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»
Global Strategy
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»
The UK’s Constitutional “Reforms” Are Further Adding to the Brexit Deadlock
It remains truly incredible the mess former British Prime Minister David Cameron created with his ill-fated decision to call a referendum on Britain’s membe... Read More»
Strong Employment Give Japan’s Economy a Boost
If you took a look at Japan’s extreme monetary policy, it would be easy to think the country was stuck in dreadful deflation. The reality is nothing so bad.... Read More»
