WeWork the Weakest Link in SoftBank’s VC Mirage Christopher Wood·December 3, 2019SoftBank has a strong desire, if not a desperation, to keep WeWork going. But are they throwing "good...Global Strategy·0 Comments·
Can Emerging Markets Escape the “Middle Income Trap”? Christopher Wood·November 26, 2019A look at emerging market economies, with a focus on Indonesia and China, and how they are trying...Global Strategy·1 Comment·
Concentration Risk of Chinese Equities and the Impact on Emerging Markets Christopher Wood·November 18, 2019Christopher Wood writes about the concentration risk of Chinese equities in Emerging Markets indexes.Global Strategy·0 Comments·
With Trade Deal on Horizon, Asian Stocks Would Catch a Bid Christopher Wood·November 12, 2019Christopher Wood writes about the Fed's quantitative easing and the potential impact a trade deal could have on Asian stocks.Global Strategy·0 Comments·
Will China and the U.S. Sign a ‘Currency Pact’? Christopher Wood·November 5, 2019There'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.Global Strategy·1 Comment·
The Impact of Weakening Business Confidence on the U.S. Economy Christopher Wood·October 29, 2019As Donald Trump's approval ratings drop, we move into an election year and the U.S. economy is showing...Global Strategy·1 Comment·
The Growing Politicization of Central Banks Christopher Wood·October 22, 2019Christopher Wood writes about the politicization of central banks, looking back at the historical causes and more recently...Global Strategy·1 Comment·
Will the Collective Insanity Driving the Bull Market Continue? Christopher Wood·October 17, 2019Christopher Wood contemplates what effect the upcoming U.S. Presidential election and computer-driven trading will have on U.S. equities....Global Strategy·0 Comments·
China’s Anti-Protester Campaign Now Focusing on Hong Kong Housing Market Christopher Wood·October 7, 2019Christopher Wood provides his take on China's spin of the Hong Kong protests and possible causes for the recent demonstrations. Global Strategy·0 Comments·