China

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 to making a deal with North Korea?... Read More»

As the Dec. 15 Tariff Deadline Approaches, Will Trump Call a Deal?

What are the chances of Trump announcing a trade deal before the Dec. 15 tariff hike deadline and what effect will that have on the markets?... Read More»

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»

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»

Will China Lose Face for the Sake of a Trade Deal with America?

“They are on their knees.” This is a comment I heard attributed to Donald Trump, and made to another G7 leader with reference to China in Biarritz during th... Read More»