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Originally published March 20, 2019 Coming into 2019, investors faced two important questions: What are central banks doing, and what is happening with Chinese and global growth? At the beginning of December, we were worried about the impact the European Central Bank's (ECB's) and t...
By Charlie Awdry, CFA Investment Manager Charlie Awdry discusses the implications of China A shares' increased weighting in MSCI equity indices and how this is likely to attract more foreign investment in China's equity markets. What's the News? Index provider MSCI announced on Feb...
By Yukon Huang Questions remain about how committed the Chinese Communist Party ((CCP)) is to continue "reform and opening" even as Xi seeks to advance CCP control in every sector. On March 15, China's National People's Congress passed a new foreign investment law, designed to ease re...
By Isabelle Mateos y Lago, Chief Multi-Asset Strategist at BlackRock We believe markets are focused too narrowly on the U.S.-China trade dispute - and are failing to appreciate the complexities of a longer-term rivalry between the two countries as well as other looming trade tensions. Isa...
Original Post By Stuart Burns Stock and currency markets have been a little perkier the last week or so as expectations rise of some form of Chinese stimulus to boost demand - and, hence, global growth. That optimism, though, may be somewhat misplaced. China has limited scope for d...
Many people believe that the China stock market is rigged and the central government will throw as much money at their stock market as necessary to keep it from crashing. Whether this is true or not, it might be instructive to know who owns the China stock market. The chart below contains ...
With a possible summit of President Xi and President Trump approaching to sign “the trade deal of the century,” the Chinese stock market has zipped higher – rising from under 2500 to over 3100 on the Shanghai Composite in 2019, before the chilling export data hit last we...
While the Shanghai Composite has bounced off its 2018 low, terrible data continues to roll in. It suggests more headwinds on the horizon for China’s stock market and economy. As Hedgeye CEO Keith McCullough explains in the video above, China is currently running up against ...
China's economic growth has slowed in recent years. It had double-digit growth of inflation-adjusted GDP preceding the 2008 financial crisis, then three years in the 7-8% range, now four years between 6% and 7%, with last year its lowest growth since 1990. Why isn't China growing at its old pa...
By Christopher Gannatti, CFA Is progress actually being made toward the ever-elusive "trade deal" between China and the U.S.? Thus far in 2019: China's equity market has been one of the best performers globally after a tough 2018. Part of this may be a recovery rally; part of it may ...