China Market Commentary: March 2021
China Market Commentary: March 2021 Here are this month’s highlights: Chinese equities started February strong but dropped towards the end of the month Investor sentiment dampened by Hong Kong government’s move to increase equity trading stamp duty Southbound...RisCView: February 2021
Monthly performance ranking of investment products.
China Market Commentary: February 2021
China Market Commentary: February 2021 Here are this month’s highlights:Chinese equities had a strong month again, with the MSCI China and MSCI China A Onshore rising by 7.4% and 3.7%, respectively.On the macro front, Chinese economic data such as PMI, retail sales...Market Commentary: February 2021
Market Commentary: February 2021 Global Market Themes: US bond yields spike amidst inflationary fears Rotation from tech stocks sends NASDAQ plummeting US Fed keeps dovish stance, Congress votes on stimulus bill Energy stocks post substantial gains SA Market...RisCView: January 2021
Monthly performance ranking of investment products.
Market Commentary: January 2021
Market Commentary: January 2021 Global Market Themes: Developed markets give up initial gains, emerging markets outperform as reflation trade buoys risk assets European lockdowns extended and markets unsettled as concerns surface about vaccine roll-out US announces...China Market Commentary: January 2021
China Market Commentary: January 2021 China Market Themes: Chinese markets fell by 15% from their January peaks. The unique Chinese system helped to manage the virus outbreak. Surprisingly many equity indices ended the year at higher levels than the start of the...RisCView: December 2020
Monthly performance ranking of investment products.
Market Commentary: December 2020
Market Commentary: December 2020 Global Market Themes: Global equities continue risk-on rally, despite resurgent COVID-19 Emerging Markets climb as commodities shine, Chinese GDP growth accelerates US markets shrug off election fall-out Extension of CARES Act...RisCView: November 2020
Monthly performance ranking of investment products.