Section
China
617 posts
Top 5 Global Risks of 2024
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...
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…
Little trouble in big China matters
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Market Ethos - Richardson Wealth September 11, 2023 China’s…
The Growing List—and Politicization—of BRICS and Friends
by Quincy Krosby, PhD, Chief Global Strategist, LPL Financial The BRIC acronym, without the “S,” was introduced in…
Reshoring is Real
by Vaibhav Tandon, Senior Economist, Northern Trust Supply chains are realigning, to China's dismay. “Digging to China” is…
Rising Yields, China’s Woes Undermine Stocks
by Investment Solutions Group, MFS Investment Management A review of the week’s top global economic and capital markets…
Triumph of the Optimists?
by Katie Nixon, CFA, CPWA®, CIMA®, Chief Investment Officer, Northern Trust Wealth Management Despite being the height of…
Dysfunction in China
by Stephen Vanelli, CFA, Knowledge Leaders Capital Today was a disaster for Chinese economic data. In the table…
Economic Powerplay: US-China Battle for Semiconductors
Good artists copy, great artists steal. – Pablo Picasso This sentiment rings true as Doomberg1 examines the escalating…
