Stunning to watch the precipitous decline in the closely tracked American Association of Individual Investors (AAII) Investor Sentiment Survey. The February 26 print of 19.4% marks a significant downward move from the prior week (29.2%), suggesting a give-up in investor confidence is underway.

This week I attended a timely symposium, ‘Awakening The Dragon’, hosted by the Shenzhen Stock Exchange in collaboration with CITIC CLSA and the Bank of China Syd Branch. There were several notable takeaways:

Last Friday November 15, I had the great pleasure of being the special guest convener of a panel discussion at Euroz Hartleys annual ‘Bringing the West to the East’ lunch held at the MCA, The Rocks, Sydney.