Eclectic Investors

Since my ideal investment product is a global macro quantitative equity fund, this blog is about global macro analysis and calls, as well as how to implement these insights in quantitative equity investments.

Friday, November 7, 2014

Why did I predict Chinese economy to slow dramatically more than two years ago? Six Charts to explain China’s fundamental economic problems and necessary reforms.

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Three years ago, when I predicted that China’s GDP growth could slow to as low as 3% within five years ( Here A and Part B ), few agre...

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About Me

Xi Li: Since my ideal investment product is a global macro equity fund, this is a blog about global macro analysis and calls and how to implement these insights in quantitative equity investments. To manage this kind of funds, I would occasionally turn the right valves and screws of quant investment process to steer the fund toward the directions suggested by global macro insights, while the fund constantly makes bottom up bets. As a result, the blogs will also include some preliminary guidance on how to implement global macro calls. If you want more detailed guidance, you need to consult me directly.

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