Tag: China

U.S. manufacturing can’t compete on cost, but it has a leg up in some areas.  

China’s reopening and worldwide lack of infrastructure for raw materials should power the revival, per the firm’s Jeff Currie.

U.S. and Canadian allocators no longer pile into Chinese assets.

The economic and investing impact on China should be small, the firm expects. Hopefully with no Tiananmen Square rerun.

Many U.S. and other nations’ companies are thinking about transferring elsewhere. Easier said than done. Investors could be collateral damage.

The American semiconductor industry ceded the lead to Asian rivals long ago, and now it is scrambling to catch up.

With 47 years heading what’s now the biggest hedge fund firm, the 73-year-old investment guru hands over control to a younger generation.

Gregory Davis predicts that a U.S. economic slump, when it occurs, will be mild.

Housing and commodities markets can be vexing, but the world will always require what the soil yields.

China’s drawbacks are prompting some hard thinking among American institutions, but the country’s allure remains potent.