Concentration Risk of Chinese Equities and the Impact on Emerging Markets

Christopher Wood writes about the concentration risk of Chinese equities in Emerging Markets indexes.... Read More»

China’s Erratic Housing Market and the State of its Credit

The most important economic data to monitor in Asia this year will be Chinese credit data. On this point, the data for March has confirmed the moderate uptr... Read More»

5 Tech Stocks with Strong Pricing Power

Pricing power allows companies to sell their products at a premium without losing business. Companies with pricing power can withstand economic slowdowns better... 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»

The Strong US Dollar, Buyback Frenzy and Increased Savings

Given Donald Trump’s recent criticism of Federal Reserve policy of late, Fed chairman Jerome Powell made a politically astute speech at Jackson Hole in late... Read More»

Peaceful Kim Jong-un a Potential Catalyst for Cheap Korean Stock Market

There have been remarkable developments on the Korean peninsula of late. The flurry of events began at the Winter Olympics on the artificial snow of Pyeongc... Read More»