Investing
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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Investing in Chinese Stocks: What’s Next? Part 3.2 – The performance of Chinese stocks over the last 4 decades (cont’d)
Many companies have seen deeper devaluations, including internet giants BAT – Baidu, Alibaba, Tencent – which were preferred by foreign...
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Investing in Chinese Stocks: What’s Next? Part 3.1 – The performance of Chinese stocks over the last 4 decades
The main indices of the Chinese stock market China is the proven proof that the economy and stock markets are...
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