Market Moves
Trump Might Win Reagan-Style Victory over China, Says El-Erian
Allianz economist thinks the president can create a new international dynamic while winning trade war.
Tag: China
In Worsened Trade War, Goods Makers Will Hurt More, Says Goldman Sachs
Service providers like Google will best manufacturers such as Apple, firm figures.
Market Moves
A US-China Pact Would Boost Commodities, Citi Says
Recovery in raw materials should persist if an expected end to the trade tiff comes.
Research
China’s State Pension Could Run Out of Funds by 2035
Aging population, dwindling workforce puts strain on national retirement system.
Research
China’s Pension Shortfall to Reach $540 Billion in 2020
Rapidly aging population, one-child policy has burdened China’s retirement system.
Newsmakers
China to Raise Debt to GDP Ratio, Tighten Infrastructure Investments
Nation lays out investment blueprints to hedge against slowing economy.
Study: Paris Climate Agreement Would Hurt US Economy
EU analysis says US GDP would drop 3.4% by 2030.
Newsmakers
New York City is Worried About China, and the Fed
Deputy CIO fleshes out key concerns at meeting of five city pension plans.
Asset Allocation
LACERA Beefs Up Its Investment in Chinese Bioscience
First VC investment of 2019 helps the pension plan increase its exposure to the world’s fastest-growing healthcare sector.
Newsmakers
Davos Thought Leaders Optimistic on China’s Economy
A slowdown and trade war won’t derail world’s second-largest economy, they say.
IMF, OECD Global Forecasts Increasingly Downbeat
Decline in growth expectations coincided with start of US-China trade war.
Buy-Side Firms Feeling Less Rah-Rah About Economic Growth
Sentiment survey finds positive sentiment drops to 48% from 67%.
Newsmakers
San Francisco Retirement Plan Connects with China
Disclosures show SFERS has invested in two Chinese venture capital funds and another China-based fund focused on media and entertainment.
Newsmakers
Largest Sovereign Wealth Fund Takes $3 Billion-Plus Hit on Apple Shares
The tech giant’s Q1 sales warning sends Norway’s Government Pension Fund Global’s near $10 billion investment for a loop.
European Central Bank Projects Global Growth to Slow in 2019
Report says US-China trade tariffs are weighing down global economic activity.