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English Markets

Reference investors, the Chinese question and vehicles (2nd quarter 2024)

Market sentiment Looking ahead , the global economic outlook points to slower growth. While consumer spending is expected to remain positive, albeit at a slower pace than last year, some benchmark investors are showing signs of caution. For example, Berkshire Hathaway’s cash position will probably reach $200 billion by the end of the current quarter, […]

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Markets

An Asian investment year 2024 (4th quarter 2023)

For this final update of the year, we take a look at the risks from a global macro perspective, a more detailed evaluation at the currency and equity situation in Asia, and finish with some thoughts on possible entry points for self-made and serious equity investors. Risks and caution in 2024 Will 2024 offer a […]

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English Portfolio Management

What access to Chinese bonds?

Exposure to the renminbi and the Chinese economy is to be desired (this century will be dominated economically by Asia/China and exposure to Asia/China is necessary), so the crucial question remains: what is the best way to achieve this.