Market Commentary: September 2021

Market Commentary: September 2021   Global Market Themes: US stocks pull back on interest rate and inflation fears, uncertainty over stimulus. US narrowly avoids a government shutdown, though concerns about debt ceiling linger. Fears of low-growth-high-inflation...

China Market Commentary: September 2021

China Market Commentary: September 2021   Here are this month’s highlights: In August, Chinese equity markets showed signs of stabilising despite investor sentiment in the offshore market remaining weak. At the macro level, economic activities in the summer were...

Market Commentary: August 2021

Market Commentary: August 2021   Global Market Themes: Developed and Emerging Market equities post solid returns in August No new market guidance out of Jackson Hole Symposium Despite increasing regulatory scrutiny of US Big Tech, stock prices push higher Chinese...

China Market Commentary: August 2021

China Market Commentary: August 2021   Here are this month’s highlights: Regulatory activity led to a broad sell-off across Chinese markets amid concerns on China’s policy direction. Following recent market dislocation, RisCura is in the process of rebalancing client...

Market Commentary: July 2021

Market Commentary: July 2021   Global Market Themes: Developed Market (DM) equities continued to perform well, MSCI World gains 1.7% in USD Emerging Market (EM) equities decline, against the backdrop China’s additional regulations Safe haven assets find favour amidst...

China Market Commentary: July 2021

China Market Commentary: July 2021   Here are this month’s highlights: This month, we review the recent market sell-off and regulatory concerns. Chinese markets saw incredible volatility recently but none of it unprecedented. When investing in China, investors should...