Chinese Equities

Chinese debt a safe and sound market bet

Foreign holdings of Chinese debt grew at the fastest rate on record during July and August as the yuan rose against the dollar and the Chinese economy evinced clear signs of economic recovery. Foreign holdings of onshore bonds rose to 2.86% of the total market…

Time to buy China’s smoking hot equities

Chinese stocks don’t look as cheap on a valuation basis as they did in January 2019 before a 60 percentage point gain in the CSI 300 Index. As we explain below, China’s equity market valuation rose as currency risk shrank. We are a long way…

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