The Coronavirus Pandemic Is Increasingly the World’s Problem

The coronavirus newsflow continues. But the focus of concern has switched dramatically from Asia to Western Europe and North America. The base case remains ... Read More»

Assessing the Economic Battle Lines of the Coronavirus

Find out what the best way to play the market now with the effect of the Coronavirus.... Read More»

Coronavirus Threatens Cannabis Vaping Industry

A leading online vape retailer has warned that the outbreak of the novel coronavirus could cause “massive problems” for the industry. Chinese manufacturers p... Read More»

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 peaked. The number of ... Read More»

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»