China’s economic opaqueness, including doubts about the veracity of official figures, is one the biggest blind spots for policymakers and businesses around the world trying to plan for a highly unpredictable future.
It’s a little like trying to pilot a giant aircraft while a key gauge on the dashboard looks jammed.
This has brought increasing attention to the pronouncements of China’s economic authorities, as well as the performance of its once-isolated stock market.
Churning Over China
Top value fund managers are ready for the small cap bear market to be done
During the bull market, small caps haven't been performing well, but some believe that could be about to change. Breach Inlet Founder and Portfolio Manager Chris Colvin and Gradient Investments President Michael Binger both expect small caps to take off. Q1 2020 hedge fund letters, conferences and more However, not everyone is convinced. BTIG strategist Read More