Raising the Red Flag

Wednesday, January 25th, 2017   Categories: ,

We are nervous about China and its Tech sector

China is on our negative watch list compared with the rest of the global equity universe. Countries which have occupied its current chart position normally drop into the bottom quartile. Part of the problem is the faltering performance of the local Tech sector, the largest in the index. A decline in Chinese equities would quickly complicate relationships with the new US administration and make global investors very nervous.

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