Section
China
619 posts
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...
China After COVID
by Andy Rothman, Matthews Asia With the coronavirus largely under control in China, we have an opportunity to…
The Resilience of Cities
by John Paul Lech, Portfolio Manager, and Sharat Shroff, Portfolio Manager, Matthews Asia Great cities have proven resilient…
Trade Friction Escalates; China and Canada Face U.S. Sanctions
by Greg Valliere, AGF Management Ltd. LEGISLATION IS STALLED on Capitol Hill, but the Trump Administration is determined…
5 things to know about Chinese and emerging market stocks
by Talley Leger, Invesco Canada As the world remains in the grip of the coronavirus, we’ve received many…
China Is Bouncing Back, but Can We Trust Its Numbers?
by Andy Rothman, Matthews Asia China's economy looks to be well on its way to recovering from the…
Is China a Safe Haven?
by Andy Rothman, Matthews Asia After an initial cover-up and more than 3,000 deaths, China appears to have…
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.…
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…