09 September 2021

Mind The Chinese Gap

During our Investment Committee, we reviewed the state of financial markets and how adjustments to the Stop & Go economies could develop in the different regions. We also focused on the latest developments in China, as the Government is implementing a back-to-basics strategy based on sharing wealth, avoiding financial exuberance, and a high concentration policy. As we enter the fourth quarter, investment positioning will be with 2022 in mind: we provide guidance to investors on how to navigate this new environment.