China
Guideposts for Powell’s Direction on Quanto Tightening
Fund managers entered 2019 shaken and stirred. So more of a relief rally would not surprise, most particularly given the…
Chinese Delegation Goes to Israel to Learn About Medical Marijuana
A Chinese delegation will jet to Israel next week to learn all about the country’s burgeoning medicinal cannabis trade. Academics…
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…