Prediction Held up AI assessment confidence: 95% certainty 4/5 debate potential 2/5

Global Capital Allocations to Onshore Chinese Equities Will Inevitably Increase

James Aitken · James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58) · Jun 25, 2018 · at 58:19

Macro strategist James Aitken discusses the structural integration of Chinese financial markets into global indices like MSCI.

0:00 / 0:11exact quote · 11.7s
720p mp4 · rendered on demand · StarZero watermark
“Whether it be passive money or active money, over the next several years, there will be increasing allocations to Chinese onshore equities, and that's not going to go away.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

More from James Aitken

Opinion
Aitken: US administration is directly signaling global capital to leave
“We now have an administration sending a very direct message over and over again to global capital. And I paraphrase, please go away.”
James Aitken Apr 14, 2025 ▶ 7:40 Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
Opinion
Aitken: The right allocation to Chinese renminbi assets is zero
“I'll just say generally that the right size exposure to renminbi assets is zero, and perhaps that's something we should take up in another conversation ahead of the Taiwanese presidential elections.”
James Aitken Jul 10, 2023 ▶ 39:09 James Aitken – Opportunities and Risks from Monetary Policy (EP.326)
Opinion
Aitken: Fixed Income ETF Liquidity Creation is Buy-Side Propaganda
“The idea that ETFs were ever a self-liquifying instrument, that is to say that ETFs create liquidity in their underlying reference securities was always just buy-side propaganda. Absolute garbage. And to see dozens and dozens and dozens and dozens Of credit an…”
James Aitken Mar 18, 2020 ▶ 24:45 James Aitken – Systemic Risk in a Crisis (Capital Allocators, EP.126)
Opinion
Germany's Decision to Punish Greece Triggered the Eurozone Systemic Crisis
“The key assumption Underpinning economic and monetary union. In fact, to this day, there's no default risk in peripheral credit of all kinds, whether it be sovereign or bank or whatever. And Ted, the Germans thought, here's an opportunity to teach everyone a l…”
James Aitken Jun 25, 2018 ▶ 20:40 James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
Insight
Secular Stagnation Is a Policy Choice, Not an Inevitable Reality
“Secular stagnation is a euphemism for policy failure, meaning that secular stagnation is a choice.”
James Aitken Jun 25, 2018 ▶ 1:08:21 James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
Prediction Not checkable as stated
Aitken: Expect two horrible quarters of global growth, crushing US equities
“The reality is that we're going to have two quarters of global growth that are going to be absolutely horrible. And in that context, the market clearing price of earnings, and therefore the market clearing price of equities in general, in the US in particular,…”
James Aitken Apr 14, 2025 ▶ 17:34 Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 700 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.