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Home / INSIGHTS / China’s reforms will improve companies’ ROE
While the long-term outlook for China is good, investors should look closely at Chinese companies' return on equity (ROE).
A robust investment process needs to accept that higher volatility in equity markets is normal, and unlikely to disappear anytime...
As the Nobel Laureate Milton Friedman famously said, “The major monetary metal in history is silver, not gold"
Widespread cuts in interest rates may be in prospect, and, despite the rally, selected credits may be still cheap.