Section
China
628 posts
Is the Chinese Stock Market Rally Sustainable?
by Michelle Gibley, CFA, Director of International Research, Schwab Center for Financial Research Chinese equities have surged amid investor…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
China Tries To Curb Competition Excess capacity leads to excessive competition.
by Carl Tannebaum, Chief Economist, Northern Trust Excess capacity leads to excessive competition. I learned a new English…
Golden Cross and Breakout: Why Alibaba’s Chart Just Flashed Bullish
by SIACharts.com Shares of BABA have once again moved back into the favored zone of the SIA International…
What Will 2025 Really Be Remembered For?
Louis-Vincent Gave’s Big-Picture View, Simplified
Energy: Global Excess or Shortage of Power?
Israel-Iran hostilities brought a short-term market focus on oil. Longer term, artificial intelligence (AI) electricity needs could create a power shortage, as well as opportunities and risks for investors.
Wesbury: Dueling Economies
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
KISS 2025: The Big Picture Shifts Reshaping Your Portfolio Playbook
Louis-Vincent Gave breaks it down—simply, sharply, and with implications you can’t ignore. “When the facts change, I change…
Economic Data Surprises, While China Tensions Resurface
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
China’s Growing Reach In Shipping
by Vaibhav Tandon, Senior Economist, Northern Trust The U.S. is watching Beijing’s growing maritime power. An "end-to-end" approach…
Tariffs: Q1 Impacts and Q2 Negotiations
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
The Trump Put Reloaded: When One Word Wags the Market
It took just one word. “Pause.” Not “rescind,” not “repeal,” not “reverse.” Just a fleeting, monosyllabic lull in…
Global Rally, U.S. Stall: Is China the New Market Leader?
by SIACharts.com Year-to-date, U.S. markets have experienced mixed results, with major indices like the S&P 500 (SPX.I) and…
Canada at the Crossroads: How the Trade War is Reshaping the 2025 Election
It is said that history does not repeat itself, but it often rhymes. With the looming shadow of…
Global Markets Diverge: China and Europe Surge While U.S. Stocks Tumble
by SIACharts.com Focusing on weekly performance, several major U.S. stock market indices experienced declines over the past week.…
Forget the Magnificent 7: Meet China’s Terrific 10
by Yan Taw (YT) Boon, Head of Thematic – Asia, Neuberger Berman China’s top tech firms are emerging…
