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All signs point towards an imminent withdrawal of central bank stimulus, globally. Meanwhile, the U.S. economy is headed for one of the largest fiscal cliffs ever. Global growth is slowing even before massive stimulus withdrawal. For further details see: Prepare For Turb...
Broad China indexes differ according to how many state-owned companies and A-shares they include. With the political consequences of new U.S. delisting laws, we will likely see a trend of Chinese SOEs moving further toward A-shares, as shown by China Mobil’s recent listing appr...
Global manufacturing remained beset by unprecedented supply issues in July, which constrained output and drove prices higher. The analysis of survey responses suggests that the number of companies reporting lower production due to staff or materials shortages is running at around five...
Surging U.S. inflation has outpaced inflation in Europe, China and elsewhere, as the rate hit a 13-year high of 5.4% in June and July. Rising U.S. inflation may be the result of divergent employment benefits or a consumer spending boom fueled by the government’s fiscal response...
Shares in China continue to post sharp year-to-date losses vs. an otherwise upside bias for global stocks, based on a set of exchange-traded funds tracking the world’s major equity regions through yesterday’s close (Aug. 25). Some investors see opportunity in beaten-down...
Recent policy reforms in China following the release of the 14th Five Year Plan have focused on the internet sector and represent the outcome of the latest five-year political cycle. We believe reforms, both past and present, represent meaningful tailwinds for key industries including...
China’s regulatory reforms may be disruptive in the short term, but we see long-term positives. When it comes to China equities, many international investors feel like the rules of the game have changed over recent weeks. We think China remains an attractive market, but in ...
We’ve recently updated our Asia game theater, and although these changes partly reflect the recent regulatory crackdown in China, our update was independent of recent Chinese equity market volatility. Incentives appear to be aligning for increasing rhetoric between the United S...
Another day, another crackdown. China's market regulator is at it again, issuing fresh draft rules at stopping unfair competition on the internet. They cover a wide range of prohibitions, including the way companies can use data and stamping out fake product reviews. The State Administration ...
VIE risk is prevalent and concentrated in offshore Chinese Internet companies, but it probably won’t rank among the top three risk factors for the current situation. WisdomTree’s China ex-State-Owned Enterprises Index has about 30% China A and H shares, plus sectors much...