by lauren@ldpdevelopment.co.za | May 8, 2020 | Asian Equities, China, Macro
Whether COVID-19 was accidentally released from a biological warfare laboratory in Wuhan or not, what seems to be established is that the deadly virus first appeared in China’s Hubei province in December 2020. It is also clear that Donald Trump has chosen to point...
by lauren@ldpdevelopment.co.za | Apr 14, 2020 | American Equities, Asian Equities, Equities
In an amazing rebound since the bottom achieved on March 23rd 2020, global equity markets and US equity markets staged a phenomenal rebound that took them up 25 % in barely three weeks, back into bull market territory and with a full 50 % retracement of the entire...
by lauren@ldpdevelopment.co.za | Mar 19, 2020 | Asian Equities, Asset Allocation, China
At a time of panic in the world equity markets and at the very moment where Europe has surpassed China in its number of confirmed coronavirus cases and deaths from the disease and where NO new cases are declared in China, WE RECOMMEND TO BUY CHINESE STOCKS ! For the...
by lauren@ldpdevelopment.co.za | Feb 7, 2020 | Asian Equities, China, EFG GLOBAL YUAN PORTFOLIO, Investment Ideas, Yuan
Despite the sharp fall in Chinese assets at the end of January 2020 because of the Wuhan coronavirus, the EFG GLOBAL YUAN PORTFOLIO Index Certificate that we advise delivered a positive performance over the month and now stands at +23.23 % performance net of all fees...
by lauren@ldpdevelopment.co.za | Jan 15, 2020 | American Equities, Asian Equities, Asset Allocation
Credit Cover Photo Raj – Unsplash.com The 2019 DEFLATION SCARE triggered record-low interest rates and massive liquidity injection through rate cuts and Central Bank balance sheet expansion. The net effect was to EXTEND the cycle and feed speculative bubbles in almost...
by lauren@ldpdevelopment.co.za | Jan 7, 2020 | Asian Equities, currencies, EFG GLOBAL YUAN PORTFOLIO, Yuan
ISIN CH0446940410 The EFG GLOBAL YUAN PORTFOLIO Index certificate that we advise was created in February 2019 to help clients build their exposure to the Chinese Yuan through a highly diversified portfolio of quality Chinese money-market, bonds, and equity...
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