Wed, Jul 1, 2026
A A A
Welcome Guest
Free Trial RSS pod
Get FREE trial access to our award winning publications
Alternative Market Briefing

Investing in A Shares, Marco Polo Pure A.M. analyzes the layers of Chinese government policies which effect the markets as well as “The Olympic Effect” on the Chinese economy - Part Two, JPMorgan says China is considering stimulus package of $29-58bln or 1.0-1.5% of GDP

Wednesday, August 20, 2008

Opalesque Exclusive: Investing in A Shares, Marco Polo Pure A.M. analyzes the layers of Chinese government policies which effect the markets as well as “The Olympic Effect” on the Chinese economy - Part Two Kirsten Bischoff, Opalesque New York: Reviewing the “Olympic effect” on economies over the past twenty years (from the US in 1984 through Greece in 2004), host countries’ stock markets increased on average by 46% in the 18 months before the games, and increased on average by 44% in the 18 months after the Olympics. To learn more about the expected Olympic effect on the Chinese economy Opalesque recently spoke with Alan Landau, President of Marco Polo Pure Asset Management. To read Part One – see coverage: here.

China: The Olympic effect In the years leading up to the 2008 Beijing Olympic Games the Chinese government invested $40bln into preparation to host the Games. However, as the end of the first week of competition came to a close the Shanghai A Share Index fell 6.46% (from August 11th-15th) and the return on this investment in form of an “Olympic effect” boost to the nation’s stock markets was yet unseen. “It was always our view that at best the Olympics might have a psychological impact on investor sentiment, which could drive the market higher. We never thought that ......................

To view our full article Click here

Previous Opalesque Exclusives                                  
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Other Voices: Nvidia extraordinary growth and the challenge of sustaining demanding valuations over time[more]

    Antonio Di Giacomo, Senior Market Analyst at XS.com, writes: Nvidia has established itself as one of the most extraordinary growth companies in the global technology sector. Over the past two fiscal years, its revenues have risen from levels close to $60 billion annually to well above $120 billi

  2. Secondaries take center stage: What the 2026 PE landscape means for GPs and investors[more]

    Matthias Knab, Opalesque for New Managers: The 2026 edition of Dechert's Global Private Equity Outlook - "Signs of a Gradual Thaw" - marks a notable shift in industry sentiment. After years of compr

  3. And, finally: Time to share it with the people[more]

    From Newsoftheweird: Leavenworth, Washington, has become a tourist destination because of the Bavarian theme businesses have adopted there, NPR reported. One shop, the Leavenworth Nutcracker Museum, houses the world's largest nutcracker collection, thanks to 101-year-old Arlene Wagner. Wagner sta

  4. Opalesque Exclusive: Private Markets Evergreen Funds - An Insider's View[more]

    Matthias Knab, Opalesque for New Managers: Private Markets Evergreen Funds: What Investors Need to Know Before They Dive In The democratization of private markets is well underway. Structural barriers t

  5. Opalesque Exclusive: Governance, Scale, and Boutique Resilience in a Consolidating Hedge Fund Industry[more]

    Matthias Knab, Opalesque for New Managers: The hedge fund industry has undergone significant consolidation in recent years, with capital increasingly concentrated among large multi-strategy platforms. Yet boutique m