Why the Stock Market Rally Has Resumed and What to Expect

Strategist Christopher Wood writes about the factors involved in the resumption of the stock market rally and what we could expect to happen.... Read More»

YY Rockets on Solid User Growth

China’s social media streaming platform YY (NASDAQ: YY) reported 4th quarter revenue and earnings just ahead of analyst estimates on Tuesday. YY managed to earn... Read More»

“Risk On” Market Remains the Base Case but There is One Big Risk

Strategist Christopher Wood write about the risk-on market being the base case and the biggest risk to the market.... Read More»

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»