Investing
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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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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How Women Invest Series. Part 4 – They want to invest more, they want expert advisors and more financial literacy
Women want to invest more Women's main challenges in investing The need for expert financial advice The importance of financial...
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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.