Tag Archives: China

Dead Cat or Deep Value?

Since their Lockdown lows, commodities have performed as well as any other asset, though they still remain generally depressed. Can they now continue to rise?

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Chasing the Dragon

As is by now widely reported, China stocks have been on something of a tear in the past few weeks, with the CSI300, for example, up by around 20% in that time. The usual suspects have been at work as the PBOC has encouraged a renewed money flood into being and those desperate for an income – and possibly with little else to do, at present – are enticed back into what is merely the latest in the nation’s rolling series of mania and speculative booms.

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China Banking: Pigs Might Fly

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Trade Wars: Blue-on-Blue

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The Turn of the Tide

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Breaking China

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Where’s the Off Switch?

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Once through with feeling

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