The Crucial Smell Test For Investors In Chinese Companies
With asset prices around the world continuing to rise, low-priced Chinese equities now look extraordinarily attractive to value investors. But investors should not check their skepticism at the border....
View ArticleQSCB: How To Adapt To A Slow-Growth Future
Growth in the world's two biggest economies is settling at much lower rates than investors are used to. The US faces decades of growth at 2-2.5%, down from the traditional 3.25%, while China's real...
View ArticleIgnore Japan's Banks At Your Peril
Any investors contemplating adding to their Japanese equity exposure following Shinzo Abe's weekend election victory and the subsequent market rally should look closely at the performance of Japanese...
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