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.
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....RisCView: October 2020
Monthly performance ranking of investment products.