China
What is driving the surge in inflation and how are central banks misplaying their hand?
The rise of China, climate change, and cyberthreats will shape the 2020s, Joachim Klement, CFA, predicts.
“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."
“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.
Are you bullish or bearish on India?
China’s government fixed-income market constitutes a US $12-trillion opportunity, according to Emil Nguy.
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.
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?
"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.
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.