Section
China
619 posts
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...
SIA Weekly: Door Slammed Shut on Emerging Markets, Trade War Escalation
The big theme running through world markets this week is the continued divergence of US markets and the…
China's Growth Spurt
by John Mauldin, Mauldin Economics Getting a Grip on Growth Export Substitutes AI Waves Automatic Automation Random Bright…
Crunch time for emerging markets
by Jurrien Timmer, Director of Global Macro, @TimmerFidelity, Fidelity Investments The last emerging-market (EM) rout was rescued by…
China's Belt and Road Initiative Opens Up Unprecedented Opportunities
By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors click to enlarge It was the…
The Dog Days of August
As the dog days of August arrive, world stock markets find themselves at a potential turning point. Historically,…
Global Economic Outlook - July 2018
The Northern Trust Economics team shares its outlook for growth, employment, inflation, and interest rates in the U.S.,…
SIA Weekly: Potential Disruptions to Trade and the Trend Higher in Crude Oil
Trading in world markets over the last week has been dominated by two major themes. First, the impact…
Asia & Europe: The New Path of Least Resistance
The stars are finally aligned for investing globally. The long-term opportunities in Asia are incredible. With over half of the global population residing in Asia, the sheer magnitude of Asian consumption is enormous.
Doubleline's Gundlach Makes Call for Higher Inflation, a Rally in EM Equities, and a Lower Dollar
Jeffrey Gundlach from DoubleLine Capital presented at the Strategic Investment Conference this past week. He started off his…
What If Higher Risk Leads To Lower Returns?
by Gerald Hwang, Jirisan Capital Do you believe that taking riskier equity exposures should reward you with higher…
SIA Weekly: A Look at the Trend in S&P500 and MSCI China ETF
by SIACharts.com This week in the SIA Equity Leaders Weekly, we are going take a look at the…
JDCOM ADS (JD) NASDAQ - Jan 11, 2018
JDCOM ADS (JD) NASDAQ - Jan 11, 2018 SIA Charts Daily Stock Report (siacharts.com) The SIA Daily Stock…
Investing in the Emerging Millennial Boom
by Laurent Saltiel, Naveen Jayasundaram, Sergey Davalchenko, Kate Huang, AllianceBernstein Millennials are becoming a powerful force in emerging…