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Caixin PMI rises to highest since 2010. accompanied by stronger sales growth. Business sentiment improves further. Export weakness and job losses persist.
China's PMIs continue to impress despite the fact they continue to be wholly unimpressive. According to one such group, China's official manufacturing index, th

Profiting From Uncertainty

08:41am, Wednesday, 01'st Jul 2020
Global economic policy uncertainty is at an all-time high. This has historically cut capex and hurt valuations, but can also be used as a contrarian buy/sell in
Our base case is that the global economic recovery in its initial stages will be slow and uneven. We assume there will be a gradual easing of lockdowns and a gr
The Boards of Trustees of AllianzGI Artificial Intelligence & Technology Opportunities Fund (NYSE: AIO), AllianzGI Convertible & Income Fund (

A Collapsing Dollar And China's Monetary Strategy

10:46am, Saturday, 27'th Jun 2020
This article describes how China can escape the fate of a dollar collapse by tying the yuan to gold. A return to sound money requires China to reverse her inter
Companies benefiting from workers staying at home such as Netflix Inc. and Amazon.com Inc are doing well.
Pictet and Allianz explain features of thematic portfolios #allianzglobalinvestors #pictetassetmanagement #thematicinvestment
A cooperative relationship between the world's two largest economies is more important now than ever. US companies continue to look to China's consumer market f
Sentiment and valuations improving, with average discounts over 1% narrower than last month. However, CEF discounts are still wider than average, which is a buy

Loan investors raise concerns over Ebitdac

02:11pm, Wednesday, 24'th Jun 2020
LONDON (LPC) - Investors are concerned that adjustments to earnings made during the Covid-19 pandemic are becoming too aggressive as borrowers keep earnings artificially high to avoid covenant default
PCTEL, Inc. (Nasdaq: PCTI) today announced that David Neumann, PCTEL's CEO, and Kevin McGowan, PCTEL’s CFO, will participate in the virtual East Coast
HOUSTON, TX / ACCESSWIRE / June 16, 2020 / Evolution Petroleum Corporation (NYSE American:EPM) today announced that the Company will participate in the virtual East Coast IDEAS Investor Conference on
The addition of Liberty One expands the firms offerings beyond mutual funds and ETFs.
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