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China's 2 Sessions Sets The Stage For 2024
Seeking Alpha · 03/05 15:45
Weekly Report: what happened at GLCN last week (0226-0301)?
Weekly Report · 03/04 09:50
Can China's Real Estate Market Survive Evergrande?
The collapse of Chinese real estate giant Evergrande is being called China's "Lehman Moment" Country Garden, another of the largest developers, has failed to repay its loans and is now facing liquidation demands from creditors. The collapse of China's real estate market is a massive reality check for the country's economy.
Seeking Alpha · 03/01 12:30
Weekly Report: what happened at GLCN last week (0219-0223)?
Weekly Report · 02/26 09:55
Inflation Retreating But Shelter Remains The Problem
Canada’s January CPI report came in softer than expected at an annualized rate of 2.9%. The main driver of shelter inflation was mortgage interest costs, rising 6.2% year-over-year. The trouble spot remains shelter. The Bank of Canada's inflation is now within its 1-3% target range.
Seeking Alpha · 02/21 15:20
Mexico Passes China As U.S.'s Biggest Source Of Imports: What That Says About The State Of Global Trade
Mexico Passes China As U.S.'s Biggest Source Of Imports: What That Says About The State Of Global Trade. For the first time in 20 years, China is no longer the main seller of goods to the US. Derek Burleton, Deputy-Chief Economist at TD, discusses the changing globalization landscape and Canada's ability to compete.
Seeking Alpha · 02/21 07:34
Enter The Dragon: Parsing Lunar New Year Opportunities Among Emerging Markets
As we enter the year of the dragon, Dina Ting assesses the opportunities and risks in China and Taiwan. China and Hong Kong markets had a humbling 2023 with equities down more than 10%. Beijing has begun stepping up tourism and travel promotions. Latin America was an EM bright spot that outperformed the S&P 500 in 2023.
Seeking Alpha · 02/21 07:09
Weekly Report: what happened at GLCN last week (0212-0216)?
Weekly Report · 02/19 09:55
Systematic Equity Outlook: Victory Not Yet Secured
Home Market Outlook Today's Market Systematic Equity Outlook: Victory Not Yet Secured by Raffaele Savi and Jeff Shen, PhD. Will the Fed fall behind the curve? More room for equities to price in disinflation. Navigating the Red Sea shipping crisis and the evolving outlook for China.
Seeking Alpha · 02/18 03:19
Weekly Report: what happened at GLCN last week (0205-0209)?
Weekly Report · 02/12 09:51
China: January 2024 CPI Inflation Fell To The Lowest Level Since 2009, Likely To Mark The Bottom
Seeking Alpha · 02/08 16:30
Is China Coming Back With A Bang?
Chinese equities are extremely cheap and priced for bad news. We believe this environment may present opportunities for active managers. Valuation-focused and contrarian, opportunistic managers are rotating into China. Russell Investments expects the Chinese economy to achieve reasonable economic growth of 4.5-5.0% in 2024.
Seeking Alpha · 02/07 23:49
Why China May Need To Do More To Boost Investor Confidence
China's economy has been struggling, despite stimulus efforts by Beijing. Haining Zha, Director of Asset Allocation Research at TD Asset Management, discusses why China may need to do more to restore investor confidence. Zha says investors are pricing China as Russia and not pricing any growth.
Seeking Alpha · 02/07 22:07
China Begins Year Of The Dragon With Weak Economic Momentum
China's GDP growth for the fourth quarter rose from 4.9% year-on-year to 5.2%. The January manufacturing PMI came in at 49.2, slightly below expectations. The Chinese economy beat its 2023 GDP growth target but momentum remains weak. The property sector remains the largest drag on the economy.
Seeking Alpha · 02/07 12:08
Emerging Market Insights: China Policy Recalibration
Seeking Alpha · 02/07 09:32
Weekly Report: what happened at GLCN last week (0129-0202)?
Weekly Report · 02/05 09:54
Recovery Road Map In The Year Of The Dragon
Seeking Alpha · 02/04 08:35
China Growth Could Slow Amid Limited Policy Options
Seeking Alpha · 02/03 13:48
China Outlook: Market Rescue Welcomed, But More Needed
Seeking Alpha · 02/03 05:40
Europe: Key Themes To Watch In 2024
Seeking Alpha · 02/01 10:59
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