Investment Opportunities

03
Aug

Should You Invest in China… Now? (If Not, When?)

One of the most common discussion themes among current and potential investors in China alike is represented by the timing element. In other words, is now the right time to back up the truck and invest in China or would it be wise to wait? As (pretty much) always when it comes to such broad

16
Jul

The Trajectory of Chinese Assets After the Next (Global) Financial Crisis?

If you were expecting this to be an article which starts out with questions and gradually works its way toward answers, you will be disappointed because we will be answering the question which constitutes the title of this post right from the beginning: the trajectory of Chinese assets after the next financial crisis will most

07
Jul

China’s Love/Hate Relationship with Bitcoin and Crypto

It’s impossible not to follow bitcoin and cryptocurrencies without noticing how important the Chinese variable is and has been, despite the authorities in China having little love for digital currencies. In other words, the “love” dimension of the relationship is represented by the fact that a lot of Chinese INVESTORS want to have bitcoin/crypto exposure,

30
Jun

China and Exotic Assets: From Domain Names to Cryptocurrencies

There are quite a few jokes floating around asset management circles about the lack of sophistication exhibited by the average Chinese investor compared to more experienced investors from the West. But… well, the joke is on them because this lack of sophistication is temporary at best and in some cases, such claims actually turn out

27
Jun

Should Chinese Bonds Be Considered Attractive?

In light of the fact that the yuan-denominated bond market is becoming an option for foreigners (with, for example, the Bloomberg Barclays Global Aggregate Index including yuan-denominated bonds as of April 2019), it makes sense to ask yourself if you should or shouldn’t try to grab a piece of such a huge pie, with roughly

27
Jun

Bullish on China = Bullish on Precious Metals?

As of the liberalization of the market back in the late nineties, Chinese investors have developed quite an appetite for gold and precious metals. According to the World Gold Council, their appetite has been so unquenchable that as of 2013, China became the world’s #1 market for gold. In fact, just like with many other

26
Jun

The Pros and Cons of Investing in Chinese Stocks

Are you a proud Amazon shareholder? Why not add some Alibaba Group Holding shares to the mix? Or perhaps you’re a huge Facebook fan and love buying their stocks… why not diversify a little bit and add some Tencent Holdings shares to your portfolio. Into Google rather than the previous two examples? Great… but why

22
Jun

From Investing to “Pump and Dump” Speculation in China

The world of investing is never truly rational, not even in the West, where there is supposed to be a multi-generational tradition with respect to all sorts of asset classes. Whenever there is money involved, our judgment tends to be clouded and emotion frequently takes over areas of our lives that should be governed by

22
Jun

China’s Housing Market Fascinations: From Culture to Human Nature

Even in the West, people have a let’s call it special relationship with real estate than with other asset classes. Since we’re talking about an investment you cannot help but be exposed to on a daily basis (since you… well, live there), it should come as no surprise that a wide range of emotion-driven behaviors

14
Jun

(Why) Should Foreigners Invest in China?

If you’re an American, German or Japanese investor, you probably feel more comfortable with domestic investments. Or even if you venture outside the domestic realm as let’s say a German, you most likely feel more secure gaining exposure to a more established market such as the US one, perhaps by investing in an index fund