Asset Allocation
How to Make Money Investing in China, Crackdown Be Damned
The Beijing regime’s actions actually offer opportunities, argues EM ace Mark Mobius.
Tag: China
Flowering Among the Ruins: Why Emerging Markets Are Poised for a Revival
This battered asset class should benefit from a host of new developments—such as a weaker dollar.
Asset Allocation
Some Institutions Call Crypto Rat Poison, but Others Are Buying the Currency
Bitcoin bolster: Asset allocators seem to be fueling digital money’s recovery from its recent crash.
Asset Allocation
Cathie Wood Cuts China Stock Holdings, Leery of Beijing’s Crackdown
The growth stock maven thinks official persecution will squelch valuations, especially of promising tech titans.
Look Out, Dollar: The Yuan Will Keep Surging, Says Ray Dalio
Just a minor player globally, the Chinese currency will expand its use a lot over the next decade, the hedge fund honcho predicts.
Alternatives
A Crypto Crackdown? Yardeni Sees One Coming
The economist joins numerous government leaders these days who want to regulate or ban the digital currency.
Market Moves
The Case for Why China Is a Good Investing Destination
At our symposium, the president of its largest fund manager sketched out that nation’s advantages.
Asset Allocation
Health Care, Enterprise Tech, and Other Tips for China from Allocators
Savvy knowledge of Beijing’s capital markets is in higher demand than ever before, as investment chiefs discussed at the 2021 CIO Symposium.
How to Build Sustainability into Your China Allocation
A total portfolio approach is better than a strategic asset allocation, according to consultants at Willis Towers Watson.
Market Moves
The Case for Investing in Copper, the Go-To Metal for Renewable Energy Projects
Goldman Sachs predicts rising prices for the commodity, which will be key for solar power and electric vehicles.
How to Invest in Growth Leader China and Promising Distant Rival India
CPPIB and CalSTRS are among the many institutions that have put money into the expanding Asian economic powers.
Asset Allocation
Exclusive Coverage: Why the US Dollar Will Stay on Top
Celebrated economist Dambisa Moyo, at a CIO virtual event, describes how America’s strengths should outweigh its downsides, to the buck’s benefit.
World Trade Post-Pandemic: Same Old Problems, Now Worse
A surging China elbows others, the deficit-burdened US struggles, and Brexit is in the pits.
Pandemic Savings Are So Big They’ll Jet-Propel the Economy, Study Says
Some $2.9 trillion, hoarded by rich nations’ consumers, will fuel post-virus spending, Bloomberg Economics thinks.
Market Moves
Maybe Those 3 Delisted Chinese Stocks Will Be Reinstated After All
Kicked off the NYSE under Trump, the companies could get a second chance under Biden, a Schwab strategist says.