by lauren@ldpdevelopment.co.za | Jun 22, 2020 | Bonds Monitor, Commodity Monitor, Currency Monitor, Equity Monitor, Weekly Monitors
Chandler Asset Protection Ltd’s WEEKLY MARKET REVIEW 21 Jun 2020 CLICK HERE to download the full report in PDF Format
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 | Jan 30, 2020 | China, Equities, Yuan
The financial markets have finally taken the measure of the economic impact of the Wuhan coronavirus and its potential to disrupt China and the world economy. As we always argued, any external event in the current speculative environment had the potential to send...
by lauren@ldpdevelopment.co.za | May 21, 2019 | Asian Equities, China, currencies, Equities, World equities, Yuan
Donald Trump’s aggressive stance on the Trade War and against Hua Wei shows that the issue is far more profound than a simple bargaining issue and that America is truly scared of China. However, the methods used are not going to succeed and China has taken the full...
by lauren@ldpdevelopment.co.za | Mar 26, 2019 | Asian Equities, Equities, Investment Ideas
Tomorrow, China’s two largest banks – the world’s two largest banks in fact – report their earnings for the 4th quarter and the full year 2018. We take this opportunity to revisit the valuations of China’s 4 largest state-owned banks. And we come to the conclusion...
by lauren@ldpdevelopment.co.za | Nov 13, 2018 | Asian Equities, Asset Allocation, Technical Analysis
In our post dated July 3rd 2018 titled BUY CHINA ! we made the case that the 2018 bear phase had run its course and that long-term investors should position their portfolios for the upcoming secular bull market. At that time, the HSCEI Index made a bottom 10’450...
by lauren@ldpdevelopment.co.za | Oct 25, 2018 | Asset Allocation, Equities
Thirty-one years ago, almost to the day, the Dow endured its steepest sell-off in modern times, falling 22.61% on October 19, 1987. Market corrections are never easy to digest, and the current pullback for the stock market is another case in point. Yesterday’s...
by lauren@ldpdevelopment.co.za | Oct 20, 2018 | Asset Allocation, Equities, macroeconomics, Yuan
Over the past few years, and particularly since the election of Donald Trump as President of the United States of America in November 2016, China-bashing has become a generalized phenomenon in the US. From the ill-timed and ill-conceived US trade war launched in...
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