Churning Over China [INFOGRAPHIC]


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.

Alluvial Fund August 2020 Performance Update

Alluvial FundAlluvial Fund performance update for the month ended August 31, 2020. Q2 2020 hedge fund letters, conferences and more Dear Partners and Colleagues, Alluvial Fund, LP returned 4.8% in August, compared to 7.2% for the S&P 500 and 5.6% for the Russell 2000. Year-to-date, Alluvial has returned 6.6% versus 9.7% for the S&P 500 and Read More


Churning Over China

Churning Over China Infographic

Via Barry Ritholtz, Source: PIIE