Letters by company

China Evergrande Group

1 letter discussing EGRNQ. Everything written about it on this site is on its ticker page.

First Eagle Investments Global Value Team Annual Letter The Global Value team argues that China’s property slump and manufacturing overcapacity have supported global disinflation, while renewed Chinese stimulus and loose US financial conditions could revive inflation risks. It maintains a diversified, bottom-up portfolio and strategic gold exposure rather than concentrated bets on technology-led market narratives. 2024 —