WE THINK - 2023 OVERVIEW: Winter has passed; Spring is coming

Much happened in the past year and we will try to conclude the events with the following keywords: geopolitical disputes, inflation & recession, globalization, foreign affairs, China’s anti-pandemic controls, Chinese real estate market, Chinese economy, global economy, and global capital markets.

2023-01-03

WE THINK:Walking out from the Illness; Market Continues its Rally in the Midst of Doubt

Stock markets in November surprised many with its strong performance: Wind China all A Index rose 7.86%, Hang Seng Index and Hang Seng Tech Index rose 26.62% and 33.15% respectively, while NASDAQ Golden Dragon Index rose a fabulous 42.13%. From “Selling China” in October to “Buying China” in Novembe

2022-12-08

WE THINK: WHEN WILL THE MARKET BOTTOM OUT?

The month of October was no better than September. Though the WIND All China Index dropped only 2.51%, the CSI300 Index fell 6.93%, and the “Maotai Index”, an index by WIND that covers 30 blue-chips of different sectors in China, fell 6.48%. Year to date the CSI300 fell 28%, more than 2018’s 25.3%.

2022-10-31

WE THINK: Dollar appreciation leading to another crisis?

It’s been a grim 3Q for year 2022 for the global stock markets–Wind China-A Index fell -12.61%, while NASDAQ resulted in -4.11% after a short-lived rebound (falling -23.65% from its peak). A-share market performance was pathetic – rebounds were short-lived. In September, Zijing Mining, Wuxi Biologic

2022-10-08
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