Amidst tariff turbulence, analysis of US debt levels shows likely rise in risk premiums and long term structural global change
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A 15-year analysis of returns in five markets shows primary predictor of return over the long term – earnings growth
Our contrary view of the current negative narrative in China’s property and private sectors
We apply the wisdom of Warren Buffett to opportunities in various sectors in the China market
The lagging impact of US interest rate rises will disrupt markets and hit asset prices; we hope to take advantage
Looking through the haze of negative narrative on China, we see cause for optimism in the property and tech sectors
Low consumer confidence and structural issues have hit post-COVID Chinese consumption recovery. We see hope for an inflection ahead
US markets move from a stellar decade into uncertainty. Our case for a larger than index allocation to Asia
Following on from November’s newsletter, we present our observations on China’s potential economic liftoff and return to normalcy in 2023
The case for optimism in China as five key negatives that have plagued markets show signs of receding