TTM Technologies: Undervalued Stock Doesn’t Fear U.S.-China Trade War

A quick look at the share price of TTM Technologies Inc. (NASDAQ: TTMI) would suggest that a major crisis had befallen the California-based circuit maker. As we... Read More»

Will The Donald Score a Double Win on China and North Korea?

The benefit of the doubt is still given to the continuation of the risk on trade that commenced on Boxing Day, with the S&P500 and the MSCI AC World Index u... Read More»

China Preys on Taiwan’s Chaotic Political Climate to Unify

With all the focus on the US-China trade negotiations, it is easy to forget about Taiwan and the long-running cross-Strait dispute. But there was an interes... Read More»

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 absence of the traditional year-end... Read More»

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 and businessmen from across... Read More»

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 announcement that a 90-day deadline has b... Read More»

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 writer recently visited f... Read More»

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 having now concluded. The S&P500 has risen... Read More»

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, namely that Donald Trump will, sooner or later, tu... Read More»