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Debt mutualization in Europe is simply not enough and this is not a problem that can be solved with the stroke of a pen, Real Vision CEO Raoul Pal said during Friday’s Daily Briefing. Pal said that Europe’s broader structural issue of being made up of economies operating...
Overview: The US has ratcheted up pressure on China on several fronts and has sapped risk appetites ahead of the weekend. Equity markets are lower across the world. Even in India, where the central bank unexpectedly cut the repo rate 40 bp, shares fell 0.7%. It was Hong Kong's 5.5% that led ...
With everything from Lean Hogs (-20%) to Sugar (-21%) to WTI Crude Oil (-45%) being taken to the proverbial woodshed so far in 2020, you'd be excused for thinking US-traded futures are the only game in town in terms of volatility and sell-offs. But there are a few billion people over in Chin...
As the coronavirus fallout is spreading in Western economies, China's rebound has begun. Global recovery requires global cooperation, however. Today, international interest in the annual Two Sessions of China's top legislative and political advisory bodies - National People's Congress, and C...
By Andrew Ness, ASIP, Portfolio Manager, Franklin Templeton Emerging Markets Equity As China has started lifting lockdown restrictions, its economy is slowly getting back on track. Franklin Templeton Emerging Markets Equity's Andrew Ness looks at the latest developments in Asia, and consi...
By Kristina Hooper, Chief Global Market Strategist Weekly Market Compass: A massive policy response has helped bolster stocks against the economic impact of COVID-19, but another tariff war could threaten markets. In the last several weeks, stocks have exhibited weakness and higher v...
By Talley Léger, Investment Strategist Chinese stocks have outperformed their US counterparts, a trend we expect may continue. As the world remains in the grip of the coronavirus, we've received many questions about the outlook for Chinese and emerging market ((EM)) stocks - a...
Our outlook for the Chinese economy remains modestly constructive, with the path back to normalcy continuing, and more stimulus in the pipeline. In the shorter term, weak external demand (the global economy is either in final stages of lockdown, or very early stages of restarting) will be a dr...
Russ explains why Chinese equities should still be a core holding. COVID-19 is first and foremost a health crisis, but it is fast becoming intertwined with long-standing political disputes. Most recently, the focus has shifted to China, and the potential for an imposition, or re-imposition...
Investment thesis: The international markets are still in a difficult situation but things are moving in the right direction. The China long ( FXI ) and Brazil short ( EWZ ) trades are still attractive. Chinese data is improving and tensions with the US are giving way to a bilateral pragmatism...