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Market Insight - October 2021

Volatility back on the agenda for investors

François Savary, Chief Investment Officer
Prime Partners SA,  October 2021

One month seems indistinguishable from the next on the financial markets, at least as regards the increasingly important role that Chinese news is playing for international investors.

This was illustrated in September by the saga of the Chinese property developer Evergrande’s possible default, which fuelled a sharp – but for the time being temporary – upswing in stock market volatility. While questions regarding Evergrande’s interest payments have yet to be fully resolved, it is likely that we will not be faced with global systemic risk and that the Chinese government will take the necessary steps to restructure the company as “smoothly” as possible.

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