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...

Market Commentary: April 2022

Market Commentary: April 2022     Global Market Themes: No peaceful end in sight to Russia-Ukraine conflict Global food and energy prices tick higher, further fuelling inflationary fears United States (US) equities slumped, as earnings disappointment added to investor...

China Market Commentary: April 2022

China Market Commentary: April 2022   Here are this month’s highlights: To prevent a spike in deaths we expect lockdowns will continue in China and are likely to disrupt its economy. The most compelling reason to invest in China right now is the depressed valuations...