Long-term forecast returns for main financial assets
JP Morgan's outlook Robeco's Perspectives Vanguard's Perspectives Charles Schwab's Perspectives Every year, usually in December, the major banks and asset...
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Investing in Chinese Stocks: What’s Next? Part 7 – Does China want to have a developed capital market?
The Chinese capital market has a very high participation of private or retail investors, with low foreign investment The fall...
Investing in Chinese Stocks: What’s Next? Part 6 – Has the Chinese stock market never been cheaper, or is investor aversion justified?
In the last 3 years, Chinese stocks have lost $3 trillion and 60% of their value, due to risk aversion...
Investing in Chinese Stocks: What’s Next? Part 5.4 – The most structural fractures – Geopolitical policies and challenges (cont’d)
The Developmental Stage Change Syndrome: Labour Is No Longer Cheap The Domestic Challenge of Productivity Growth The contradictions and conflicts...
Investing in Chinese Stocks: What’s Next? Part 5.3 – The most structural fractures – The demographic winter in a middle-income country (cont’d)
China has been slowing down in recent years and the expectation of a resumption of economic activity in the post-Covid...
2Q24 Financial Market Outlook: Playing cat and mouse with inflation and interest rates on a war board
After an exceptional 2023 for equity markets, especially the North Americans, Q1 continued the bullish trend, putting the market at...
Investing in Chinese Stocks: What’s Next? Part 5.2 – Structural fractures – Low consumption and high savings (cont’d)
China is traditionally and culturally a country of high savings rates, both nationally and householdly, and there is no prospect...
Investing in Chinese Stocks: What’s Next? Part 5.1 – Structural fractures – The exhaustion of the development model
The reasons are deeper and more structural The recipe of the growth model of the past does not work in...
Investing in Chinese Stocks: What’s Next? Part 4.2 – The economic fractures ahead – The domino effect of the crisis in the construction sector (cont’d)
China's construction and real estate crisis is spreading and has a domino effect in other areas The Weight of Real...
Investing in Chinese Stocks: What’s Next? Part 4.1 – The economic fractures in sight – It all started with the crisis in the construction sector
After 4 decades of strong economic growth and good stock market valuation in China, the last 5 years have been...
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