China Alert – 100% – Different paths

  • 100%, China ownership, Risk, WFOE
100% – Different paths    Another Friday evening announcement attempted to clarify market opening for global managers. Previous regulatory statements focused on the joint venture path, while the latest addresses the WFOE route. The choice for each manager will determine which set of rules apply, and overall speed of the process. Please note that full […]
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China Alert – 100% – It’s about risk and reward, stupid

  • 100%, China ownership, Risk
100% – It’s about risk and reward, stupid   The “China is too risky” narrative has just been ratcheted up a few notches. Risks, yes, but case analysis shows unequivocally that returns can more than compensate. When modeling for China, return projections need to be as aggressive as the risk parameters. Please note that full […]
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Strategic Outlook – Integrating, not Emerging – Part II

  • Risk, volatility
Market swings that characterize economies with deepening financial systems – The US in the 1980s and Europe in the 1990s – are now being seen onshore in China but on a much different scale and at a much different point in its development. The mid-point of 2015 demonstrated that equity volatility originating in China can […]
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