Section
China
663 posts
When Steady Growth Isn't Enough: Goldman Sachs Flags a Building Storm of Downside Risks
Goldman Sachs Chief Economist Jan Hatzius opened his October 26 Global Views research note1 with an observation that…
Something Has to Give
by Ed D'Agostino, Global Macro Update, Mauldin Economics “Ill fares the land, to hastening ills a prey, Where…
Faster Decisions, No Compromise: Inside BMO Insurance’s SmartDecision
BMO Insurance's Katarina Nikolic, on how SmartDecision delivers market leading real-time underwriting decisions up to $5-million, which eliminates delays and uncertainty in the decision-making process.
Not Going Second Anymore: China Biotech Reaches Escape Velocity
In a May 2026 market update1 prepared for Stifel Healthcare Investment Banking, Managing Director Tim Opler traveled to…
The AI Trade Might Not Be Where You Think It Is
Spending on AI isn’t the same as profiting from it. Sri Iyer and Adam Cilio explain how the Guardian i³ Investments TeamTM uses machine learning, AI, and human judgment, to separate builders, spenders and beneficiaries.
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Luxury Feels the Pinch as Beijing Comes for the Offshore Billions
By Frank Holmes, CEO, CIO, U.S. Global Investors This Thursday, October 22, is a big day for China’s…
Russia, China, Iran, Energy: Why Every Western Move Makes Things Worse | Doomberg
Listen on The Move Every move the West makes seems to make things worse — and Doomberg…
A Hawkish Fed, a Two-Speed China, and the Thread That Connects Them
by Dr. Jeffrey Roach, Chief Economist, LPL Research Washington's inflation fight and Beijing's growth problem are pulling the…
Let's talk China, but don't be fooled by its propaganda machine
by Eugenio Alemán, Chief Economist, Raymond James After a week of traveling abroad to meet with clients and…
Data Centre Backlash, Oil's Return, and the Consumer on the Edge
Sadiq Adatia, Chief Investment Officer at BMO Global Asset Management, addresses three compounding pressures on markets in his…
Emerging Markets: JPM’s New Strategic Investment Case
For fifteen years, the case for emerging markets was a story told with conviction and rewarded with mediocrity.…
China's Gold Chase: Strategy, Not Speculation
When Chinese President Xi Jinping tells Spanish Prime Minister Pedro Sánchez that "the international order is crumbling into…
The great inversion: Investment opportunities amid a new paradigm
For two decades, the United States consumed and China built. That division of labor has not merely evolved — it has inverted. The investment map drawn for the early 2000s no longer describes the next decade.
Warning Lights On
The global economy is moving forward with warning lights flashing.
China's Long Game: Doomberg on the Energy Chess Match the West Doesn't Know It's Playing
There is an old joke about the person who loses a chess match in twelve moves and spends…
The Broadening Out
When Big Tech Cheapens and the Rest of the World Catches Up