Since being admitted to the IMF’s elite currency club, Beijing has prioritized GDP growth over structural reforms.
Emerise’s Stéphane Mauppin-Higashino says profitability is returning and excessive debt poses the greatest risk.
MUFG’s Chief Economist Brendan Brown says the stabilization of the Chinese currency came at a high price.
Neuberger Berman’s Sean Jutahkiti says a banking crisis is unlikely given steps to address China’s debt burden.
CME Group’s Blu Putnam says the Bank of Japan and European Central Bank may embrace more stimulative monetary policies to encourage economic growth and inflation as evidence grows of the failure of negative rates.
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The legendary investor argues that equities are the best way to invest in a long-term rise in commodity prices.
Northern Trust’s Carl Tannenbaum says low crude prices will insulate Asia from shocks like U.S. rate hikes.
Cooperation reflects the squeeze on revenues and suggests that the demise of OPEC is exaggerated.
Shenzhen-listed stocks are pricey but there’s opportunities in technology, automotive and airport sectors.
Jeffrey Kleintop says Japanese investors may not realize their shares closely track global financial stocks.
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