Section
China
619 posts
Consequences for India from the Russia-Ukraine War
by Vaibhav Tandon, Northern Trust India's economic links with Russia leave it in a delicate position. Most Asian…
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...
Hugh Hendry: War Europe Inflation U.S. China Dislocations Bonds Equities Carbon Metaverse
Hugh Hendry, The Acid Capitalist, Macro-Advisor, and Founder of Eclectica Asset Management, joins us for a creative and…
What About China? Plus, a Russian Default Looms
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives XI JINPING MAY HAVE TO WAIT: China’s designs…
Key China watchpoints in 2022
by Alex Cousley, Russell Investments Is the Chinese economy on track for a soft landing? The Chinese economy…
Will Russian Sanctions Lead China to Sell US Debt?
by Brian S. Wesbury – Chief Economist, Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios Russia's…
Hugh Hendry: Big Macro Fault Lines
Listen on The Move Recorded February 18, 2022 Hugh Hendry, a.k.a. The Acid Capitalist, and Founder of the…
China Expected to Become World’s Largest Luxury Market by 2025: Bain & Co.
Since the start of the pandemic, we’ve seen consumers around the globe shift much of their spending from…
China Is Still an Asian Tiger
by Ning Meng, China A-Share Strategy Leader, Neuberger Berman We think the Lunar New Year could see a…
30 A Sea of "D's" in 2022 w/ Darius Dale and Mary Hagerman
Listen on The Move: Darius Dale, Founder & CEO, 42 Macro LLC, and Mary Hagerman, Portfolio Manager,…
Pentagon Officials Are Stunned by Chinese Hypersonic Missiles
by Greg Valliere, AGF Management Ltd. THE GEOPOLITICAL FOCUS IS NOW on Russia’s threat to Ukraine and Iran’s…
International outlook: The digital revolution goes global
by Robert Lind, Economist, & Caroline Randall, Equity Portfolio Manager, Capital Group Investors searching for reasons to increase…
International Stocks Could be Ripe for a Catch-Up Trade
by Bryce Coward, CFA, Knowledge Leaders Capital A definite feature of the last decade has been the persistent…
Risks in China are growing, but manageable
by Alex Cousley, Russell Investments 2021 has been quite an eventful year in China, marked by the 100th…
Inflation, China’s economic slowdown and COVID-19: 3 key concerns for markets
by Erik Ristuben, Russell Investment On the latest edition of Market Week in Review, Chief Investment Strategist Erik…
China’s Quest for Common Prosperity: Reading the Tea Leaves
by Zhennan Li, Senior Economist—Greater China, AllianceBernstein Renewed impetus behind China’s goal of “common prosperity” has raised concerns…
