Sector Rotation: New groups for new times
Flows and allocations to different sectors and sector-related fund groups over the past 14 months have been marked by conviction, record inflows –...
China
A rotation towards technology with Chinese characteristics
Flows and allocations to different sectors and sector-related fund groups over the past 14 months have been marked by conviction, record inflows –...
China funds have a moment in the shade
For much of 4Q21 and the year-to-date, investors looking for a degree of security – especially in the emerging markets space – have turned to China....
Quants Corner – Evergrande: Telling when it isn’t
Evergrande, ranked among the Fortune Global 500, is the second-largest real-estate property developer in China with over 100,000 employees and...
Investors parse the meaning of transitory going into December
Hopes that the impact of Covid’s Omicron variant will prove transitory, concern that it will not, and fears that inflation is here to stay...
China Evergrande – Fixed on its fate
The fate of China’s Evergrande, the second-largest developer in China by sales, could have a knock-on effect on China’s real estate sector and the...