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Across-the-board gains continue to mark this year's results for global equity markets, based on a set of exchange-traded funds that track the world's major regions and countries. At the top of the performance list so far in 2019: stocks in China, Latin America and Africa. The strongest incre...
Getting straight to the point - last October, I wrote an article covering the record onshore bond defaults happening in corporate China ( read here if you haven't). I wrote: "So after including the 11 defaults between Jan and July, this brings the total to 19 new defaults in only the ...
Highlights from the February report China’s US$12 trillion bond market is projected to double in size in the next four years to about US$24 trillion, according to Goldman Sachs. Chinese Government Bonds (CGBs) are forecast to account for an estimated US$4 trillion of that market b...
Our macro team authored the bearish thesis on China and Emerging Markets back in January 2018. A core component to the view was a persistent steepening of comparative base effects for key drivers of global growth as far as the eye can see. It’s highly unlikely that Beijing has done ...
By Tracy Chen, CFA, CAIA The global auto industry is hitting a speed bump with sales challenged in most major regions including China, the U.S., and Europe. Can the world still rely on China's auto demand to absorb the shock in the industry? As auto sales are key barometers of global eco...
With China's economic growth near a three-decade low, having reached 6.4% in 2018, there is a lot of concern about the global crude oil market's performance this year. Without doubt, the impact of the country's trade war with the US cannot be ignored, but meanwhile, there are several other par...
China's slowdown is troubling U.S. companies that have enjoyed strong exports to that giant economy. Caterpillar (CAT) missed earnings estimates partly because of China. 3M (MMM) warned of a sales slowdown related to weak China business. Apple (AAPL) and NVIDIA (NVDA) warned about cons...
By John Lin and Stuart Rae The Chinese stock market is changing at breathtaking speed and is on track to reach maturity faster than any other in history. Global investors have been reluctant to dive in, but there are good reasons to get acquainted with the companies serving the world's sec...
Europe is awash in credit exhaustion, and so is China. The signs are everywhere: credit exhaustion is global , and that means the global growth story is over: revenues and profits are all sliding as lending dries up and defaults pile up. What is credit exhaustion? Qualified buyers don'...
Asian markets firmed overnight, after the Dow and Nasdaq boasted their eighth consecutive weekly gains, on hopes the U.S. and China would hammer out an agreement resolving their protracted trade war. More news on: iShares China Large-Cap ETF, KraneShares CSI China Internet ETF, Deutsche X-...