Market Moves
What Does a Trade War Mean for Equities?
Tariffs provide uncertainty for equity, but markets appear to become accustomed to them.
Tag: China
CIO Video: How to Comply with the New Federal Outbound Investment Regulations
H.K. Park, of Crumpton Global, and Laura Black, of Akin Gump, review the new Treasury regulation, which takes effect January 2, restricting U.S. investors' investing in certain Chinese companies and technologies.
Regulation
How to Comply with the New Federal Outbound Investment Regulations
H.K. Park, of Crumpton Global, and Laura Black, of Akin Gump, review the details of the new Treasury regulation, which takes effect January 2, restricting U.S. investors' investing in certain Chinese companies.
Market Moves
Conflict Not the Biggest Factor in Oil Prices Anymore
Economic factors, especially Chinese demand destruction and the growth of renewables, are flattening demand and increasing market volatility for fossil fuels.
Pensions
China to Raise Retirement Age, Starting in 2025
The new limits are aimed at stretching retirement resources to support the increasingly aged population.
Pensions
Pressure Mounts on Public Pension Funds to Divest Chinese Investments
State and federal legislation aims to prohibit public funds from investing in the country.
Corporate Moves
Higher Military Outlays Are Boosting Defense Stocks—With More Upside Ahead, Say Strategists
In the US, members of both parties back a boost in Pentagon spending. The consensus is similar for military-related outlays in Japan and Europe.
Market Moves
EM Stocks Doing Better, Except for Drag From China, Ned Davis Says
Other emerging market nations, such as Taiwan and India, are compensating for weakness in the Chinese market.
Market Moves
Trump’s Taiwan Comments Spook Chip Stocks
Ex-president says the globe’s largest semiconductor maker should pay the U.S. for protection against China.
Asset Allocation
Gabelli’s Global Investing Game Plan: Go Big on US Stocks
For 3 of the asset manager’s top strategists, the notable exception is Tesla.
Corporate Moves
Swedish Pension AP7 Blacklists Oil Giant Aramco
The $115 billion fund also added six other firms to its banned roster for ‘acting against the targets of the Paris agreement.’ Most are in China.
Regulation
What do New China Tariffs Mean for U.S. Industries?
Biden’s new tariffs are unlikely to seriously disturb global markets, sources say.
Opinion
Geopolitics Operates with Long and Variable Lags
Global financial markets are waking up to the high odds of further supply shocks and trade wars, writes the chief geopolitical strategist from BCA Research.
Regulation
New Bill Would Ban Chinese Stocks in Index Funds
The measure is part of a package that would both tax Chinese dividends at higher rates and require more disclosure for securities with exposure to China.
Risk
Roadblock Looms for Renewable Energy Shift, BCA Warns
A lack of capital spending in mining such ‘transition metals’ as copper, nickel and lithium is linked to chaotic prices, the research firm says.