Continue to be bullish
Skipping Interest Rate Hikes On June 15th, the Federal Reserve’s…
Read MoreContinue to be bullish
Focusing on Structural Opportunities
X-Day Grounded On June 3rd, U.S. President Biden signed a…
Strong wind and waves
X-Day Last week, global capital markets’ concerns about X-day led…
The New Normal of Japan
This week, global capital markets were mostly on the rise.…
We Need a Strategic Inflation
Status quo In April, China’s CPI recorded 0.1%, a drop…
Deflationary Risks Amid Exchange Rate Fluctuations
Since April, the U.S. dollar index has gradually fallen, from…
Divergence between Macro Data and Capital Markets
This week, the Chinese capital market experienced a significant surge…
Overall Bullish Outlook
This week, the Chinese capital market was volatile with larger…
Recession Outlook and Capital Markets
This week, the US labor market slowed down, with data…
The Arab Spring Re-emerges
Faced with the accelerating evolution of the unprecedented changes in…