Market Insights

 

The Art of War Part II

November 2018

Our CIO and Co-Founder, Barry Lau, shares his thoughts on the development of the China-US trade talk.

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Predicting China's future

September 2018

Our CIO and Co-Founder, Barry Lau, shares his thoughts on growth of China's second tier cities like Xi'an.

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The Art of War Part I

August 2018

Our CIO and Co-Founder, Barry Lau, shares his thoughts and insight on China market.

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Adamas Clarity

March 2018

Our CIO and Co-Founder, Barry Lau, shares his thoughts on the China annual National People’s Congress, key developments that occurred in 2017 and opportunities ahead.

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A Determined Move to Create Affordable Housing or to Make Hong Kong Affordable?

November 2016

Hong Kong has announced a new measure to curb the residential rally, 15% Stamp duty on all Second Home Purchase. We anticipate transaction volume will drop by c.30-40% when compared with the previous home price rising period (April 2016 to October 2016) at 5,456 deals per month. We believe the new policy has the effects of reducing the number of speculators and deferring some first-time buyers from buying in anticipating a cheaper entry point in the correction.

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Adamas Comments on Trump's Victory

November 2016

We want to share with you our views on, from where we sit in Hong Kong, China, this momentous election outcome of Trump’s victory. We see Trump’s victory as a further catalyst for private lending markets, particularly in China. 

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Thoughts on China from the Desk of Barry Lau

Feburary 2016

With global markets taking a nose dive in recent weeks, many have argued that it has been caused by a slowdown in the Chinese economy.

Barry Lau, Managing Partner and CIO of Private Investments, shares his on the ground in China perspectives.

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Adamas’ view on private credit with respect to recent market movements – light at the end of the tunnel?

August 2015

“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness”. This opening paragraph of Charles Dickens’ A Tale of Two Cities aptly sums up the topic of China as an investment theme in many boardroom discussions lately. Unlike most previous years, the topic is not whether to double down on China, it has been whether to hold or reduce exposure to a particular sector or even the country overall.
 
 
 

China’s Shadow Banking

July 2013

The debate over the importance of and the risks posed by China’s shadow banking system to the economy seems a never-ending one and the recent sudden cash crunch in China brought “shadow banking” under the spotlight again. As an insider of the credit markets for SMEs in China, we feel it is important to share our insights about this issue and help our investors and friends obtain a comprehensive view about this market.

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