China

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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No more ‘Wild East’: China’s Stock Market Is Growing Up Fast
China: Current Questions, Long-Term Opportunities
Beyond the Sugar Rush: Strategic Stimulus for Chinese Stocks

Beyond the Sugar Rush: Strategic Stimulus for Chinese Stocks

by John Lin, Stuart Rae
Whenever the Chinese economy slows and its stocks take a serious hit, investors have come to expect the government to unleash large-scale fiscal and monetary stimulus. Another heaping spoonful of sugar may do more harm than good this time around, however. It’s time for the ailing market to take some medicine.

China, Emerging Markets, Equities, Policy & Regulation, Trade Wars


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Rising Brand Power Boosts China’s Investment Appeal
Will Chinese Renminbi Destabilize Markets as Trade Wars Escalate?
Will China Export Volatility as Equity Markets Open?
Can Investors Make Money in a US–China Trade War?
Watch China to See the Future of Digital Innovation
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