China's zero-COVID policy has cratered the economy, severely hampering mobility and discouraging consumer spending on services. In addition, it has extended economic uncertainty for businesses and cau...

China's nominal GDP reached $17.5 trillion in 2021, a growth rate of 8.1%. We expect a slower GDP growth rate in 2022 due to very tight Covid measures in Q2 of this year.

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 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 ...

Top Performing Levered/Inverse ETFs Last Week These were last week's top-performing leveraged and inverse ETFs. Note that because of leverage, these kinds of funds can move quickly.

Stocks have been under pressure to start the week, following four successive weeks of decline.

The financials of the Chinese companies are whatever the Chinese Communist Party wants them to be. They do not allow outside third-party audits. There is no verification of anything. The Chinese inter...

China's tech stocks slumped to new lows on Friday and Hong Kong's benchmark index hit a 10-month low as an unrelenting series of Chinese regulatory crackdowns crushed international investors. Further,...

Since I started going to China 36 years ago, I have found that most Western observers who do not have direct contact with policymakers and don't follow in detail the patterns of the changes have tende...

Flows into China-focused ETFs are surging as investors position for China's growing economic and financial strength. Non-Chinese investors are generally overlooking China's growing influence on the gl...