China, Cycles, and Copper
In this video I look at the latest data out of China, which shows an economic rebound gathering steam. I talk through how they got there, what's next, the implications, and risks to the outlook: Show More
Chinese reform
Dow Jones Rallies ... | Will AUS Follow? | Who Cares About China’s Economy When Stocks Are Rising This Much |
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The alphabet soup of investing in China – and why it is worth getting out the dictionary!
There's a saying that a bubble is nothing more than a bull market that you're not participating it. For this week's blog, we at Morphic have put together a beginners guide to what exactly are "China A Shares" and "China H Shares" and try to provide some context for this... Show More
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The Rubik's cube of Chinese reform continues to click into place
It was interesting to see an article in the Economist this week focusing on Chinese reform rather than the traditional obsession with the GDP number. Over the last few weeks we have seen reform allowing mainland mutual funds on to the southbound through train, announcements on capital gains and dividend... Show More