China Needs a Catalyst, But Where Will it Come From? Christopher Wood·July 16, 2023Global Strategy·4 Comments·
To Survive China’s Market Crackdown: Pick Your Sectors Wisely Christopher Wood·August 24, 2021If you want your portfolio to survive China's market crackdown, focus on the sectors that are in, not...Global Strategy·4 Comments·
Rising Rents Feed Inflation, While Lower Bond Yields Trip Up Cyclicals Christopher Wood·August 16, 2021Rising housing prices and rents are telling us inflation will not be cooling off anytime soon. Falling US...Global Strategy·0 Comments·
China is the One Safe Haven for Bond Investors Christopher Wood·April 15, 2021For bond market investors, its doesn't get much better than shorting the US treasury and buying Chinese Bonds....Global Strategy·0 Comments·
China’s Focus on Technology & Domestic Demand Christopher Wood·December 3, 2020China's 14th Five-Year-Plan has a focus on technological leadership and fostering domestic demand growth. Strategist Chris Wood recommends...Global Strategy·2 Comments·
The Landscape is Shifting for Chinese Fintech Christopher Wood·November 16, 2020The delayed Ant Group IPO demonstrated the Chinese government will allow innovation, but on its own terms....Global Strategy·2 Comments·
China Offers Safety in a World of Central Banks Gone Crazy Christopher Wood·September 29, 2020China's restraint on Monetary and Fiscal Policy make it a compelling way to trade the reopening of the...Global Strategy·0 Comments·
Gold Secular Bull Market Intact, Target Price $5,500/oz Christopher Wood·September 22, 2020Grizzle Strategist Chris Wood analyzes the state of the secular bull market in gold, also provides the framework...Global Strategy·4 Comments·
Election 2020: Are Trump’s Anti-China Theatrics Setting Up for an Inevitable U-Turn? Christopher Wood·September 8, 2020Grizzle's Strategist Chris Wood examines the recent flurry of executive orders against China by Donald Trump....Global Strategy·2 Comments·
