Gavekal Research

China – Spreading The Urban Wealth

President Xi Jinping has a thing for Hebei, the dusty industrial province that surrounds Beijing. He has promoted a plan for integrating wealthy Beijing and Tianjin with poorer Hebei, even declaring it a national strategy that will drive future growth. To us, the most interesting part of the plan is the focus on spreading public

Two Measures on China -Liquidity and Fundamental

Within the process of managing portfolios and funds, we use fundamental research, technical analysis, asset class valuations and global liquidity analysis to formulate our view of capital markets and adjust our portfolios to reflect that view. To help us do this, we subscribe to external global research from CrossBorder Capital (CBC) and Gavekal Research (Gavekal).

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The MitonOptimal group of companies are independent multi-asset investment managers, majority-owned by our management and directors. We employ over 40 staff across offices in Guernsey, South Africa and the United Kingdom. Our primary business focus is the delivery of Discretionary Investment Management and Client Portfolio Management services to a global client base of intermediary and private clients, as well as a range of regulated funds.