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Buy FCA
$31.66
+0.130 (+0.412%)
At Close: Jun 03, 2026
China's Economic Rebalancing
09:21pm, Monday, 12'th Apr 2021
China's growth trajectory in the second decade of the century has been one of a rebalancing toward a new growth pattern. Two major challenges in the rebalancing: First, the transition toward a less in
China: PMI Shows Recovery But Risks Remain
01:50pm, Wednesday, 31'st Mar 2021
Both manufacturing and non-manufacturing PMIs show a strong recovery of the Chinese economy. The main challenges remain the technology war with the US and its allies and a fragile export recovery due
Logistics In A Post-Pandemic World
03:35pm, Monday, 22'nd Mar 2021
Supply chains were disrupted long before the pandemic by U.S.-China trade tensions.
Reading Between The Lines Of China's Macroeconomic Message
01:43pm, Sunday, 08'th Nov 2020
I was a little bit surprised that the Central Committee of the Chinese Communist Party's (CCP) communique got more attention in the U.S. last week than the speech given by the governor of China's cent
China, U.S. Take Positive Steps In Trade Between Countries
02:36am, Friday, 11'th Sep 2020
The volume of goods and services traded between the U.S. and China during July 2020 rose over their June 2020 levels as the economic recovery from the coronavirus recession continued.
China's Rapidly Expanding Credit Affects Global Markets
11:22am, Sunday, 06'th Sep 2020
We again are seeing how rapidly expanding credit in China is spilling over into the global market. In reaction to its economy being slammed by covid-19, China, like many countries, has unleashed sever
Portfolio Insights: Why China Is Not A Trade
09:14pm, Monday, 31'st Aug 2020
Timing rallies to predict short and unpredictable market behavior is mission impossible. Capturing China as an asset class is not about being opportunistic; it is not a trade.
China Sector Report Q2 2020
08:18pm, Monday, 31'st Aug 2020
The reopening so far has exceeded expectations as Chinese consumers shift parts of their lives online and factories move towards greater capacity utilization.
6 Reasons Not To Worry About Delisting Chinese Equities
09:10am, Saturday, 29'th Aug 2020
The recent move to potentially delist Chinese companies from American exchanges has made for good headlines.
Investing In China: An Opportunity As The Chinese Recovery Outpaces The World
04:04am, Friday, 21'st Aug 2020
The strength of China's economic recovery since COVID-19. What does the indefinite postponement of China-U.S.
Our Hypothesis For A Bull Market In Emerging Markets Equities
11:25am, Saturday, 15'th Aug 2020
Why we think EM equity asset class will be among the most attractive investment opportunities over the next decade.
U.S.-China Trade Recovery Stalls In June 2020
07:41pm, Thursday, 13'th Aug 2020
The flow of trade between the U.S. and China in June 2020 shows continued signs of economic recovery.
Chinese Government Bonds - A High Yield Market In A Low Yield World
10:20am, Thursday, 13'th Aug 2020
Alongside the recent collapse in G7 bond yields, as the COVID-19 crisis has developed, Chinese government bond yields have backed up in recent months, reflecting PBOC caution in cutting interest rates
China's Economy Needs Institutional Reform Rather Than Additional Capital Deepening
10:13am, Sunday, 26'th Jul 2020
In June 2020, a group of six World Bank economists issued a very interesting paper called China's Productivity Slowdown and Future Growth Potential.
Weekly Commentary: Crossing Red Lines
09:33am, Sunday, 26'th Jul 2020
COVID stimulus stoked bubble dynamics for global risk assets, certainly including Chinese equities. This bubble has turned unstable.
