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  • Portfolio Management
    • Growth
    • Income
    • Hybrid
    • Custom
  • Market Commentary
    • Global Market Commentary
  • The Team
    • About Us
  • Contact Us
  • Portfolio Management
    • Growth
    • Income
    • Hybrid
    • Custom
  • Market Commentary
    • Global Market Commentary
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    • About Us
  • Contact Us
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china economy

China

China Slowdown Means the End of “Policy Tightening” From Asian Central Banks

The Chinese growth slowdown that we’ve commented on in recent letters — which was underway well before the beginning of escalated trade tensions last year — will probably lead regional central banks to ease, or to remain steady rather than tightening monetary conditions in 2019. While China has done some Read more

By Rudolph von Abele, 8 yearsJanuary 25, 2019 ago
China

Why Not to Worry About China

Why Not to Worry About China Back in November, we wrote: “The skeptics and haters of the current bull market have spent the last eight years finding reasons and justifications for their skepticism.  One of the favorite reasons for pessimism has been China. “Sometimes China has been a geopolitical boogeyman, Read more

By Rudolph von Abele, 8 yearsMay 11, 2018 ago

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