Is it Time for U.S. Investors to Reconsider International Stocks?
Developed (ex-U.S.) and emerging market stocks had a rather lackluster performance in 2024 and now trail U.S. equities by substantial margins over three, five and
Developed (ex-U.S.) and emerging market stocks had a rather lackluster performance in 2024 and now trail U.S. equities by substantial margins over three, five and
After three years of incremental measures to manage the fallout from its real estate crisis and stimulate the manufacturing and export-oriented sectors of its economy, China’s central government did a hard pivot and finally began to tackle the root cause of its crisis: an historic collapse in consumer confidence that has shown few signs of recovery since the twin shocks of the COVID-induced shutdown of the country in 2020 and the collapse of its real estate market in 2021
ANTA Sports Products and BIEM.L. FDLKK Garment Co. are clear beneficiaries of Chinese consumers’ shift toward domestic brands.
MarketGrader’s stock selection methodology shone in 2023, as 75% of our indexes outperformed their benchmarks in what turned out to be a strong year for most equity markets around the world.
Investors in Chinese equities should move past macroeconomic concerns and focus instead on the country’s technological transformation.
Part 1 of 3. The Tactical Case for China With 2022 coming to an end, global equity investors will be happy to bid farewell to
Our Take on the 20th Party Congress of the Chinese Communist Party Clarity is perhaps the last thing one might expect to emerge from a
For most investors in Chinese stocks, 2022’s first half was mostly about the government’s zero-Covid policy and the country’s decelerating economy, and for good reason
China’s Damaging Lockdowns Are Informed by Hong Kong’s Deadly Experience Stock market routs in China have usually been preceded by policy mistakes and the latest