Tag Archives: China
Amy Myers Jaffe: Energy Markets and Musical Chairs
Ten years ago, we thought the world was running out of oil, that China and other emerging market countries would have insatiable energy demand growth, and that production costs would generally rise over time. That turned out to be wrong. Energy expert Amy Myers Jaffe explains why the world looks different today.
What’s changed? Read More
Peak Oil and Runaway China: A Dangerous Combination of Memes
A pair of memes, working in concert, created a dangerous scenario for energy investors who thought that this time would be different. Read More
Five Essential Issues for Financial Professionals in the Year Ahead
New investment platforms and technological advances are changing the work of investment professionals and transforming investment paradigms. Read More
Fixed Income in Emerging Markets: 2016 Bill of Health
Jason Voss, CFA, assesses three factors to understand the current bill of health for emerging market fixed-income investments. Read More
Will China’s GDP Surpass That of the US in This Decade?
By some measurements, China’s economy has already overtaken the United States — but investors should keep some important facts in mind. Read More
The Intersection of Geopolitics and Economics: Insights from Ian Bremmer
In a global environment of increased fragmentation and uncertainty, Ian Bremmer’s analysis of political developments and their effects on financial markets is particularly relevant. Read More
What Today’s Global Demographic Trends Mean for China and the Global Economy
Clint R. Laurent explains how shifting global demographics will affect consumer demand and the labor force over the next 10 years. Read More
Fixed-Income Investing at the End of Time (or at Least at the End of the Business Cycle)
For bond managers, how artfully and delicately the US Federal Reserve handles the Taper is just one minor concern among many. Still, opportunities abound. Read More
Clint Laurent Sees Empty Nesters as the Key to Global Growth
By 2032, China will be “the place to go to sell rather than to buy,” according to Global Demographics founder Clint Laurent. Read More
China Watcher Fraser Howie: Faster Pace of Economic Reform Not Likely
The author of “Red Capitalism” and “Privatizing China” is not optimistic about the substance and pace of financial and economic liberalization. Read More
