Section
China
609 posts
Wuhan Coronavirus
Matthews Asia CIO Robert Horrocks, PhD, and Investment Strategist Andy Rothman offer their perspectives on the Coronavirus and…
U.S.-China Phase One, Measuring Inequality, Canada’s Fiscal Stimulus
The first trade accord between the U.S. and China leaves plenty of tension in place. by Carl R.…
China, U.S. reach trade deal. Will a global growth rebound follow?
On the latest edition of Market Week in Review, Quantitative Investment Strategist Dr. Kara Ng and Research Analyst…
Consequences of an Inflection in the Chinese Yuan
by Steven Vanelli, CFA, Knowledge Leaders Capital As hopes for a trade deal fade, similar to May and…
Why emerging markets may benefit the most from a China-U.S. trade deal
by Erik Ristuben, Russell Investments On the latest edition of Market Week in Review, Chief Investment Strategist Erik…
Does China hold keys to a global economic bounce?
A late '90s-style reacceleration may not be in the cards. by Dirk Hofschire, CFA, SVP; Lisa Emsbo-Mattingly, Director;…
Trade Issues with China Remain Far from Resolved
by Ed Mills, Raymond James August 26, 2019 In addition to economic factors, the situation in Hong Kong…
SIA Weekly: Two markets impacted by the currency war
It has been a week since the Fed cut interest rates by 0.25% and in that time, investor…
Bridgewater’s Ray Dalio Discusses the Impact of China’s Growth on the World Economy
August 6, 2019 The US-China Conflict - 4:38 Investing in China - 11:30 Public and Private Markets in…
The China Question: An Economic Cold War?
by Hubert Marleau, Market Economist, Palos Management On the third of May, the S&P 500 peaked at 2946.…
Evaluating the Effects of China’s Pork Crisis
by John Lin, AllianceBernstein African swine fever is ravaging China’s pork supply and having a global impact on…
China's Renewed Expansion a Tailwind for Stocks and Commodities
by SIACharts Stock markets around the world started 2019 off on a tear then paused for six weeks…
Equity Leaders Weekly: Copper indicating trade bullishness, Biotech indicating increasing risk appetite
Equity markets in North America and Asia Pacific have resumed their upward course this week after spending the…
Has the China Collapse Finally Arrived?
by Andy Rothman, Matthews Asia China has been on the verge of a hard landing for many years,…
Liz Ann Sonders: Truce – He said, Xi Said
Key Points Statements released by the United States and China were consistent in describing a truce; but inconsistent…
