Recent Posts

  • China – safe to buy? | Fri 07 Feb 2020

    Topic: Market commentary

    In recent weeks we have set out the reasons to buy China funds, and which funds to buy. But we suggested holding off buying while events around the coronavirus unfolded, and here we update on the virus and the markets. [read more]

  • China – Embrace The Year Of The Rat | Fri 24 Jan 2020

    Topic: Market commentary

    More than a billion people globally will celebrate the Year of the Rat. Should you be embracing China, from an investment perspective that is? Or should you be avoiding it for a raft of reasons, the latest being coronavirus?

    It was a strong year for the Chinese stock market, reflected by the average China fund being up in excess of 22% in 2019. Despite the best efforts of Trump, China equities have been impressively resilient in 2019. Whether Trump-inspired or otherwise, heightened geo-political conflict looks like being the “new normal”, and investors are more relaxed about such tensions.
    [read more]

  • Miss Liberty, Made In China | Fri 08 Nov 2019

    Topic: Market commentary

    This is a story about ambition, paranoia, and how the investment world will dramatically change if the United States continues on its current path. Trump wants re-election this time next year, and he gets that the stock market is a barometer of his re-election likelihood. Beyond bullying the Federal Reserve to cut interest rates (already achieved, with success), what else can he do to provide the vroom sufficient to fuel confidence in the stock market, or, if that fails, confidence in him? [read more]

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