Practical analysis for investment professionals

China


The Fed’s Blindspot on Global Inflation Drivers

What is driving the surge in inflation and how are central banks misplaying their hand?

Joachim Klement, CFA: Three Geo-Economics Trends to Watch

The rise of China, climate change, and cyberthreats will shape the 2020s, Joachim Klement, CFA, predicts.

Geraldine Sundstrom: Navigating the “Recession Moment”

“There is only one thing that keeps us up at night and could topple the economy into a big recession," says PIMCO's Geraldine Sundstrom. "That is a trade war."

Adam Tooze: Where Are We Post-Global Financial Crisis?

“What we learned from 2008 was that it’s not the size of the losses per se, but rather where the losses sit in the financial system,” says Adam Tooze.

Chinese Government Bonds: The Elephant in the Room

China’s government fixed-income market constitutes a US $12-trillion opportunity, according to Emil Nguy.

Asia Rising: China and India in the Next Decade

China and India will be two of the three largest economies in the world by 2025. But Haiyan Wang says the countries have particular forces to harness and barriers to overcome to realize their full potential.

Navigating a China Dip

Visiting Hong Kong for the first time in two decades, Mark Harrison, CFA, sees evidence of breakneck economic transformation everywhere. But what happens when the music stops?

All Roads Lead to China and Emerging Markets

"We are in a land of pure imagination," when it comes to US equities, says Mark Yusko. “We have been on an escalator up and will be taking an elevator down.” Investors need to look to China and other emerging markets for returns.

Book Review: Gaining Currency

This work is effectively two books in one: (1) an account of the rise and internationalization of the renminbi and of its prospects for continued ascendancy over the near term and the medium term and (2) a concise description of the various vehicles for investing in Chinese assets.



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