Skip to content

Harlyn Research LLP

Probability-based investment modelling for professional and institutional investors

  • Home
  • Research
  • Models
  • Contact
  • Log In
  • My Harlyn
  • Home
  • Research
  • Models
  • Contact
  • Log In
  • My Harlyn

China Out of Sync

Wednesday, January 17th, 2018   Categories: China, Defensives, Risk aversion

What do they know that we don’t?

Our equity sector models suggest that Chinese investors are much more defensive and less pro-cyclical than investors in every other region. This is odd considering that China is forecast to be the largest single contributor to global growth. The obvious, but not the only possible, explanation is that Chinese investors don’t share this optimism.

Download Added to cart
Synopses can be downloaded by subscribers holding a Harlyn All Access Pass
Not a subscriber? PURCHASE ALL ACCESS PASS
Already hold an All Access Pass? LOG IN

Any investments or investment services mentioned in this web-site are only available to professional clients.

This web-site is issued in the United Kingdom by Harlyn Research LLP, “Harlyn”, (registered in England and Wales; number OC369433), an Appointed Representative of Stoneware Capital LLP (“Stoneware”), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (the “FCA”). The investment products and services of Stoneware and Harlyn are only available to professional clients and eligible counterparties. They are not available to retail (investment) clients. Past performance should not be seen as an indication of future performance.

Privacy Policy
Terms and Conditions
Website by Dovedale Design
Admin
© Harlyn Research LLP 2012-2023