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China
582 posts
The Myth of De-Dollarization
In his article, "The De-Dollarization Fairytale," Alfonso Peccatiello explores the global financial system's reliance on the US Dollar…
Temper Your Enthusiasm: Near-Shoring Progress Might Be Slower Than Investors Think
by Regina Chi, CFA®, Vice-President and Portfolio Manager, AGF Investments Inc. Business trends – or, more precisely, expectations about…
China: What could drive its markets in 2023
by Victor Kohn, Steve Watson, and Kent Chan, Capital Group As nearly three years of lockdowns come to…
The Year of the Bull? What China’s Reopening Might Mean for Emerging Markets in 2023
by Regina Chi, CFA®, Vice-President and Portfolio Manager, AGF Investments Inc. In an article last July about China,…
Can you have your cake and eat it too?
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Global growth China and the eurozone reported strong…
Growth Expectations for China at a 17-Year High: Survey
by Frank Holmes, CEO, CIO, U.S. Global Investors The combination of the rabbit and yin water “bodes well…
Inflation, China’s reopening will help drive markets in the Year of the Rabbit
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Year of the Rabbit I’m hoping this year…
The Year of the Rabbit: China’s 2023 growth outlook
by Alex Cousley, Russell Investments 2023 is set to be a year of fading economic growth, with recession…
Risk for 2023: China Reopening
by Jeffey Kleintop, Chief Global Strategist, Charles Schwab & Company Ltd. Chinese officials may be preparing to bring…
JPM Marko Kolanovic: Inflation keeps pressure on yields as China stocks inflect upwards
by Marko Kolanovic, Chief Global Markets Strategist, JP Morgan Copyright © JP Morgan
A Deep Dive Into The Chinese Economy
by Carl R. Tannenbaum, Ryan James Boyle, Vaibhav Tandon, Northern Trust Internal priorities and external circumstances have brought…
Hugh Hendry on Fed, ECB, Treasuries, Monetary Policy (Full Interview)
Hugh Hendry, founder and former CIO of Eclectica Asset Management, says the Federal Reserve is in "a fog"…
China: Suspended Animation
by Ning Meng, China A-Share Strategy Leader, Neuberger Berman The run-up to China’s leadership meetings this fall is…
China's Yo-Yo Economy
by Jeffrey Kleintop, Chief Global Strategist, Charles Schwab & Company Although an economic rebound in China is underway…
Why Better Times May Be Ahead For China’s Stock Market
by Regina Chi, Vice President & Portfolio Manager, AGF Investments China stocks are slumping on news of rising…
