Section
China
617 posts
Interest Rates Expectations Still in Flux, Chinaâs Equity Market Back in Play
by David Stonehouse & Regina Chi, AGF Investments A mid-week analysis of whatâs happening in global financial markets…
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...
WisdomTree: Navigating These Unusual Market and Economic Signals
Listen on The Move In this conversation Jeff Weniger, Head of Equity Strategy and Samuel Rines, Macro…
Emerging Market Contrasts: China and India
by Jeffrey Kleintop, Chief Global Investment Strategist, Charles Schwab & Company The two largest emerging markets have taken…
Are Sanctions Working?
by Vaibhav Tandon, Senior Economist, Northern Trust Sanctions have not been as powerful as expected. In many sports,…
Declaring Independence From the U.S.
by Jeffrey Kleintop, CFAÂŽ Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
Doomberg Decodes: Pumpamentals, Market Riddles, Energy, Gold/China, Uranium & Canada
Listen on The Move In this conversation, Doomberg (https://doomberg.substack.com/) joins Pierre and Mike to discuss various topics…
What Could Turn China Around?
by Jeffrey Kleintop, CFAÂŽ Managing Director, Chief Global Investment Strategist, Charles Schwab & Co., Inc. Changes in China's…
China, the Fedâs dot plot, and other things to watch in March
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Eyes on China China's National People's Congress convened…
Is China coming back with a bang?
by Alex Cousley & Yavor Obreshkov, Russell Investments Executive summary: Chinese equities are extremely cheap and priced for…
Chinaâs Equity Market Downturn
by Vaibhav Tandon, Senior Economist, Northern Trust Market pessimism is hard for Chinese policymakers to ignore. Gross domestic…
Neuberger Berman: The News and Our Views
by Erik L. Knutzen, CFA, CAIA, Chief Investment OfficerâMulti-Asset, Neuberger Berman January was packed with newsâand much of…
Count Down to Rate Cuts (and Hikes)
by Jeffrey Kleintop, CFAÂŽ Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
Hugh Hendry: The Growing China problem?
Hugh Hendry joined us for over an hour earlier this year in what was an amazing conversation about…
Taiwanâs election, Japanâs market high, and Chinaâs deflation concerns
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Taiwan Voters chose a return to the status…
Hugh Hendry: How to make the 'Debt Ceiling' and 'Supply' problem disappear?
Hugh Hendry joined us for over an hour earlier this year in what was an amazing conversation about…
