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Singapore Jan 19, 2021

Chinese Equities rise with a lag
In an earlier issue of this newsletter, we had noticed that while investors had started buying Chinese equities in early November, prices had refused to budge. Finally (in a move that reminded me of a second hand stick shift that I once owned!) the gears engaged after a perceptible delay and Chinese equities jerked forward.

The chart above superimposes the China A50 ETF prices on top of cumulative buying volumes of Chinese equities. As you can see, the delay between start of buying and price rise was almost 2 months. …


Tanmai Sharma

Tanmai is the CEO and Founder of Canopy, which is an investment reporting and analytics company. Here he analyses investment trends seen in Canopy's meta-data

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