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Market Wraps
Xi Jinping
Latest news and analysis on Xi Jinping
Macro
January 23, 2022 07:57
Why equities could fall sharply
In the AFR on Friday I wrote that, for the first time in a long time, we agree with Jeremy Grantham: equities likely need to correct quite significantly. Here are some...
Christopher Joye
Coolabah Capital
January 23, 2022 07:57
Macro
December 05, 2020 07:55
President Xi the Key to China's Destiny
A Quick Note: Enclosed is a brief excerpt from my AFR column this weekend (click on that link to read it). For some reason, quite a few people have contacted me saying...
Christopher Joye
Coolabah Capital
December 05, 2020 07:55
April 13, 2018 14:24
Is it time to sell US equities and bonds?
In my AFR column I reflect on Xi Jinping's masterful manipulation of Donald Trump and why a profound change in global hedging costs could radically reduce the returns...
Christopher Joye
Coolabah Capital
April 13, 2018 14:24
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January 19, 2018 14:09
The ten things to watch in 2018
Saul Eslake
Jamieson Coote Bonds
January 19, 2018 14:09
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up
Anna Dadic,
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4 bids, 1 stock: Australia's national malaise illustrated in this small-cap
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QVG Capital
Equities
The stocks that have moved back into view
Arian Neiron,
VanEck
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