Section
China
620 posts
How Rising U.S.-China Tensions Could Affect Investors
by Michael Thawley, Matt Miller, Capital Group China's relations with the West are at a crossroads. Capital Group…
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...
China's Trilemma
by Carl Tannenbaum, Asha Bangalore, Northern Trust View PDF version I was recently honored to participate in a…
No Trade War Between the U.S. and China… Yet
by Frank Holmes, CIO, CEO, U.S. Global Investors Crisis averted—for now. Last week President Donald Trump met for…
Where Is China's Economy Headed in 2017?
Thoughts on the growth prospects for the world’s second-largest economy, its red-hot housing market and weakening currency. by…
China Sets the Stage to Replace the U.S. as Global Trade Leader
by Frank Holmes, CIO, CEO, U.S. Global Investors Saturday marked the Lunar New Year, the most important date…
China Check In
by Matthew Peterson, Chief Wealth Strategist, LPL Financial KEY TAKEAWAYS § China looms large at the beginning of…
China No Longer the Largest Foreign Holder of U.S. Treasuries
by LPL Research The Treasury International Capital System (TICS) report was released last week and showed that Japan…
Asian markets: Is global growth the trump card?
Asian markets: Is global growth the trump card? by Brent Bates, Senior Portfolio Manager, Invesco In Asia ex-Japan,…
The End of Abundance
by Wang Feng, Professor, UC Irvine, and Fudan University, Shanghai, for ProjectM Online China’s astounding economic boom has…
Yuan Continues its Slide and China not Doing Much to Stop it
by Bryce Coward, CFA, Gavekal Capital Over the last several weeks Eric has been exploring the implications of a further…
Chinese Demand may push the Price of Copper up by one-third
Chinese Demand may push the Price of Copper up by one-third by Chilean Metals A Bloomberg article from…
The Chinese Yuan Took a Breather Since June – Is the Devaluation About to Restart?
by Eric Bush, CFA, Gavekal Capital Regular readers know we have been keeping a watchful eye on the…
The Chinese Yuan is Quietly Depreciating Again, and What it Means for Stocks
by Eric Bush, CFA, Gavekal Capital The Chinese yuan has been out of the limelight for the past…
At Crossroads, China’s Reforms Stall
By Brad Gibson, Jenny Zeng, Anthony Chan, Fixed Income AllianceBernstein August 22, 2016 Issues coming to a head…
China’s Growth: Warning Signs Increase
China’s Growth: Warning Signs Increase by Anthony Chan, AllianceBernstein China’s July economic activity data was alarmingly sluggish—reinforcing our…
