CHN News and Press, China Fund Inc. From 09/18/21

For income investors, closed-end funds remain an attractive investment class that covers a variety of asset classes and promise high distributions and reasonable total returns. Closed-end funds are generally characterized by higher volatility and deeper drawdowns than the broad market...

China could behave differently, for better or for worse, from the rest of emerging markets. The KraneShares Emerging Markets Consumer Technology fund returned -11.01%1 for the quarter-to-date period. US markets continue to exhibit stretched valuations on an absolute basis and disp...

Surprising policy developments are rocking the craft, but in our view, the course remains set for the same long-term destination, and the uncertainty and volatility may present some attractive investment opportunities. The continued deterioration in U.S.-China relations in the past fe...

The financials of the Chinese companies are whatever the Chinese Communist Party wants them to be. They do not allow outside third-party audits. There is no verification of anything. The Chinese intervention began with DiDi, spread to the tech companies, enlarged to the educational se...

A “big” correction in the present low-volatility context is probably somewhere around 10%, or what we saw in the S&P 500 in September and October last year. As things stand now, barring mutations, wars or counterproductive Fed actions, a likely target for a big corre...

In addition to battery element shortages, the chip shortage has limited electric vehicle production. At the auto show in Munich last week, several auto executives commented on the chip shortage. Overall, the electrification of vehicles may be characterized by perpetual shortages for y...

All signs point towards an imminent withdrawal of central bank stimulus, globally. Meanwhile, the U.S. economy is headed for one of the largest fiscal cliffs ever. Global growth is slowing even before massive stimulus withdrawal. For further details see: Prepare For Turb...

China is the second largest economy on the planet with more economic growth and disruption than anywhere else. Over recent years, Chinese companies have increasingly chosen to access the capital markets by issuing convertibles. While we don’t anticipate the government will ...

The current slowdown was telegraphed by the bond market, and we’re now in the midst of it. There are any number of reasons to think the economy will just keep fading all the way back to the pre-COVID trend of about 2%. I don’t see any reason to believe we are near recess...

The focus in the US shifts from the labor market to pricing pressures. EU economic and financial affairs ministers are meeting in Slovenia. The meeting concludes on Saturday, September 11. The UK releases August unemployment claims and the unemployment rate on Tuesday. For f...