Section
China
607 posts
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…
Is China Hitting The Wall?
by Carl R. Tannenbaum, Chief Economist, Northern Trust China's re-opening surge did not last. In May, I returned…
Don’t Give Up on China
by Joseph V. Amato, President and Chief Investment Officer—Equities, Jonathan Bailey, Head of ESG Investing, Neuberger Berman The…
What investors need to know about a U.S. recession, China’s recovery, and eurozone inflation
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways U.S. recession? Data suggests the U.S. economy is…
There's Something Rotten in China
by Stephen Vanelli, CFA, Knowledge Leaders Capital One metric I look at fairly often for various countries is…
BofA Investor Sentiment: Risk-Love – Neither panic, nor euphoria
by Ritesh Samadhiya, CFA, Equity Strategist, Merrill Lynch, BofA Global Research Copyright © BofA Global Research
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…
