Market Commentary: August 2022

Market Commentary: August 2022     Global Market Themes: Developed Market equities fall; Emerging Markets post modest gains The Federal Reserve doubles down on interest rate policy stance Eurozone inflation accelerates, exacerbated by soaring energy prices Chinese...

China Market Commentary: August

China Market Commentary: August  Here are this month’s highlights:The MSCI China and MSCI China A Onshore indices were down 9.4% and 6.0% respectively for the month.Value-style managers are starting to show improved resultsMore than two-thirds of the bottom quartile...

Market Commentary: July 2022

Market Commentary: July 2022     Global Market Themes: Global equities bounce back with the MSCI World gaining just short of 8% United States (US) equities lead the charge (+9.2%), closely followed by European counterparts (+7.9%) Emerging Markets were modestly lower...

China Market Commentary: July 2022

China Market Commentary: July 2022   Here are this month’s highlights: Chinese equities are behaving very differently to developed markets. Mortgage defaults have become the latest focus for investors in China. Download the July 2022 China Market Commentary China in...

Market Commentary: June 2022

Market Commentary: June 2022     Global Market Themes: Global markets experience their worst first half in decades Global recession fears rise Central Banks remain steadfast in their resolve to tame inflation Sovereign debt and fragmentation risks flare up in Europe...

China Market Commentary: June 2022

China Market Commentary: June 2022  Here are this month’s highlights:In May, global equity markets continued their declines from April before, recovering most of the losses in the second half of the month.According to eMarketer, China accounts for 52% of all ecommerce...

Market Commentary: May 2022

Market Commentary: May 2022     Global Market Themes: Elevated volatility amidst central bank action, Russia-Ukraine conflict – global equities mixed United States (US) equities gain modestly (0.2%); Emerging Markets (EM) tick higher (0.4%); United Kingdom (UK)...

China Market Commentary: May 2022

China Market Commentary: May 2022 Here are this month’s highlights: In April, global markets experienced a major sell-off amid a weakening growth outlook due to heightened inflation, rising interest rates, a slowdown in China and geopolitical uncertainty. The offshore...