Section
China
628 posts
The Silent Revolution: How China’s Tech Sector Is Catching Up to the Magnificent 7
by SIACharts.com China is making significant strides in both the AI and semiconductor sectors, signaling growing independence and…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
Can Anyone Replace China?
by Vaibhav Tandon, Senior Economist, Northern Trust Chief International Economist Vaibhav Tandon reviews the barriers protecting China's role…
MFS: 2025 - Six Key Themes
by Market Insights Team, MFS Investment Management SUMMARY As investors look to 2025, a number of key themes —…
What's Ahead for China in 2025?
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
How Will Emerging Markets Stocks Fare if Global Trade is Disrupted?
by Regina Chi, CFA® VP & Portfolio Manager, AGF Investments Inc. A focus on regions with strong economic…
China’s Sleeping Giant Awakens: Is the Market Rally Poised for a 2025 Breakout?
by SIACharts.com The quote, "China is a sleeping giant, when she wakes she will shake the world," is…
Cracking the Code: Why China-Focused ETFs Are Leading the Charge in Global Markets
by SIACharts.com In today's Equity Leaders Weekly, a document that often takes a high-level view of the markets,…
Trade, Tariffs, and Inflation - It's a whole new world
by Jeffrey Roach, PhD, Chief Economist, LPL Financial It’s a Whole New World One of the biggest fears…
Doomberg: Trump, Energy Policy & Geopolitical Chaos
Listen on The Move In this episode, Richard and Pierre are joined by the brilliant and…
Spotting the Next Big Thing: SIA’s Top-Down Meets Bottom-Up Market Insights
by SIACharts.com Many SIA practitioners use a top-down strategy to first identify the best relative strength performers across…
China stimulus – Game changer?
by Victor Kohn, Saurav Jain, & Kent Chan, Capital Group Do proposed stimulus measures in China change the…
China vs. Japan: A Battle for the Sharpest Equity Market Turns of 2024
by Key Takeaways August and September 2024 saw dramatic shifts in Japan and China’s equity markets, with Japan's…
Market uncertainty ramps up around the world
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways International Monetary Fund (IMF) - The IMF raised…
MFS: Monthly Equity Market Topics (October 2024)
by Ross Cartwright, Lead Strategist, Investment Solutions Group, MFS Investment Management In Brief China’s Economic Stimulus: A Glimmer…
From Downturn to Outperformer: How KWEB Became the Star of the China Market Rally
by SIACharts.com KWEB tracks the CSI Overseas China Internet Index, which includes China-based companies focused on internet and…
