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Posts Tagged ‘ China ’

Summer Turmoil: No Reason to Panic, But Keep A Defensive Stance

Summer Turmoil: No Reason to Panic, But Keep A Defensive Stance

What’s Happening In Global Financial Markets? The recent weakness of Chinese equity markets is spreading into risk assets around the world. Developed Markets, initially resilient to Renmbimbi devaluation, are now pricing in the deflationary effects of China’s slowdown on Emerging … Continue reading
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Is the Yuan Drama a Yawn or a Nightmare for Investors?

Is the Yuan Drama a Yawn or a Nightmare for Investors?

China's currency devaluation and market turmoil is leading many to question the implications for emerging markets. Our expert adds some perspective and explains what this means for investors.
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China? Commodity Sectors? How to Know Your Emerging Markets Exposures

China? Commodity Sectors? How to Know Your Emerging Markets Exposures

Emerging markets equities today present an interesting challenge—they have underperformed other global equity markets for some time, and yet there [&hellip
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Thoughts from the China Beige Book

Last week I chatted with Professor Siegel and Leland R. Miller, President of China Beige Book International, about the recent [&hellip
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Signs of a Struggling Economy?

Signs of a Struggling Economy?

For many investors, China's surprise devaluation of its currency reinforced global growth fears. Russ puts the move in context, and explains why to expect more volatility ahead.
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