Dividends from state-linked companies are a policy choice
The payout trends I track across the state-linked companies in the index.
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FXIIWM
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FXI
FXI
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Notes mentioning FXI
3Policy support arrives in steps, and each step gets priced
Support for the economy tends to come in stages rather than one large package. Markets rally on each stage and then wait for the next.
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FXIIWM
When a market is priced for the worst, less bad is enough
Large Chinese companies trade at valuations that assume very little goes right. That makes the bar for a rally low.
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FXIIWM