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By Brian Manby If we break down investing into two principal components, most questions typically center upon when to buy or sell and what to buy or sell. The trade war between the U.S. and China over the last 16 months has encouraged investors without a dedicated position in China to ...
China's Q1 GDP surprises to the upside The Chinese economy surprised to the upside in the first quarter of this year. In this note, we wish to review the main economic numbers and discuss the implications for Chinese equities. Source: HSBC Chinese Q1 GDP expanded by 6.4% YoY in Q1, at ...
By Nick Niziolek, CFA and Todd Speed, CFA Heading into 2019, our view was that global growth would likely "re-synchronize" this year, following 2018, when fiscally induced economic strength in the U.S. offset weaker economic conditions in China as Beijing tightened liquidity conditions and...
Posted by Kristina Hooper, Chief Global Market Strategist on Apr 29, 2019, in Market & Economic Weekly Market Compass: Polarization is expected to increase, prompting new alliances and coalitions It is spring and elections are in the air - along with expectations for incr...
By Jianing Wu, Research Analyst Today marks the 298th day of the U.S.-China trade war. The trade war has taken a toll on the American, Chinese and global economies in the past 10 months. But through our examination of both Western and Chinese media reports, we have concluded that a trade...
Risk assets have staged a remarkable rebound from dark days of December, but how long can the rally last? In taking a macro approach to the cyclical outlook for asset markets, I often use this simple framework: There are three main macro factors for markets - the business cycle, the liquidit...
By Charlie Awdry, CFA Charlie Awdry, China equities Portfolio Manager, discusses the drivers behind the recent rally in the Chinese equity markets and the potential for further strong performance in the coming months. Transcript Charlie Awdry : So we felt quite a rally in Chin...
China’s local-currency bond market is opening up to global investors. The Bloomberg Barclays Global Aggregate Index begins including yuan-denominated bonds this month, automatically adding exposure to such bonds for index investors. We favor maintaining such passive exposure and prepari...
Published last week, data for February 2019 saw the combined direct trade loss between the U.S. and China expand to $5.2 billion, as the trailing twelve-month average of the value of trade between the two nations has shrunk as a result of the tariff war that began on March 22, 2018. Sinc...
One of the ultimate paradoxes of the post-crisis environment is that "bad" news can be "good" news to the extent poor data reinforces the need for monetary accommodation, and vice versa. This is a well-known phenomenon among market participants and it's readily observable "in the wild" (if y...