Asia Will Outperform in a World of Weak Dollars and Accelerating Inflation
A cyclical recovery in Asia will likely drive stock outperformance vs the western world in coming years....
China’s Market
The Great China Deleverage: Economy Ain’t Broke and Stocks OK
Strategist Chris Wood examines Beijing's nimble and gentle deleveraging of China's economy and the resultant impact on bonds...
More Xi: China’s Pathway Towards Economic Stability
Global Strategist Christopher Wood writes about the stabilizing effect on China's economy that has come from the crackdown...
US Market Vexed: Trade War + Monetary Tightening
Global Strategist Christopher Wood writes about monetary tightening (slowing growth of M2 money supply) and the related risks...
Higher Growth at a Discount: Asian Stock Markets Trump US
Following the machine-driven stock market correction discussed here last week, it is worth outlining the recommended asset allocation in terms of which stock markets investors should favour. The main recommendation here is to invest in Asia and emerging markets. In the developed world Japan is favoured over Europe and U.S., in that order. But Asia and emerging markets are favoured above all.