Sunday, February 23, 2025
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China

A structured approach to investing in China

Some local investors looking to diversify portfolios beyond developed markets in response to high valuations and slower growth are considering emerging market exposure in the hunt for better returns. Investec explains the opportunity in China in this piece.

GHOST STORIES #53: International Opportunities Limited – a Chinese equity structured product

China is a land that is fraught with risk and brimming with opportunity. With enhanced upside as well as downside protection, International Opportunities Limited is a structured product that seeks to balance the risks and rewards available in Chinese equity markets.

Of ghost ships and giant squid

Squid could be linked to the demise of many a vessel at sea - and not always of the giant variety. Dominique Olivier tells the story of the Mary Celeste and the many other mysteries that the oceans dish up each year.

China: Rebuilding Sentiment

On 22July 2020, Satrix launched the Satrix China ETF tracking the MSCI China Index which captures the large and mid-cap sectors across China A shares, H shares, B shares, Red chips, P chips and foreign listings.

Ghost Stories #5: The Importance of China (Siyabulela Nomoyi, Portfolio Manager at Satrix)

In this episode of Ghost Stories, Siyabulela Nomoyi (Quantitative Portfolio Manager at Satrix) joined me to talk about the importance of China not just...

Don’t get ahead of yourself

After an exuberant equity performance in January and a slowdown in hikes by the Fed, are things really getting better, or should we be careful? Chris Gilmour weighs in.

Winter is coming and it’s going to bite

Winter is coming to the Northern Hemisphere and the cost of living is a major concern. Against this backdrop, there is substantial activity in the gold market.

Another week, another central bank

This week, it's all about the ECB decision on Thursday. Andre Botha of TreasuryONE sets the scene.
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