Chinese Hard Landing

When we think of China, we think of it as a slowing giant that’s nearing its end instead of thinking of it as a giant that’s undergoing metamorphosis from its industrial form to its consumer form. Regardless of where you stand on China here’s an interesting paper published by the Banque De France that assesses the near term impact of of this transition.  Please click here for the paper: TOWARDS RECOUPLING

 

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We are a hedge fund that specializes in macro/value research and systematic trading. Rigel_R_Logo_SmallerOur research universe consists of a broad spectrum of asset classes that include commodities, equities, interest rates, and currencies. We currently manage two systematic portfolios that invest in all major asset classes: 1) Shuttle, a systematic, momentum based, trend-following strategy, and 2) Reversio, a systematic, sentiment based, counter-trend strategy.

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