First leg
In Peking Opera, the Monkey’s arrival is always portended with a loud entrance. After the shocking start to 2016, we look to a recovery to the year’s high in the 1Q16 before a dip.
Metal flourishes early, good for autos, machinery and financials. Wood is
promising in the second month - good for healthcare and consumer/retail.
Water takes an early hit, so too gaming and transport. Avoid the Macau Ferry! But
look for a recovery in the third month.
Second leg
After peaking in April, our impish chimp retreats to the forest floor. The CLSA China
Forum in May offers the best advice for the bounce in June.
Wood flourishes - healthcare and consumer/retail are strong. Water
is scorched as Wood is the precursor to Fire. But Metal retreats, bringing down
autos, machinery and financials.
Third leg
The Monkey swings low, scoops up the low hanging fruit and heads back to the treetops. How are you positioned for year-end? Our Investors’ Forum is your friend.
That stack of Wood is alight! The Fire flares which is good for telcos, technology, utilities, and oil & gas.
Wood turns to charcoal - consumer/retail and healthcare retreat.
Fourth leg
Our Fire Monkey leaps up in November, but loses his grip. It’s been a wild ride. He readies his exit having left the world a better place for his mischievous antics.
The embers are cooling, the Fire has flared; Water (gaming and transport) return to
strength, but Metal shines. Autos, machinery and financials are back in favour.
The lights dim on telcos, technology, utilities and oil & gas. The Wood is spent. Healthcare and consumer/retail also decline.
Wood Tiger
You burst into Heaven and find the peaches of immortality. But you see the doorkeepers checking invitations. Eat while the going is good.
Wood Rabbit
You burst into Heaven and find the peaches of immortality. But you see the doorkeepers checking invitations. Eat while the going is good.
Earth Dragon
You burst into Heaven and find the peaches of immortality. But you see the doorkeepers checking invitations. Eat while the going is good.
Fire Snake
The doormen have cornered you and the outlook is uncertain, stash those bananas away. The CLSA China Forum will position you well.
Fire Horse
You’re cornered and they’ve slipped a restraint on your head and are keen to drag you to the zoo. It’s not looking good - play dead.
Earth Sheep
They think you’re secured but the restraints loosen - enough time to get back to the table and help yourself to the offerings.
Metal Monkey
They’re back, you’re about to be sedated, no more fruit for you, the Queen Mother of the West has you under her control.
Metal Rooster
Happily you wake to find that while you cannot move, you’re an arm’s reach from the feast. Bide the month and your strength will return.
Earth Dog
Someone bumps the other end of the table and the nuts are now in reach, you can eat them lying down at leisure, help yourself.
Water Pig
You burst into Heaven and find the peaches of immortality. But you see the doorkeepers checking invitations. Eat while the going is good.
Water Rat
The gurney slides down a slope; no matter, you’ve still got plenty of delights on those sheets and the eating is good.
Earth Cow
You’re still rolling away from heaven. You won’t get back in now, and stores are low, but that was quite a party.
