Xi Jinping

Latest news and analysis on Xi Jinping

Macro

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
Macro

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

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

The ten things to watch in 2018

Saul Eslake
Saul Eslake
Jamieson Coote Bonds
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