Market Insights

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Our Co-CIO’s Reality Check on US-China Decoupling

Written by Jeff Xu, Co-CIO (China) The prospect of a US-China decoupling has been one of the top concerns of LHG's capital partners. To...

Laurence Yang: Further Strength in the Euro Expected - Global Macro Outlook

Earlier this year, the Euro dropped to a 20-year low against the dollar and traded below parity against the dollar for the majority of...

Hang Seng Index at Multi-Decade Support, Is the Correction Finally Over?

Written by Laurence Yang When the closing bell of the HKEX rang on Friday January 26, 2018, stock investors and public company owners in...

China is 'Uninvestable'? Think Again - Global Macro Outlook

Co-written by Mr. Laurence Yang and Laurence Holdings Group's research team in Switzerland. Investors have been unsettled in recent...

(Translated) Jeff Xu: The Formation of the Current World Order and its Future Development

Contributed by Mr. Jeff Xu, Co-Chief Investment Officer and Chief China Strategist of Laurence Holdings Group. To read the original...

(Original Chinese) 许宗雷: 浅析当今世界局势的形成及未来的发展趋势

Contributed by Mr. Jeff Xu, Co-Chief Investment Officer and Chief China Strategist. 由我公司联席首席投资官兼中国首席策略官许宗雷先生提供。...

King Dollar Flying High ... For Now - Global Macro Outlook

Co-written by Mr. Laurence Yang and Laurence Holdings Group's research team in Switzerland. The US dollar has recently gained ground...

Japanese Yen Poised to Drop Against Other G10 Currencies - Global Macro Outlook

Japan's yen has been one of the world's worst performers this year, and the advisory and analyst teams at Laurence Holdings Group believe...

Is Japan At the Beginning of a Major Bull Market? TOPIX Broke Above the Infamous 'Iron Coffin Lid'

The Lost Decade The Lost Decade is commonly used to describe the decade of the 1990s in Japan, a period of economic stagnation which...

Oil Futures Showing Yet Another Sign We Are At the Beginning of a Commodities Supercycle

When the covid-19 pandemic first struck, the world’s appetite for raw materials plummeted. As demand fell, so did prices. Yet it was not...