Data Assets & Alpha Group: Assessing Risk / Reward for Asian Equities Post a Modest Pullback
Making Sense
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Introduction
Eloise Galder and Kruper Patel talk about key macro, micro, and political themes in the context of our high-frequency trading data. Eloise: Asia really was the bright spot in terms of equity performance from October through to late January this year. In recent weeks, Asian equities have given back some of those gains. Is there risks of it which we really need to consider? Or if not, isn't this a great reentry opportunity into Asian equities that we really want to take advantage of? And let's hone in on China for the time being.
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