Willis Sparks of the Eurasia Group discussed the potential effects of geopolitics as a market influencer in his presentation to the CFA Institute Middle East Investment Conference in Bahrain.
It was a holiday-shortened week last week, so there weren't a lot of companies talking. It is annual report season though, so a lot of this week's quotes come from shareholder letters. Commentary continues to be positive. Optimism has rebounded with the markets.
In the latest edition of Weekend Reads for Global Investors, Larry Cao, CFA, highlights articles on AlphaGo, a Chinese insurer's bid for Starwood, and the Brussels terrorist attacks, all developments that demonstrate how fast the world we live in is changing.
Since 2016 began, the prospect of a major devaluation of China’s renminbi has been hanging over global markets like the Sword of Damocles. Although China's policymakers have worked hard to dispel worries, they have yet to persuade investors. Janet Zhang analyzes the causes of the depreciation, as well as the dilemma for China's policymakers.
Amid recent developments in China and the speculation surrounding them, it is important for investors to understand the trends affecting the economy and the direction of China's macro policies. Three points in particular need to be highlighted.
Nobel laureate Robert Engle discussed systemic risk in China and throughout the globe. His advice for investors? Treat credit risk as an important part of the investment decision-making process.
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