China

May 15, 2015

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Why China Remains Our Favorite Market For Investment The current Chinese market correction will be off and on for a few more weeks as the Chinese government tries to convince the public that they want the market to rise, but...
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April 20, 2015

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Mainland Chinese and Hong Kong Stocks We are bullish on mainland Chinese and Hong Kong stocks. The Shanghai stock market is going up, and there are several theories about why it is rising. Our favorite is that when the U.S....
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April 13, 2015

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The China Bull Rages China’s domestic stock markets in Shanghai and Shenzhen have put on strong rallies since the middle of 2014. Recently, the China rally shifted into high gear. We believe this outperformance is being driven by the desire...
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March 09, 2015

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New Leaders Are Taking the Growth Baton National Growth Rates Are Shifting As we all know, for the last decade China has been the most impressive grower of the major nations. It is now the world’s second-largest economy. India has...
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February 23, 2015

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India and China: India Ascendant The Chinese market is cheap, but economic growth will continue to slow, since China has become too big to grow as rapidly as it did for the first two decades after its reforms. India may be...
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January 05, 2015

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Executive Summary 1. There are attractive investment opportunities in 2015, but we expect more volatility. As we’ve said over the past several weeks, we see good momentum in economic fundamentals supporting corporate profit growth and stock price appreciation in 2015,...
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August 28, 2014

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China Deepens Reform and Privatization of State-Owned Enterprises We wrote a few weeks ago that events in China show Xi Jinping decisively consolidating his power — specifically, the downfall of Zhu Yongkang, a former member of the Politburo Standing Committee and...
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