The Coronavirus Pandemic and the European Economy
Christopher Wood writes about the growth of the coronavirus (COVID-19) pandemic as well as how the European economy...
China
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.
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.
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?
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?
Can Emerging Markets Escape the “Middle Income Trap”?
A look at emerging market economies, with a focus on Indonesia and China, and how they are trying...
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.
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.
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.