Founder and Strategist, Entext Economics & Strategy

Sean Maher

Founder and Strategist

Entext Economics & Strategy

Entext provides institutional investors with distinctive, actionable asset allocation and thematic research, which typically challenges the market consensus. Our clients range from credit, equity and multi-asset hedge and pension funds to family offices and sovereign funds. 
 
We focus on identifying key inflection points in macro data and relative asset performance amid the 'groupthink'  and confirmation bias that characterizes most investment bank analysis.

Macro Driven Investment Insight

Thematic (Sector/Industry)

China Real estate / Thematic (Sector/Industry)

China’s concerted attempt this year to clean up the shadier corners of its credit system have now collided with factional infighting among the Beijing elite.Fugitive billionaire Guo Wengui’s webcast claims of secret politburo shareholdings in acquisitive conglomerate HNA Group saw its financial engineering come under regulatory scrutiny.Video streaming services were suspended to limit domestic access to the allegations, while the MOF intervened to reverse the recent ‘misleading’ yield curve…

China’s concerted attempt this year to clean up the shadier corners of its credit system have now collided with factional infighting among the Beijing elite.Fugitive billionaire Guo Wengui’s webcast claims of secret politburo shareholdings in acquisitive conglomerate HNA Group saw its financial engineering come under regulatory scrutiny.Video streaming services were suspended to limit domestic access to the allegations, while the MOF intervened to reverse the recent ‘misleading’ yield curve…

China Stops 'Snakes Swallowing Elephants', as Steel Sector Awaits Trump…