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JANA holds fortnightly all-staff research meetings on Monday mornings, and once a month a member of our Capital Markets Group provides the business with a snapshot of JANA’s major economic developments from around the globe.
JANA’s year in review commentary summarises global news and economic commentary that is material to markets.
The Chinese Government’s interventions within the country’s internet and education industries over July have sparked sharp declines in the share prices of companies that are most directly affected, including some of the larger cap names that comprise mainstream indices such as the MSCI Emerging Markets Index. Within this Note, the Global Equities Research Team provides an overview of the context behind this development and its initial views on the implications for investment strategies.