China’s Ongoing Real Estate Disaster Is Pushing Emerging Markets to the Brink
Ongoing issues in the Chinese property sector have pushed Emerging Market Equities to within 1.5% of a critical index level.
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Equities Watch: Today’s Philly Fed Figures Make For Bullish Reading
Welcome to this fourth release in our “Business Cycle Week”, where, besides addressing the just released Philadelphia Fed Manufacturing Survey,...
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China Recovery – Real Estate
Until April, China A shares saw sustained Northbound Inflows. In January 2023, foreign investors invested a record $100 billion in China A shares.
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Spoiler Alert: Global Macro Data Is Tilting the Wrong Way
The latest round of data shows Macro Momentum is fading, something that equity markets and other risky assets are not pricing currently.
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Chinese Banks: New Asset Classification Rules | You Can Run but You Can't Hide
New asset classification rules have officially been announced. We see this as a long-term positive for the sector as regulators continue to bring...
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