Research.LeutholdGroup

As another Chinese stock market drama is unfolding, we may see a repeat of last summer’s action, where U.S.-listed stocks with pending “going private” deals saw their discounts widen significantly.

• Read more

The recent capitulation of the Chinese domestic equity market (or A-shares) makes headlines almost every day. Different theories, circulating in both China and overseas, pop up frequently to explain the daily movement of A-shares. It seems the investment community gets excited when the Chinese market is on the decline (but not so much when the market is on the upswing); many investors are quite reactive to any negative news coming out of China.

• Read more