Global X MSCI China Materials ETF (CHIM)
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China Growth: Brighter Prospects?
1 June 2022
The latest batch of official PMI data gave a nice boost to Chinese equities and also commodities. While China's supply-side stimulus allows to “mobilize” the official sector fairly quickly, it does no...
The Chinese Slowdown: Much More Than Covid
7 May 2022
The most recent macroeconomic figures show that the Chinese slowdown is much more severe than expected and not only attributable to the Covid-19 lockdowns. It is easy to use the Covid-19 lockdowns as ...
Is It Time to Invest In East Over West? ETFs in Focus
18 February 2022
Inflationary pressure is much higher in West than East in 2022. This may result in policy tightening in West and continued easy policy in East.
After a Painful 2021, Is It Time to Buy China ETFs?
17 February 2022
Investment banks like Credit Suisse, BlackRock, HSBC, UBS and Goldman Sachs are suggesting the China investing as a buy due to decent inflation, chances of easy money policy, chances of muted regulato...
China Sector Report: Q4 2021
25 January 2022
Q4 ended with an outbreak of the new Omicron variant that will likely dampen consumption and travel as the Chinese New Year approaches. The Chinese government announced its plans to prioritize economi...
Mind The Bond Market
18 November 2021
The deficit spending that supported the economy in 2020 is showing up in hot inflation numbers in 2021. While I think the inflation numbers will get better in 2022, I do not believe they will get back...
China's Next Phase Can Make You Money Or Steal Your Savings
5 November 2021
China has not solved the unravelling crisis in its development/construction sector. The nation has moved through all the ‘natural' stages an economy goes through when implementing the free market capi...
Evergrande Isn't China's 'Lehman Moment.' It Could Be Worse Than That
26 September 2021
The bankruptcy of the Chinese real estate company Evergrande is much more than a “Chinese Lehman”. The implications of an Evergrande collapse are far greater than what investment banks tell us.
What's The Likely End For Evergrande?
24 September 2021
Chinese government has generally had some idea of how much risk Evergrande and other highly leveraged real estate companies pose since last year. Equity holders will most likely be wiped out, with hol...