WeWork the Weakest Link in SoftBank’s VC Mirage
There has been no reference in the columns for a while now of the debacle of the recently aborted WeWork IPO. This is primarily because the commentariat at ... Read More»
Christopher Wood
Can Emerging Markets Escape the “Middle Income Trap”?
A point made in the inauguration speech on Oct. 20 of re-elected Indonesian President Jokowi caught the eye recently. The theme of the speech was to set out... Read More»
Concentration Risk of Chinese Equities and the Impact on Emerging Markets
Christopher Wood writes about the concentration risk of Chinese equities in Emerging Markets indexes.... Read More»
With Trade Deal on Horizon, Asian Stocks Would Catch a Bid
Christopher Wood writes about the Fed's quantitative easing and the potential impact a trade deal could have on Asian stocks.... Read More»
Will China and the U.S. Sign a ‘Currency Pact’?
There's talk lately of a 'currency pact' between China and the U.S. It seems like it could happen since both countries do not want a stronger U.S. dollar.... Read More»
The Impact of Weakening Business Confidence on the U.S. Economy
I'm still hopeful, as are financial markets, that some sort of trade deal can be agreed between the U.S. and China in the current quarter. Still there's a r... Read More»
The Growing Politicization of Central Banks
The worlds of politics and central banks are increasingly converging, just as fiscal and monetary policy have long since started to converge in the conduct ... Read More»
Will the Collective Insanity Driving the Bull Market Continue?
What about the U.S. presidential election next year? It remains way too early to start pontificating on outcomes. But, at this point, it makes sense to obse... Read More»
China’s Anti-Protester Campaign Now Focusing on Hong Kong Housing Market
Christopher Wood provides his take on China's spin of the Hong Kong protests and possible causes for the recent demonstrations. ... Read More»
Christopher Wood
Head of Investment Strategy
Chris is internationally renowned for his weekly institutional research newsletter GREED & fear. He has correctly identified all major global financial bubbles over the last 3 decades (US sub-prime crisis, Nasdaq technology bubble, Asian financial crisis, and the Japanese financial meltdown). He’s also the author of three highly acclaimed books: Boom and Bust, The Bubble Economy, and The End of Japan Inc. Since May 2019, Chris has been Global Head of Equity Strategy at Jefferies.
