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In the past 18 months, business sentiment and growth projections have been deteriorating significantly due to three main risk factors: global monetary tightening (Fed 225bps of rate hike + 800bn USD of QT), a tightening of credit in China and elevated uncertainty amid trade war dispute. Figure...
President Trump once again stresses that he won't accept a "bad deal" in trade negotiations with China in a speech he made to the United Nations General Assembly. More news on: Direxion Daily FTSE China Bull 3x Shares ETF, Templeton Dragon Fund, Direxion Daily FTSE China Bear 3x Shares E...
BRIC Conclusion: Things are a bit dicey. Manufacturing is taking a hit from the global trade war, although the service sectors are still expanding. On the plus side, inflation is contained, which gives their central banks room to maneuver. Unemployment is low, which should support modest inc...
By Martin Ji, CFA China Has Resolve to Endure A Prolonged Trade War Western-focused investors usually emphasize the problems China faces (of which it has plenty) to try to gauge the trajectory of the pending trade war, as well as its economic outlook. Supply chain disruption/relocation c...
By Michael Lai, CFA, Portfolio Manager, China Equities, Franklin Templeton Emerging Markets Equity China has long limited foreign investor access to its capital markets. However, the country recently announced it will lift restrictions, a move that further opens its markets to the global ...
Economic Thesis While recent political unrest in Hong Kong has subsided after Chief Executive Carry Lam withdrew the Extradition Bill, severe, irreconcilable tensions between the Hong Kong population and Mainland China make the resurgence of another political crisis inevitable. 90% of all pr...
While the markets are preoccupied with the day-to-day trade war drama, investors could be overlooking some long-term investment opportunities in China. Kim Parlee speaks with Haining Zha, Vice President at TD Asset Read more ...
Sustainability is a popular word in today’s media and is a part of an abundance of freshly-coined terms which deal with climate change and how we can all be better stewards of the earth. And in the highly charged social environment we are in, some of the ways being proposed to achieve t...
In March 2011, the price of cotton futures on the Intercontinental Exchange rose to the highest level in history at $2.27 per pound. Before 2010, the price of the fluffy fiber never exceeded $1.1720 per pound, the 1995 peak. A shortage of cotton took the price to the lofty level in 2011. In re...
The trade war between the world’s two largest economies entered its 18th month in September with the U.S. imposing fresh 15 percent tariffs on $125 billion worth of goods imported from China. China retaliated in kind, but a breakthrough could happen sooner rather than later. According t...