Key Takeaways From Our Recent Trip to Beijing Christopher Wood·August 6, 2025Global Strategy·0 Comments·
Analysis of the Ongoing China-US Trade Talks Christopher Wood·July 30, 2025Global Strategy·0 Comments·
Global Equities Are Breaking Out, Should You Chase? Christopher Wood·July 9, 2025Global Strategy·0 Comments·
Rising Rents Feed Inflation, While Lower Bond Yields Trip Up Cyclicals Christopher Wood·August 16, 2021Rising housing prices and rents are telling us inflation will not be cooling off anytime soon. Falling US...Global Strategy·0 Comments·
China’s Focus on Technology & Domestic Demand Christopher Wood·December 3, 2020China's 14th Five-Year-Plan has a focus on technological leadership and fostering domestic demand growth. Strategist Chris Wood recommends...Global Strategy·2 Comments·
Can Emerging Markets Escape the “Middle Income Trap”? Christopher Wood·November 26, 2019A look at emerging market economies, with a focus on Indonesia and China, and how they are trying...Global Strategy·1 Comment·
Concentration Risk of Chinese Equities and the Impact on Emerging Markets Christopher Wood·November 18, 2019Christopher Wood writes about the concentration risk of Chinese equities in Emerging Markets indexes.Global Strategy·0 Comments·
China Preys on Taiwan’s Chaotic Political Climate to Unify Christopher Wood·January 21, 2019Strategist Christopher Wood writes about the current political climate in Taiwan and how China is pressing ever harder...Global Strategy·2 Comments·
