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Three themes have dominated the investment climate: US-China tensions, Brexit, and the policy response to the disinflationary forces. None have been resolved, which contributes to the uncertainty for businesses, households, and investors. However, the negativity that has prevailed is receding ...
Equity futures have taken a tumble as the South China Morning Post says there's no progress to report from a couple of days of deputy-level talks with the U.S. over trade. More news on: iShares China Large-Cap ETF, KraneShares CSI China Internet ETF, Deutsche X-trackers Harvest CSI 300 C...
It's Not Actually The Chinese Economy We're Worried About Very few of us indeed are going to be directly invested in the Chinese economy, not with the barriers they put in the way of such portfolio investment. Some might have a dabble through Hong Kong but again that will be a minority inter...
A US-China trade deal is unlikely to happen before next year's election, Christopher Balding, associate professor at Fulbright University Vietnam, told viewers of Real Vision's The Interview. In conversation with Thiel Macro's Mike Green, Balding said that China has been focused on re...
By John Lin, Stuart Rae, Min Zhou Complex ties between US and Chinese technology sectors are being tested by trade war tensions. But some steps taken by the US against Chinese multinational giant Huawei Technologies could backfire and spark a new phase of development for the Chinese techno...
Regarding that classic dangerous journey, you have heard me describe it many times but, at the risk of boring you, I will repeat it. I believe that we are on a classic journey that we haven't seen in our lifetimes but has happened many times before, most recently in the late 1930s. It is being...
Major central banks have eased monetary policy in recent months, delivering on the anticipated policy pivot that informs one of our key investment themes. We expect policy easing to help sustain the economic expansion, and already see easier financial conditions. Yet, the road to recovery coul...
The world's largest economy appears to have grown by about 2% in Q3 at an annualized pace, the same as in Q2, and in line with what many Fed officials understand to be trend growth. The strength of the US labor market underpins consumption, the powerful engine of the US economy. The latest r...
The Trump administration is considering ways to limit U.S. investors' portfolio flows into China, Bloomberg reports, citing people familiar with the deliberations. More news on: SPDR S&P China ETF, Direxion Daily FTSE China Bull 3x Shares ETF, Direxion Daily FTSE China Bear 3x Shares...
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...