Newsletter
Sep 2016

Merits of a Stable but Cooling Property Market

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Aug 2016

Town Youth and Consumption Upgrade

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Q2 2016

Positive Structural Changes in China

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Q1 2016

Concerns over Chinese Economy are Valid but Overdone

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Q4 2015

Positive Effect of RMB Depreciation

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Q3 2015

Portfolio Positioning and Chinese Economy Outlook – 3Q 2015

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Q2 2015

Portfolio Positioning and Chinese Economy Outlook – 2Q 2015

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Q1 2015

Portfolio Positioning and Chinese Economy Outlook – 1Q 2015

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Q4 2014

Portfolio Positioning and Chinese Economy Outlook – 4Q 2014

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Q3 2014

Portfolio Positioning and Chinese Economy Outlook – 3Q 2014

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