Posts by Stephen Jen
Is the term “emerging markets” still fit for purpose?
Are labels such as EM & BRIC helpful to investors as they think about markets segments and search for investment opportunities?
Read MoreE-CNY
The Chinese RMB is going digital. Beijing has begun to experiment, in a limited trial in four cities, with the use of e-CNY.
Read MoreUS Dollar – Tactically cautious, structurally bullish
We can see the dollar continue to trade weak in the near term, but on a slightly longer-term horizon, we find this narrative unconvincing….
Read MoreChina defaults – positive signs and a warning to the world
We have long argued that the core fundamentals of the Chinese Yuan (CNY) are robust….
Read MoreCNY > USD > EUR
We have long argued that the core fundamentals of the Chinese Yuan (CNY) are robust….
Read MoreThe narrative propelling the euro remains unconvincing
The narrative propelling the euro remains unconvincing. The hype on the European Recovery Fund…
Read MoreChinese equities
It is easy to be positive on China’s economy, its policies, and the near-term outlook of its equities…
Read MoreThe unloved US equity rally
A widely held view in the market is that equities are due for a sharp correction, given the amount of underlying risks, such as…
Read MoreGlobal growth and equities
In our view, because the equity market is mostly forward looking, as long as this global health crisis is…
Read MoreUS asset prices should be skewed to the upside
The current health crisis is undoubtedly the most significant social and economic shock the world has…
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