Buy the Dip, Watch the Blip
Since mid-June, we have liquidated all global assets except gold.…
Read MoreBuy the Dip, Watch the Blip
How to View China’s Financial Reform Process
There are various approaches to studying the progress of China’s…
Increasing Exposure to Gold and Digital Assets: Where Lies the Next Opportunity?
Since last week, we have observed a persistent rise in…
Trump’s Strategic Retreat
Since our last report a month ago, global capital markets…
How Should We View the New Tariffs?
The newly announced tariffs have significantly exceeded market expectations. Based…
China’s RRR Cut Expectations
With the conclusion of the Two Sessions this week, China’s…
Tariff Threats Rattle Global Stock Markets
Since last Tuesday, global capital markets have experienced significant pullbacks,…
“East Rises, West Declines” and the Two Sessions Outlook
1.”Catching Up” Is More Accurate Than “East Rises, West Declines”…
Global Markets Enter High Uncertainty in 2025
Since our recommendation to buckle up and prepare for market…
How to View Recent Stock and Bond Market Fluctuations?
Since the release of the December PMI data, China’s stock…