WE THINK: When will the market bottom out?

The month of October was no better than September. Though the WIND All China Index dropped only 2.51%, the CSI300 Index fell 6.93%, and the “Maotai Index”, an index by WIND that covers 30 blue-chips of different sectors in China, fell 6.48%. Year to date the CSI300 fell 28%, more than 2018’s 25.3%.

2022-10-31

WE THINK: Dollar appreciation leading to another crisis?

It’s been a grim 3Q for year 2022 for the global stock markets–Wind China-A Index fell -12.61%, while NASDAQ resulted in -4.11% after a short-lived rebound (falling -23.65% from its peak). A-share market performance was pathetic – rebounds were short-lived. In September, Zijing Mining, Wuxi Biologic

2022-10-08
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