Will China bounce back?

August 19, 2021 | Articles

The August 2021 edition of Numera’s Global Macro Monitor discusses the factors behind China’s ongoing equity market sell-off. We explore the impact of macro forces and antitrust legislation on recent market performance, and evaluate the attractiveness of CN equity investments over the coming year.

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The LatAm equity puzzle

July 28, 2021 | Articles

The July 2021 edition of Numera’s Global Macro Monitor focuses on LatAm stocks, which continue to underperform despite exceptional international conditions. We explore the factors currently weighing on returns, and evaluate the attractiveness of new investments over the coming year. 

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