Previous 10 | Next 10 |
Video Transcript Opportunities In Healthcare David Semple: So I think it was a very interesting time to come to China. There's clearly been a lot of stimulus that has gone on in the context of an economy which is naturally slowing down. So, the question is, how's that is working? An...
By John Lin, Stuart Rae Growing fears about the coronavirus have hit Chinese stocks. While markets will remain unstable until China gets the outbreak under control, equity investors should revisit lessons from previous epidemics and consider the potential longer-term effects of the current...
Original Post By Stuart Burns Not surprisingly, the steel sector in China is one of many going through acute uncertainty at the moment over fears the coronavirus spreading from Wuhan is still not under control. As a result, it is becoming increasingly apparent steel demand is going t...
Editor's note: Originally published at tsi-blog.com on February 17, 2020. [This blog post is a modified excerpt from a recent TSI commentary] The main purpose of the GDP growth numbers and most other economic statistics reported by China's government is to tell the story that the...
When the US housing bubble burst in 2007, most observers were focused on the threat to Wall Street banks and their massive derivatives books. This was a legitimate fear, since the worst-case scenarios involved the death of Goldman Sachs (GS) and JPMorgan Chase (JPM), with all the stock market ...
Source: Xinhua Investment Thesis Based on our assessment, the coronavirus is closer to a more contagious and stronger flu as compared with other deadlier viruses. We are confident that the Chinese government will be able to successfully manage the situation. With that said, we believe ...
Overview: The capital markets are heading into the weekend, still trying to look past the coronavirus despite the new cases in Hubei. Tokyo was a notable exception in the Asia Pacific region, as the other major equity markets, like in Hong Kong, China, Taiwan, South Korea, and Australia, adv...
Cotton was looking like it was prepared to take off on the upside in mid-January. The price of the fluffy fiber that trades in the futures market on the Intercontinental Exchange moved over 70 cents per pound in early January since May 2019. Like many other commodities, cotton had been a victi...
Originally Posted February 03, 2020 China has been a major contributor to global growth, and its economic activity tends to have significant repercussions for the global economy. To understand where the Chinese economy is in its growth cycle, the two charts below are perhaps the only chart...
The Philippines is well-positioned to cope with the economic impact of the virus outbreak, but is not immune to its human costs. Since the Philippines is exceptionally prone to both extreme climate and geological events, Senator "Bong" Go's bill for the creation of a Department of Disaster...