Watchlist

Watchlist
Aberdeen Greater China Fund, Inc. (GCH)
Aberdeen Greater China Fund, Inc. (GCH)
ADB: China's economy to slow in 2018
China's economy will grow a bit faster than expected this year on resilient consumption, according to the Asian Development Bank, which sees GDP expanding 6.8%. More news on: iShares China Large-Cap ETF, KraneShares CSI China Internet ETF, Deutsche X-trackers Harvest CSI 300 China A-Shares…
Chart Of The Week: The Walking Debt - Resolving China's Zombies
By IMFBlog China's "zombies" are non-viable firms that are adding to the country's rising corporate debt problem and are bad business. Zombie firms are highly indebted and incur persistent losses but continue to operate with the support of local governments or soft loans by banks - adding …
China Is Rising On The Back Of High Tech
Original Post By Stuart Burns China has always had a long-term dream - America has always scoffed - at the idea that one day Chinas economy may exceed that of the U.S. Many still believe that is inconceivable. However, relentless growth at 6% gradually has its effect, and a F…
China to counter U.S. tax overhaul
As the U.S. prepares to take China to task over trade imbalances, Beijing is preparing for more immediate threats from Washington, including President Trump's tax overhaul and Fed rate increases. More news on: iShares China Large-Cap ETF, Deutsche X-trackers Harvest CSI 300 China A-Share…
Ramping up trade pressure on China
In a statement due to be issued on the sidelines of the WTO's ministerial conference, the EU, Japan and U.S. will announce a new alliance to take on China, although the country will not be named. More news on: iShares China Large-Cap ETF, Deutsche X-trackers Harvest CSI 300 China A-Share…
My Fearless Forecast For 2018: Dollar To Gain 10%+
The middle of December is the traditional time to dust off the crystal ball and make annual predictions. So far the annual predictions I started making here in 2014 have a success of 75% (3 out of 4), where only last year's prediction that gold will decline below $1000 in 2017 did not work o…
China And The New Phase Of Trade Expansion
Technological advances and the removal of trade barriers have generated sustained trade expansion over the last three decades. The falling cost of shipping and of managing complex production networks has accelerated fragmentation of manufacturing within global value chains. Companies have harn…
Fortune Cookies
Over the last couple of sessions, we got a rebound in Hong Kong and mainland shares and that was a welcome reprieve. The tech mini-rout on Wall Street that started on November 29 and gathered steam thanks to what certainly looked like a factor-based, systematic rotation into value, quickly w…
China - Leading Indicator? Stocks, Credit Policy, Rebalancing And Money Supply
Macro Letter No 88 08-12-2017 China leading indicator? Stocks, credit policy, rebalancing and money supply Chinese 10yr bond yields have been rising steadily since October 2016. They never reached the low or negative levels of Japan or Germany. 1yr bonds bott…
Trade data out of China
Chinese trade unexpectedly accelerated last month in an encouraging sign for the world's second-largest economy. More news on: iShares China Large-Cap ETF, Deutsche X-trackers Harvest CSI 300 China A-Shares ETF, Direxion Daily FTSE China Bull 3x Shares ETF, News on ETFs, Global news and …
When The CAPE Ratio Fails
No valuation ratio is perfect. All have their pros and cons. But one of the usually more reliable ones - at least for assessing long-term future investor profits - is the Cyclically Adjusted Price-to-Earnings ratio, or "CAPE". However, there's a particular situation where it can give an infla…
Aberdeen Greater China Fund, Inc. (GCH)
Aberdeen Greater China Fund, Inc. (GCH)