Caution Warranted; ACWI-US At $93 Resistance; Buys in Communications, Staples, Materials, Financials
With the MSCI $ACWI approaching the top-end of our expected 2023 trading range at $93, we see limited upside from here and believe caution is...
482 Views
China Mobilizes Non-Bank Financial Firms to Drive Industrial Upgrades
China’s National Financial Regulatory Administration is urging non-bank financial institutions to improve support for businesses that want to...
177 Views
Adam Tooze on the Big Misconceptions of the Chinese Economy
The Odd Lots podcast episode explores the complexities of the US-China trade relationship, focusing on issues such as overcapacity, dumping, and...
423 Views
Aug 24 Indices Rebalance: Brazil Takes the EM Flow, SA & China Downweighted Again (Tencent)
Aug 24 Indices Rebalance: Brazil was the largest beneficiary of passive flows at the rebalance last Friday. South Africa and China were...
260 Views
China ETF Inflows & Implications: YTD Inflows Near US$100bn
Nearly US$100bn has flowed into mainland China ETFs year to date. Over 70% of that has gone into ETFs tracking the CSI300 index and 18% going into...
472 Views