You Weiren

China’s current Covid-19 wave has been confined to the urban areas so far, with rural areas remaining largely unscathed. This is about to change.

INVESTING GLOBALLY & PROFITABLY

Buyers beware: China’s economic recovery may be painful and perilous

While a bullish consensus is building on Chinese equities, we believe a share price correction could be in the offing as growth fails to meet lofty expectations

China's President Xi Jinping with members of the new Politburo Standing Committee. President Xi's consolidation of power has led to a more defensive stance on Chinese equities.

INVESTING GLOBALLY & PROFITABLY

Boding ill for China: new economic regime, rising geopolitical tensions

Chinese equities now warrant a significantly higher risk premium, and it is unwise to invest in the hope that things would improve. There are other more attractive options.

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