China

China Currency Insight Markets Outlook

Yuan's Weakness A Negative Signal for Global Equity Prices

Yuan's Weakness A Negative Signal for Global Equity Prices by Eric Bush, CFA, Gavekal Capital Over night, the yuan briefly hit a 5-year ...
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China Insight Markets Outlook

Get Ready for an “All China” Equity Market

Get Ready for an “All China” Equity Market by Stuart Rae, John Lin, and Liang Zhu, AllianceBernstein China’s fragmented equity markets have always ...
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China Consumption Economy Insight Markets Outlook

How to track China’s fast-changing consumer sector

How to track China’s fast-changing consumer sector by Olivia Barbee, Wells Fargo Asset Management Today we have a guest post by Jerry Zhang, Ph.D., ...
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China Insight Markets Outlook

China: Mounting Macro Paradox

China: Mounting Macro Paradox By Henry H. McVey, Head of Global Macro & Asset Allocation, CIO of KKR Balance Sheet, Kohlberg, Kravis, Roberts ...
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China Economy Europe Insight Interest Rates Leading Indicators Markets Outlook QE UK

Global Economic Outlook – April 2016 (Northern Trust)

Global Economic Outlook April 2016 by Carl R. Tannenbaum, Asha Bangalore, Victoria Marklew, Marshall Birkey, Ben Trinder, Brian Liebovich, Ankit Mital, Northern Trust ...
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China Insight Markets Outlook Stocks

Quite a Few Chinese ADRs Are Setting Up for Potential Breakouts

Quite a Few Chinese ADRs Are Setting Up for Potential Breakouts by Ivaylo Hoffman, Ivanhoff Capital 2016 has been the year of mean ...
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China Insight Markets Outlook

24 Charts: Chaotic China

24 Charts: Chaotic China by Wil Ortel, CFA Institute I bet you’ve been thinking about China more often than usual over the past ...
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China Economy Insight Markets Outlook

China’s Loan Spike May Not Be a Red Flag

China’s Loan Spike May Not Be a Red Flag by Hayden Briscoe and Anthony Chan, AllianceBernstein Lending in China has jumped massively, startling ...
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Bond Market China Economy Energy & Natural Resources High Yield Insight Markets Outlook US Stocks

Jeremy Grantham: Investment Outlook 2016

2015 and 2016, U.S. Equity Bubble Update, and Yet More on Oil [excerpted] by Jeremy Grantham, GMO LLC Summary ■ The positive effects ...
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Bond Market Bonds China Credit Markets Fixed Income Insight Markets Outlook

Peking Duck (for cover)

Peking Duck (for cover) by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · Yuan inclusion in the IMF’s SDR basket in December ...
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