Market Thinking

making sense of the narrative

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Tag: Evergrande

Gradually, then Suddenly

A Short note today – just moving into a new office. Mainly a focus on recent developments around some of our developing themes. First is the ongoing story of Evergrande, which has gone viral, with the whole world apparently just Read more…


Avoiding Confirmation Bias

The widespread consensus in the Western Media is that EverGrande is going to crash the Chinese Economy and that the Australia/US/UK defense pact is ‘good news’. Short term traders are backing this, but we would suggest that neither of these Read more…


Creative Destruction

Coincident but Symbolic The photo is from Kunming in China, where at the end of August 15 Skyscrapers were demolished simultaneously with controlled explosions. The story is that a developer took over a site that had not been completed by Read more…