Section
China
641 posts
China Summit Disappointment Stresses Markets
by Professor Jeremy J. Siegel, Senior Economist, WisdomTree Markets ended last week under pressure as the optimism that…
The Game Theory Behind Taiwan
by Frank Holmes, CEO, CIO, U.S. Global Investors I’ve long been a student of game theory, the branch…
Emerging-Market Equities: A Brief History of Volatility and Recovery
Could heightened uncertainty driven by the Middle East conflict lead to strong return potential?
China's Exposure To The Persian Gulf
Deeper partnerships create deeper fault lines.
China’s Export Run Continues
Chinese firms continue to lean on exports.
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
Is China Really Dumping US Treasuries?
by Lance Roberts, RIA “China is dumping US Treasuries to get out of the dollar.” This claim has…
The Global Wealth Report 2025 by UBS: A World in Transition, With Wealth in Motion (Infographic)
Foreword: Understanding Wealth in a Changing World In the sixteenth edition of the Global Wealth Report1, UBS offers…
AGF's David Stonehouse: A Narrower Path Forward for Markets
As markets head toward 2026 with momentum but less margin for error, David Stonehouse offers a clear-eyed roadmap for navigating tariffs, policy pivots, and a maturing bull market.
The 2026 Global Economy: Likely Resilient, Despite Frictions
by Eric Winograd, Sandra Rhouma, Eric Liu, AllianceBernstein We expect economic growth to continue in 2026, but wide-ranging factors…
3 investment opportunities in a fragmented world
by Kohei Higashi, Tom Cooney, Cheryl Frank, Lisa Thompson, Chris Thomsen, Capital Group The world is undergoing significant…
Managers refine how they navigate AI market concentration
by Jonathan Woo, Senior Research Analyst, Russell Investments NOVEMBER 2025 ACTIVE MANAGEMENT INSIGHTS Key takeaways Global policy support…
China: From Uninvestable to FOMO
by Craig Basinger, Derek Benedet, & Brett Gustafson, Purpose Investments A few years ago, headlines abounded calling China…
Another U.S.-China Flare-Up
by Vaibhav Tandon, Senior Economist, Northern Trust Negotiations are off to a combative start. In high-stakes negotiations, there…
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…
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…