China

Investing in Chinese Stocks After the Trade Truce
Chinese Stocks Poised for Bigger Role on Global Market Stage
Is the Trade War a Blessing in Disguise for China’s Tech Sector?
Are Distressed Small Banks Putting China’s Banking System at Risk?
China’s Currency Weakness: Not as Bad as it Seems—Yet
Is a New Front About to Open in the US-China Trade War?
Hard Landing for China’s Growth? Six Factors to Watch

Hard Landing for China’s Growth? Six Factors to Watch

by Mo Ji, Shamaila Khan
Will China’s economy suffer a hard landing? That’s been a concern voiced by investors almost every year for the past 10 years. But now, with China’s incredible increase in debt and leverage (not to mention escalating trade wars), the possibility of a hard landing would have critical implications for all global markets.

China, Economics, Emerging Markets, Fixed Income, Trade Wars


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China and US: Tug of Trade War
Evaluating the Effects of China’s Pork Crisis
Postcard from...China

Postcard from...China

by John Lin
Last October, we travelled to Wuhu in the eastern Anhui province, about 350 kilometers from Shanghai. When we woke up and looked out the hotel window, the thick gray smog that covered the city provided a potent reminder of one of China's most vexing problems: air pollution.

China, Equities, Fixed Income


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Avoid the Crowds in Chinese Stocks
The Long View: China—The Indispensable Nation?

The Long View: China—The Indispensable Nation?

by Douglas J. Peebles, Eric Winograd
A generation ago, China had little influence beyond its borders. Today, its importance to the world economy rivals the United States’. China’s role in markets is growing, too: in April, it will join a major global bond index. The future may bring a freely traded Chinese yuan and a challenge to the US dollar.

China, Currency, Economics, Fixed Income, Late-Cycle Investing


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China: Current Questions, Long-Term Opportunities
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