Section
China
619 posts
Does China hold keys to a global economic bounce?
A late '90s-style reacceleration may not be in the cards. by Dirk Hofschire, CFA, SVP; Lisa Emsbo-Mattingly, Director;…
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...
Trade Issues with China Remain Far from Resolved
by Ed Mills, Raymond James August 26, 2019 In addition to economic factors, the situation in Hong Kong…
SIA Weekly: Two markets impacted by the currency war
It has been a week since the Fed cut interest rates by 0.25% and in that time, investor…
Bridgewater’s Ray Dalio Discusses the Impact of China’s Growth on the World Economy
August 6, 2019 The US-China Conflict - 4:38 Investing in China - 11:30 Public and Private Markets in…
The China Question: An Economic Cold War?
by Hubert Marleau, Market Economist, Palos Management On the third of May, the S&P 500 peaked at 2946.…
Evaluating the Effects of China’s Pork Crisis
by John Lin, AllianceBernstein African swine fever is ravaging China’s pork supply and having a global impact on…
China's Renewed Expansion a Tailwind for Stocks and Commodities
by SIACharts Stock markets around the world started 2019 off on a tear then paused for six weeks…
Equity Leaders Weekly: Copper indicating trade bullishness, Biotech indicating increasing risk appetite
Equity markets in North America and Asia Pacific have resumed their upward course this week after spending the…
Has the China Collapse Finally Arrived?
by Andy Rothman, Matthews Asia China has been on the verge of a hard landing for many years,…
Liz Ann Sonders: Truce – He said, Xi Said
Key Points Statements released by the United States and China were consistent in describing a truce; but inconsistent…
3 investor takeaways from a recent trip to China
Chief Equity Strategist, Kate Moore shares insight for investors after a week of company visits in China. My…
Beyond the Sugar Rush: Strategic Stimulus for Chinese Stocks
by John Lin, Stuart Rae, Equities, AllianceBernstein Whenever the Chinese economy slows and its stocks take a serious…
Equity Leaders: India Turns the Corner on Bottom as Technology Stocks Sell Off
Trading in stocks and commodities has been distorted this week by the US Thanksgiving holiday. Often during this…
From China to Mexico to Brazil, Headline Noise Obscures Underlying Emerging Market Drivers
Positive catalysts are in place in all three countries, and across emerging markets valuations and earnings expectations make…
Should You Invest In The Only Country Planning Stimulus In 2019?
by Jeffrey Kleintop, Senior Vice President and Chief Global Investment Strategist, Charles Schwab & Co., Inc. Key Points…
