Market Thinking

making sense of the narrative

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Category: China

The Mountains are high….

There is a tendency in the west to see China as an authoritarian monolith – in contrast to the supposedly highly accountable democratic west, albeit only those with the shortest of memories can look at the current protests against Covid Read more…


Is US tax driving Chinese stocks?

While Asian investors may have been waiting for Mid October and the end of the CCP conference for ‘something to happen’, US investors in China may have been waiting to see if there was any prospect of a bounce before Read more…


Kung Hei Fat Choi!

Today is New Year’s Day for Greater China and much of South East Asia and so a wish for health and prosperity for all friends and colleagues who are celebrating (as best they can). The Year of the Tiger isn’t Read more…


George talks his book..

In a rare sighting, George Soros appeared in the Financial Times yesterday warning investors about investing in China. (The link is behind a paywall, but it appears in multiple other places, including here). This was interesting for a number of Read more…


In Reply to AEP on China

The comments sections in online newspapers can often be more interesting and informative than the original articles and sometimes as part of the daily research process we comment on articles ourselves; partly to help inform the debate, but partly as Read more…


Made in EU 2025?

As the US seems to be turning into late 1980s Japan, an Enterprise Owned State (EOS) becoming more isolationist as asset prices and the currency soar – and we all know how that ends – it strikes me that there Read more…