More Xi: China’s Pathway Towards Economic Stability
Global Strategist Christopher Wood writes about the stabilizing effect on China's economy that has come from the crackdown...
Global Strategy
US Market Vexed: Trade War + Monetary Tightening
Global Strategist Christopher Wood writes about monetary tightening (slowing growth of M2 money supply) and the related risks...
VIETNAM: Frontier Market Driven by Foreign Investment and Growth
Market strategist Chris Wood outlines the structural upside of the Vietnam stock market. A booming economy driven by...
Gold, Bond and FX Markets Not Buying Forecast Fed Interest Rate Hikes
Christopher Wood examines the relevance of the Federal Reserve's 'dot plot' forecast of future interest rate hikes. Strong...
Oil – Reassessing the ‘Price Capped’ Narrative
In this week's Macro Battleship article, Christopher Wood outlines why US shale oil production may no longer cap...
Cryptocurrencies: Big Brother Seeks to Snuff Libertarian Fantasy
In this week's Macro Battleship article, Christopher Wood explains why regulators will seek to smother and co-opt cryptocurrencies...
Facebook and Google: The Data Monopolists Face Regulatory Backlash
Global Market Strategist Christopher Wood comments on the impending regulatory backlash facing Facebook and Google and suggests a...
The Financial Engineering of Corporate America
Investment strategist Christopher Wood writes about financial engineering in corporate America, and the shocking lack of tangible book value in the S&P 500. Also, how a strong US economy and higher inflation will be a negative for the US stock market.
Higher Growth at a Discount: Asian Stock Markets Trump US
Following the machine-driven stock market correction discussed here last week, it is worth outlining the recommended asset allocation in terms of which stock markets investors should favour. The main recommendation here is to invest in Asia and emerging markets. In the developed world Japan is favoured over Europe and U.S., in that order. But Asia and emerging markets are favoured above all.