Section
China
618 posts
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…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
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…
The Silent Revolution: How China’s Tech Sector Is Catching Up to the Magnificent 7
by SIACharts.com China is making significant strides in both the AI and semiconductor sectors, signaling growing independence and…
Can Anyone Replace China?
by Vaibhav Tandon, Senior Economist, Northern Trust Chief International Economist Vaibhav Tandon reviews the barriers protecting China's role…
MFS: 2025 - Six Key Themes
by Market Insights Team, MFS Investment Management SUMMARY As investors look to 2025, a number of key themes —…
What's Ahead for China in 2025?
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
How Will Emerging Markets Stocks Fare if Global Trade is Disrupted?
by Regina Chi, CFA® VP & Portfolio Manager, AGF Investments Inc. A focus on regions with strong economic…
China’s Sleeping Giant Awakens: Is the Market Rally Poised for a 2025 Breakout?
by SIACharts.com The quote, "China is a sleeping giant, when she wakes she will shake the world," is…
Cracking the Code: Why China-Focused ETFs Are Leading the Charge in Global Markets
by SIACharts.com In today's Equity Leaders Weekly, a document that often takes a high-level view of the markets,…
Trade, Tariffs, and Inflation - It's a whole new world
by Jeffrey Roach, PhD, Chief Economist, LPL Financial It’s a Whole New World One of the biggest fears…
Doomberg: Trump, Energy Policy & Geopolitical Chaos
Listen on The Move In this episode, Richard and Pierre are joined by the brilliant and…
Spotting the Next Big Thing: SIA’s Top-Down Meets Bottom-Up Market Insights
by SIACharts.com Many SIA practitioners use a top-down strategy to first identify the best relative strength performers across…
