China
A Truce on Trade Between China and the U.S.
Investors have been intently focused on the outcome of the G20 Summit in Buenos Aires on Dec. 1 — specifically the…
Pakistan: Well Positioned to Benefit from the US-China Trade War
Investor attention on emerging markets normally focuses for good reason on economic success stories like China and India. But this…
Expect Markets to Rally Thanks to Mid-terms and an Impending China Trade Deal
There is clearly the potential for more of a technical rally in stock markets with the bogey month of October…
China’s Domestic-Driven Economy Will Insulate it from Trade Warriors’ Attack
It remains obvious that events of late have continued not to move in the direction of the base case here,…
China, North Korea, Iran… Has Trump Achieved Maximum Winning?
The news flow over the past few weeks has not supported hopes that there is a better chance of a…
Weak Chinese Stock Market Driven by Domestic Deleveraging not Trade War
This year the Chinese stock market has been very weak with the Shanghai Composite Index declining by 15% year-to-date, and…
How a Democrat Win in the Midterms Will Affect the Markets
With the tenth anniversary of the Lehman bankruptcy just passed, one theme of this writer’s message to investors of late…
US vs China: The Surging Greenback and the Trade War Favour the US
The immediate focus of markets of late has been the resurgent US dollar (see following chart) amid the collapse of…
US Dollar Strength Usher Emerging Market Credit Tears
Growth remains seemingly benign, most particularly in the US with the Atlanta Fed’s GDPNow model indicating 3%YoY growth last quarter…