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Originally published on June 11, 2019 By Gary Alexander We celebrated the 75th anniversary of D-Day last week - as well we should. That day was important. It marked the beginning of the end of the European War. But the same dates also marked the beginning of the end for Japan in the Ba...
Rising trade disputes and U.S.-China strategic tensions are increasingly weighing on global risk assets. How are the frictions playing out on the ground in China? A group of our senior investors recently went on a trip to the mainland to take the pulse on corporate sentiment and potential impa...
At ExCel London, the very venue where then-UK prime minister Gordon Brown and the G20 met in April 2009 to "save the world economy" during the global financial crisis ((GFC)) , Adam Tooze addressed the 72nd CFA Institute Annual Conference , hosted by CFA Society of the UK , about where the ...
We have been hearing a lot about rare earth metals these days as they could become the next tool or weapon in the escalating trade war between the United States and China. Rare earth metals are a group of seventeen elements that come from the crust of the earth and are a challenge to find and ...
There continues to be a great deal of skepticism about whether China is actually growing at 6.5%/year. Here is China expert Michael Pettis , in a blog post from January of this year: The Chinese economy is not growing at 6.5 percent. It is probably growing by less than half of that....
China has experienced huge economic success in the last 30 years. With over a 4,000% increase in its GDP, it has transformed from a mainly poor and rural country into a global manufacturing – and technology – superpower. What’s behind its overwhelming success, and how can ...
By Tracy Chen, CFA, CAIA In 2017, I wrote the blog titled, Where Angels Fear to Tread: China's Onshore Bond Market , which illustrated the growth potential of China's onshore bond market and its risk-return profile. For investors who are still uncertain about the merits of China's onsho...
CEO Jan van Eck and Economist Natalia Gurushina discuss the state of China's economy and highlight two key charts for understanding where it is in its growth cycle. China has been a major contributor to global growth, and its economic activity tends to have significant repercussions for...
By Bluford Putnam As both sides dig their heels in the escalating U.S.-China trade war, the fallout could hurt industries on both sides, perhaps China more than the U.S. Editor's Note: The summary bullets for this article were chosen by Seeking Alpha Read more ...
Transcript Shamaila Khan : So for the last year or more we've had this constant conversation about the trade war between the United States and China. What is your opinion on what is happening, and your expectations on how things are going to play out? Mo Ji : For the near term, [a] ...