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
Jun 9, 202311 min read
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...
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Dec 15, 20224 min read
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...
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Oct 13, 20223 min read
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...
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Nov 26, 20214 min read
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...
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Nov 26, 202128 min read
(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...
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Nov 25, 202121 min read
(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。...
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Nov 25, 20213 min read
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...
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Oct 19, 20213 min read
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...
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Jul 5, 20212 min read
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...
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Jun 10, 20211 min read
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...
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