Market View
-
What happened when Debt is Cheap?
There has been a record pace of credit-rating upgrades, with nearly twice as many upgrades of junk-rated companies compared with…
Read More » -
China Tech Crackdown Cycle Ending
China’s rapid-fire moves to curb anti-competitive practices by more than 30 technology firms have rattled investors, leaving them uncertain about…
Read More » -
India Rally Even as Virus Surge
India is attracting all the global attention for the worst virus outbreak but the pandemic has done little to dent…
Read More » -
China’s RMB To Appreciate?
The threat of inflation — coupled with a fragile economy — tends to be bad news for stocks because of…
Read More » -
China A Shares Correlation with World Turns Negative
As of 2021-05-15, Hang Seng Tech Index, which includes many Chinese tech giants, has tumbled about 30% since its February…
Read More » -
Hedge Funds have Started to Bet End of Good Times
U.S. Treasury market, 10-year yields have almost doubled since the start of the year to reach 1.6%, triple the low…
Read More » -
Inflation vs Economy Growth | Which is Fed’s priority?
Accordingly, if the inflation were pick up, which is in the latest released data, the Fed would have to hike…
Read More » -
Why China A Shares?
‘Would you have not wanted to invest with the Dutch in the Dutch empire? Would you have not wanted to…
Read More » -
Michael Hasenstab Warned against Complacency
Michael Hasenstab warned against complacency because of the followings: Inflation might not be completely death Structurally labour market is tight…
Read More » -
未来10年，外资对A股的持仓有望占到10%
摩根士丹利统计显示，过去五年间，中国债市中的海外投资者比例从2%增长到了8%，但对A股的配置，却只是刚刚超过2%。 不过，在A股纳入MSCI、富时罗素等国际指数体系后，这一状况有望大幅改善。 摩根士丹利团队认为，未来几年，A股有望迎来外资的大量流入。未来10年间，外资对A股的持仓，有望占到A股的10%。 摩根士丹利James Lord团队预计，流入A股的外资规模，2019年预计在700-1250亿美元间，而到2020-2030年间，这一规模年均有望达到1000-2200亿美元。 外资大量流入后，到2027年，A股的总市值有望达到27万亿美元，远超日本、印度、澳大利亚等周边国家及地区。 Reference 华尔街见闻网，2019-03-02，《摩根士丹利：未来10年，外资对A股的持仓有望占到10%》
Read More »