One third of 2019 is already behind us and, to say the least, it has been the heck of a third in the financial markets. On 31st December 2018, very…This content is for Research, Model Portfolio + Investment Ideas, 1-month Free Trial and Diamond Membership members only. Log In Get a 1-month Free Trial
SELL AMERICA, BUY CHINA
In October 2014, in our of strategic pieces titled THE NEW KONDRATIEFF CYCLE, we outlined the case that 2013 marked the end of the US Dominance of the World and that the Chinese Kondratieff cycle had started.
AZUR ASIAN EQUITY FUND Up + 7.60 % Year To Date at 5th March 2018
At a time where most world equity indexes are less than 1 %, AZUR ASIAN EQUITY FUND that we advise is up + 7.60 % net of all fees.
Since inception in November 2014, the fund has delivered +8.75 % net of fees per annum to investors, well ahead of the +7.14 % delivered by the corresponding MSCI ETF.