Section
China
619 posts
Dysfunction in China
by Stephen Vanelli, CFA, Knowledge Leaders Capital Today was a disaster for Chinese economic data. In the table…
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...
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…
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…
