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How markets (and TenViz) correctly predicted coming improvement in China

private-equity
estimates
quantitative
economics
equities
machine-learning
alternative-data
(Konstantin Fominykh) #1


Just 2 weeks ago the world was drowning in negative news about China: https://www.cnbc.com/2019/03/20/chinese-companies-had-record-amount-of-corporate-bond-defaults-in-2018.html

All that commentary was essentially lagging. So, what do you do to get the markets right?Obviously, you need to focus on Leading indicators not the lagging government releases. Or, you can defer to experts (like TenViz) - we are laser focused on leading not lagging indicators.

Since Dec 31, TenViz Tools correctly predicted that Equities and Credit Markets were actually improving (see the chart) Return: 27%.


See our posts on LinkedIn from December 13, telling that China was about to turn around: https://www.linkedin.com/pulse/chinese-stars-getting-well-again-konstantin-fominykh/

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