5,500/oz
Gold's Resilience Despite Weak Physical Markets in India & China Gold continues to behave in a resilient fashion having been…
Election 2020: Are Trump’s Anti-China Theatrics Setting Up for an Inevitable U-Turn?
Trump's Anti-China Theatrics It has become almost a pantomime. Grizzle refers to the slew of anti-Chinese measures announced by the…