How An Asian Tech Crash Could Spark A Chinese Housing Downturn

HFA Padded
Rupert Hargreaves
Published on
Updated on

Will China tightening spook the markets? That’s the question UBS’s global macro strategists Bhanu Baweja and Manik Narain ask and try to answer in a recent global macro research report. The report considers the current state of the markets. Specifically, while US investors appear to be relatively unconcerned about the world’s economic problems with market volatility near a 25 year low, metal prices are telling us a different story about what’s happening in China – the answer could depend on what happens in the Asia Tech market.   Will Asia Tech Crash Spark The Next Market Collapse? Over the past…

This content is exclusively for paying members of Hedge Fund Alpha

Log In

Insider Strategies and Letters to Shareholders from the Top Hedge Funds and Maximize Your Portfolio Growth with Hedge Fund Alpha

Don’t have an account?

Subscribe now and get 7 days free!

HFA Padded

Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk