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 Taiwan, Hong Kong and the mainland.... Read More»

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 to buy.... Read More»

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»