China’s Market
Asia Will Outperform in a World of Weak Dollars and Accelerating Inflation
The view here remains that the key issue facing investors in 2021 is the Federal Reserve’s policy response coming out…
The Great China Deleverage: Economy Ain’t Broke and Stocks OK
There remains a lot of noise about incipient trade wars and the like between the US and China. But, interestingly,…
More Xi: China’s Pathway Towards Economic Stability
There were significant developments out of China last quarter. The most important was the announcement by state media in late…
US Market Vexed: Trade War + Monetary Tightening
Monetary Tightening Remains the Single Biggest Risk to the US Market There has been a lot of talk about trade…
Higher Growth at a Discount: Asian Stock Markets Trump US
Christopher Wood delivers his recommended global stock market asset allocation, favouring Asian stock markets and emerging markets over the US.