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.
Tag: China
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.
Market Moves
Wall Street Doesn’t Have Much Nice to Say on Mexico Tariffs
President Trump’s threatened duties on US’ southern neighbor inspire dire scenarios—and a Fed prediction.
Newsmakers
Bridgewater Tells Arizona Pension Fund China Will Be No. 1 Economy in 10 Years
Ray Dalio’s head of China research says trade war is broadly about a power shift.
Market Moves
Trump Risks Reelection if Trade Tiff Messes Up the Market, Siegel Says
Famed Wharton prof warns that a bad economy and stock climate will harm the president in 2020.
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.
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.