Mon, Nov 9, 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. Opalesque Exclusive: DACH institutions push alternatives to 32.3% of portfolios as hedge funds make a comeback[more]

    Matthias Knab, Opalesque for New Managers: Institutional investors in Germany, Austria and Switzerland now hold almost a third of their portfolios in alternative investments, and they are more confident than ever in

  2. KRX chief courts CalPERS for bigger bet on Korea[more]

    Korea Exchange Chairman and CEO Jeong Eun-bo held talks with California Public Employees' Retirement System, or CalPERS, to promote greater investment in South Korea's capital markets, the bourse operator announced Wednesday. Jeong met with CalPERS Chief Investment Officer Stephen Gilmore.

  3. 755 Unicorns, $8 Trillion: Fifth Era maps the autonomous digital economy[more]

    Matthias Knab, Opalesque for New Managers: Fifth Era Partners, a specialized asset manager focused on the convergence of Internet, AI/Agentic and Blockchain technologies, has released the findings of its 13th Bia

  4. Opalesque Exclusive: "Enough beta plays" - how Fasanara builds an alpha-only multi-strategy platform[more]

    Matthias Knab, Opalesque for New Managers: Most multi-strategy funds promise diversification. Fewer can explain why their return streams should stay independent when markets turn. In an Opalesque SkillsLab investor

  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