Newsmakers
Senators Call for US Gov’t Pension Fund to Reverse “Short Sighted” China Investment
They say federal employees’ retirement savings will be used to fund Chinese military.
Tag: China
Newsmakers
Ontario Teachers’ Next Key Markets: Asia, Europe, and Infrastructure
CEO Ron Mock discusses plans to potentially triple Asian headcount and push $8 billion into infrastructure.
Newsmakers
Exclusive: New Mexico ERB CIO Jacksha Is Worried About the Trade War
The $13.3 billion fund’s chief has very large portion of the portfolio in alts, as a buffer against bad times.
Market Moves
Another Trump Tariff Hike Would Spark a Recession, Morgan Stanley Says
If the US lifts the levy to 25% on all Chinese imports, firm sees worldwide economic downturns.
Is China Unstoppable?
The world’s second-largest economy seems destined to overtake the US over the next decade. At the same time, its growth rate is slowing.
New Tariffs May at Last Be Affecting the US Economy
Trump’s extension of levies to Chinese consumer goods show an impact in manufacturing and may tick up inflation.
Newsmakers
The 3 Things that Threaten the Stock Rally
Look out below if the Fed doesn’t ease much, earnings dip, or the trade war heats up.
Market Moves
Multinationals Are Bailing from China, Larry Fink Says
As the trade war winds on with no end in sight, companies are not waiting around to see what happens, BlackRock chief finds.
Market Moves
OK, the China Trade Talks Are Tough, But What Would a Pact Look Like?
More US goods bought, less tech transfer, and an enforcement mechanism. Maybe.
Market Moves
As the Trump-Xi Confab Nears, Wall Street Is Leery
Lots of wariness about an escalation of the US-China trade war and bad economic fallout.
Chinese Bank to Pay over $42 Million for Improper ADR Handling
Investigation into ADR practices has so far netted SEC more than $414 million.
Market Moves
Trump’s Backdown on Punishing Mexico: Trade War Peak?
Republican lawmakers won’t let him slam China with more tariffs, says Pantheon’s Shepherdson.
OP-ED: Asia Investment Megatrends May Show True Opportunities
Family office investor details credit opps in Asia-Pacific: outsized alpha with downside protection.
Market Moves
Druckenmiller Moves Heavily into Treasuries Due to Trade War Angst
Trump’s escalated conflict with China prompts legendary investor to shuck stocks for safe haven of government bonds.
Why Are Commodities Sliding? Blame China
Beijing already was trying to cool its economy, then the trade war struck.