Section
China
609 posts
Is China coming back with a bang?
by Alex Cousley & Yavor Obreshkov, Russell Investments Executive summary: Chinese equities are extremely cheap and priced for…
China’s 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 Officer—Multi-Asset, Neuberger Berman January was packed with news—and much of…
Count Down to Rate Cuts (and Hikes)
by Jeffrey Kleintop, CFA® 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…
Taiwan’s election, Japan’s market high, and China’s 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…
Top 5 Global Risks of 2024
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
The End of Declining Capital Intensity
by Robert M. Almeida, Jr., Global Investment Strategist, and Portfolio Manager & Team, MFS Investment Management Rob Almeida…
Is China Investable?
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, Charles Schwab & Co., Inc. Reasons…
Global market roundup: Manufacturing, earnings season, inflation, and more
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Manufacturing weakness Purchasing Managers’ Indexes painted a weaker…
A Decade of China’s Belt And Road Initiative
by Vaibhav Tandon, Senior Economist, Northern Trust The BRI has left both China and the signatories saddled with…
Six key themes impacting markets today
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Geopolitical risk Global stocks didn’t experience the big…
Doomberg: Separating Fact from Fiction
Listen on The Move The head of the Doomberg team, maestros at deciphering the complex symphony of the…
Schwab Market Perspective: Tension
by Liz Ann Sonders, Chief Investment Strategist, Jeffrey Kleintop, Kathy Jones and Kevin Gordon, Charles Schwab & Company…
