Why U.S. Efforts to Regain Chip Dominance Are Uphill
The American semiconductor industry ceded the lead to Asian rivals long ago, and now it is scrambling to catch up.
Tag: Xi Jinping
Will US Allocators Stay the Course on Chinese Investments?
China’s drawbacks are prompting some hard thinking among American institutions, but the country’s allure remains potent.
Where to Find the Best Emerging Markets Returns
Asian nations such as India stand out, and so does Brazil, managers say.
How a Chinese Takeover of Taiwan Would Affect Investments
The chip-dependent global economy would take a hit. But maybe Beijing could at least do the deed sneakily, with no war. Think Hong Kong.
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.
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.
Alternatives
Op-Ed: Key Takeaways from Davos on China and ESG in a Post-COVID-19 Era
What should we expect from China’s ESG development in 2021?
Asset Management Culture
Breaking News from Davos: China’s Xi Calls for Multilateralism in Keynote Speech
Chinese leader says there is a need to balance COVID-19 responses with economic development.
Market Moves
What? Stocks Stumble as No Hollywood Ending Caps Trade Talks?
Market once more is shocked that this fraught diplomatic cage fight is far from over.
Is China Unstoppable?
The world’s second-largest economy seems destined to overtake the US over the next decade. At the same time, its growth rate is slowing.
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.
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.
Newsmakers
In Depth: China Congress Brings Investors Some Assurances
New policies aim to improve economy’s long-term growth potential.