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...

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...

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...

Market Commentary: November 2020

Market Commentary: November 2020   Global Market Themes: Vaccine hopes and a Biden presidential victory spur global markets higher Dollar weakness, accommodative Federal Reserve Bank policy further boost Emerging Markets France goes ahead with digital taxation of US...

China Market Commentary: November 2020

Download the November 2020 China Market Commentary here In October, China’s economic recovery continued. During the National Day holiday – a popular travel time – the total number of domestic tourists reached 618 million, better than the 550 million expected....