Eli Lee

Matt Michelini

Five supertrends shaping the investment landscape

They will fundamentally influence how investors navigate markets and allocate capital

Closing ceremony of the 20th Chinese Communist Party's Congress on Oct 22. Investors were disappointed by the lack of positive signals on China's zero-Covid policy and support for the property sector.
COMMENTARY

China: Heavily discounted, significant pessimism

While investors should not rule out further volatility and downside, the knee-jerk sell-off in Hong Kong and China equities likely reflects excessive...