We are often bombarded with the reasons and predictions of stock market crises There are always many times and many...
JP Morgan's outlook Robeco's Perspectives Vanguard's Perspectives Charles Schwab's Perspectives Every year, usually in December, the major banks and asset...
The Chinese capital market has a very high participation of private or retail investors, with low foreign investment The fall...
In the last 3 years, Chinese stocks have lost $3 trillion and 60% of their value, due to risk aversion...
The Developmental Stage Change Syndrome: Labour Is No Longer Cheap The Domestic Challenge of Productivity Growth The contradictions and conflicts...
China has been slowing down in recent years and the expectation of a resumption of economic activity in the post-Covid...
After an exceptional 2023 for equity markets, especially the North Americans, Q1 continued the bullish trend, putting the market at...
China is traditionally and culturally a country of high savings rates, both nationally and householdly, and there is no prospect...
The reasons are deeper and more structural The recipe of the growth model of the past does not work in...
China's construction and real estate crisis is spreading and has a domino effect in other areas The Weight of Real...
We developed this blog because we believe that only a small learning effort is needed to make a big change in the decisions and results of our investments and financial assets.
