Section
China
625 posts
What's Ahead for China in 2025?
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
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...
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…
Is China Investable Again?
by Jeffrey Kleintop, Chief Global Market Strategist, Charles Schwab & Company Should China deliver sufficient stimulus to break…
China’s Stimulus Surge: A Boost for Markets or a Risky Bet?
China’s latest stimulus, launched in September 2024, represents an effort to stabilize an economy struggling with internal and external pressures. But the question remains:
Outpacing the Market: Why QFIN's 10/10 SMAX Score Signals Strong Growth
by SIACharts.com Qifu Technology (QFIN) is a Credit-Tech platform in China that provides a comprehensive suite of technology…
