China
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…
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…
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…
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…
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…
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.
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.
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…