Market Thinking

making sense of the narrative

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Tag: ADRs

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…


August Market Thinking

Are we there yet? Markets are asking the same question as bored children stuck in a long delay at Dover “Are we there yet?” The second half of July saw yet another bear market rally and while we are not 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…