December 02, 2020 Will US-China Relations Shift Under Biden? China Seems to Think So by Mo Ji Consensus appears to be forming among Chinese policymakers that the US-China relationship will change under a Biden administration. We touch on seven expectations. China, Economics, Trade Wars, US Election Likes 0 SHARE Bookmarks
June 02, 2020 What We Can Learn from China’s Rapid Normalization by Mo Ji China is further along the coronavirus curve than much of the rest of the world. What does its path to normal look like, and what are the big unknowns? China, Coronavirus, Economics, Emerging Markets, Trade Wars Likes 0 SHARE Bookmarks
June 01, 2020 Why Have Chinese Stocks Held Up So Well? by John Lin, Stuart Rae Chinese stocks have been resilient this year because of relatively modest earnings downgrades amid an early recovery from the virus-induced shock. China, Coronavirus, Trade Wars, Volatility Likes 0 SHARE Bookmarks
May 27, 2020 Preparing Chinese Holdings for Potential US Action by John Lin, Stuart Rae Tensions between the US and China are flaring up again. With pressure mounting on Chinese stocks listed in the US, including those widely held in emerging-market portfolios, investors need to consider how to prepare for the mounting risks. China, Coronavirus, Emerging Markets, Trade Wars Likes 0 SHARE Bookmarks
March 16, 2020 China’s Coronavirus Experience: Lessons for Global Investors by John Lin, Stuart Rae The current market outlook is bleak. But if the US and Europe take the right steps and follow China’s playbook, we believe the world could ultimately follow the Chinese markets’ road to recovery. China, Coronavirus, Equities, Volatility Likes 0 SHARE Bookmarks
February 17, 2020 Revisiting China’s Equity Markets as Coronavirus Spreads 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 crisis. China, Coronavirus, Emerging Markets, Equities, Volatility Likes 1 SHARE Bookmarks
January 23, 2020 Will the Wuhan Coronavirus Infect China’s Economy? by Mo Ji A virus is spreading across China, causing disruption, severe illness and even death. In addition to the tragic human cost of an epidemic, widespread disease can cause significant macroeconomic damage. We estimate the potential impact of the Wuhan coronavirus on China’s GDP growth. China, Economics, Emerging Markets Likes 0 SHARE Bookmarks
January 16, 2020 The Phase-One US-China Trade Agreement: Cease-Fire, Not Peace Treaty by Eric Winograd The US and China formally signed a phase-one trade deal Wednesday after several months of negotiations. We see the deal as a near-term positive for markets—but it also leaves the thorniest issues between the two countries unresolved. China, Economics, Trade Wars Likes 0 SHARE Bookmarks
December 17, 2019 Investing in Chinese Stocks After the Trade Truce by John Lin, Stuart Rae Now that the US and China have agreed to begin easing trade tensions, the fog over China’s markets is starting to lift. Investors should consider Chinese equity opportunities that have been overlooked because of tariff fears. China, Emerging Markets, Equities, Trade Wars Likes 0 SHARE Bookmarks
August 07, 2019 China’s Currency Weakness: Not as Bad as it Seems—Yet by Mo Ji China’s currency depreciated this week, with the exchange rate rising to more than 7.0 renminbi per US dollar, unnerving investors and markets worldwide. Here’s the good news: we don’t think the renminbi will continue to weaken at the same pace. China, Currency, Economics, Trade Wars Likes 0 SHARE Bookmarks
August 05, 2019 Is a New Front About to Open in the US-China Trade War? by Eric Winograd Financial markets are focused on the ongoing trade war between the US and China—which goods and services are in play and what measures are being taken or threatened in each case. But the trade conflict could spill over into currency markets—and that’s a risk that bears watching. China, Currency, Economics, Trade Wars Likes 0 SHARE Bookmarks
May 20, 2019 Evaluating the Effects of China’s Pork Crisis by John Lin, Stuart Rae African swine fever is ravaging China’s pork supply and having a global impact on protein prices. For equity investors, the crisis serves as a reminder that even amid trade-war uncertainty, research into domestic trends can help investors access the country’s vast stock market. China, Equities Likes 0 SHARE Bookmarks
February 28, 2019 Avoid the Crowds in Chinese Stocks by John Lin, Stuart Rae After MSCI decided today to boost the allocation to Chinese onshore stocks in its emerging-market indices, global investors are likely to pump more money into the market. But watch out for crowds. Flows into China are concentrated in a small group of large-cap stocks. China, Equities Likes 0 SHARE Bookmarks