Global Strategy
Coronavirus a Crisis Test for China’s Communist Party and President Xi
The Coronavirus has continued to drive market sentiment with the S&P500 testing its late 2018 low last Thursday (see following…
The Coronavirus Pandemic Is Increasingly the World’s Problem
The coronavirus newsflow continues. But the focus of concern has switched dramatically from Asia to Western Europe and North America.…
Assessing the Economic Battle Lines of the Coronavirus
Find out what the best way to play the market now with the effect of the Coronavirus.
The Coronavirus Pandemic and the European Economy
The coronavirus continues to dominate the headlines for understandable reasons. It is increasingly clear that new cases in China have…
German Auto Sector Threatened by Strict Emissions Regulations
In Europe it is no secret that Germany’s economy was weak last year given the country’s gearing to exports; though…
Taiwan Posing Yet Another Challenge for China in 2020
Christopher Wood writes about Taiwan's growing economy as a result of onshoring and the continued challenges China is facing in…
The Biggest Contrarian Coronavirus Bet is to Buy Chinese Stocks
With the Coronavirus pandemic affecting more people each day, that fear has hit Chinese stocks, making now a good time…
Gold is Your Hedge Against Central Bankers Gone Wild
As G7 central banks are at a point where they can't normalize monetary policy and continue their balance sheet expansion,…
With Phase One of the Trade Deal Done, Will North Korea Be the Next to Get U.S. Attention?
With the phase one trade deal with China done and North Korea's Kim Jong-un threatening nuclear tests, will Trump turn…
How India’s Economy Is Faring Post Modi’s Economic Detox
Five years after Narendra Modi started his economic detoxification of the Indian economy to stamp out corruption, what have the…