China:  Trading Opportunity Emerging… Rest of World: Too Late To Be Bearish, Too Early To Be Bullish

China Recently, developments in China indicate an almost chaotic exit to the country’s “zero covid” policy, suggesting potential opportunities in Chinese equities — which are still highly under-owned by global investors.  In our view, as a brief, counter-trend technical euphoria in U.S. markets fades, a recession continues to loom over Read more…

Xi Jinping’s Grip On Power, the Future of China, and What It Means For the Rest of the World

Last weekend concluded the 20th National Congress of the Communist Party of China, at which a new slate of Chinese leaders were presented: the Politburo, and most significantly, the Politburo’s seven-member Standing Committee.  As had been widely expected, President Xi Jinping broke with the precedent established by his predecessors which Read more…