Bo Zhuang of TS Lombard says China is stimulating its economy more quickly than before, but its efforts are still not aggressive enough to reverse the downtrend. » Read More
Medha Samant of Fidelity International explains why she says China is not disadvantaged in its trade war with the U.S. » Read More |
Erik Ristuben of Russell Investments says the U.S. consumer is in "good shape fiscally," and he likes the parts of the U.S. market that are "heavily reliant" on the consumer. » Read More |
Oksana Antonenko of Control Risks says a no-deal Brexit could be "catastrophic" for the U.K. economy, and it is "absolutely crucial" that British businesses continue to plan for all eventualities. » Read More |
The market's "benign" response to Brexit developments could make it "even more difficult" to get a deal because of a lack of pressure, says James Crabtree of the Lee Kuan Yew School of Public Policy. |
House Speaker Nancy Pelosi asked U.S. President Donald Trump to reschedule the State of the Union Address because of security concerns. Thomas Edsall of Columbia University says it looks like Pelosi has pulled a fast one on Trump. |
Jesse Lentchner of BTIG says Brexit, U.S.-China trade and the government shutdown in America are issues that seem "intractable" because an "easy compromise" is not available to the leaders involved. |
James Cleverly, deputy chairman of the U.K.'s Conservative Party, says the leadership of the Labour Party should stop talking about "fantasy politics" and the idea of a general election. |
Labour MP Andrew Adonis, the U.K.'s former transport minister and education minister, explains why a second Brexit referendum is the "most likely course" following Tuesday's vote. |
David Forrester of Credit Agricole says the British pound is "very undervalued" because of Brexit and could "rally quite hard" if the U.K. and EU reach a deal that results in a recovery in investment and the British economy. |
Jacob Kirkegaard of the Peterson Institute for International Economics says the Norway option offers the "softest possible Brexit" and, in such a situation, the average British person would hardly feel the effect of the U.K. leaving the EU. |
Shilan Shah of Capital Economics discusses monetary policy in India, and says he would not be "completely" surprised if the government attempts to influence the Reserve Bank of India's decisions ahead of the elections in 2019. |
Gordon Brown, former Prime Minister of the U.K., explains why he thinks his country is headed for even more uncertainty ahead following Tuesday's Brexit vote. |
Lee Chee Koon of CapitaLand explains why the company is pursuing a S$11 billion deal to acquire real estate group Ascendas-Singbridge. One reason, he says, is that the company would be able to gain access to "interesting asset classes" in the new economy sectors. |
The idea that China is weakening but will make a comeback is one of the "primary fallacies" in the markets today, says James Sullivan of J.P. Morgan. |
Scott Morris of the Center for Global Development says the money that China borrows money from the World Bank is "not a lifeline," but a mechanism for Beijing to access expertise from the institution. He also notes that China uses the loans to support carbon emission reductions, which benefits everyone. |
Andrew Jackson of SooChow CSSD Capital Markets (Asia) says it's difficult to get excited over Nissan's stock at this point when there is so much uncertainty in the company. |
The weakness in the Chinese economy is going to become "palpable and pervasive," says Hao Hong of the Bank of Communications International. |
David Gaud of Pictet Wealth Management says the U.S.-China trade war is a "mild positive," and not part of the world's top three challenges. He says the biggest global problems for now are the Federal Reserve's balance sheet tapering, China's economic deceleration and the slowdown in technology. |
Russ Dallen of Caracas Capital Markets says Venezuelan President Nicolas Maduro being sworn in for a second term will throw the country into "chaos" because most of the world will not recognize his leadership. |
Charles Lipson of the University of Chicago is not "hopeful" for a resolution to border wall issue. |
Richard Jerram of the Bank of Singapore says Amazon dominates "dramatically," but there is little that regulators can do about it. |
Dwyfor Evans of State Street Global Markets says he finds it "difficult to believe" that the U.S. and China can reach an agreement before March, given the Chinese New Year holidays in February. |
Robin Xing of Morgan Stanley says China has begun to address structural issues in the U.S.-China trade war, and may be able to provide a "road map" that both parties can use to verify Beijing's progress by the March deadline. |
Fred Hu of Primavera Capital Group explains the various reasons why he says he believes that Chinese leaders will do "everything possible" to end the trade war with the U.S. |
Federal Reserve Chairman Jerome Powell said on Friday that the central bank will be patient in watching how the economy evolves. Noting that the job report in the U.S. was "incredibly strong," Rob Carnell of ING says it looks like Powell "caved" to pressure. |
Instead of an "omnibus" type of stimulus package, China will continue using a "long stream" of smaller measures, which is the right way to cushion the country's downside risks to growth, says Stefan Hofer of LGT Bank Asia. |
The impact of the U.S.-China trade war is starting to show up in America and its manufacturing sector, though its effect has been "relatively modest" so far, says Mark Zandi of Moody's Analytics. |
Richard Fenning, CEO of Control Risks, says there are "strong forces" within the U.S. government that see the conflict with China as a "showdown" over which country will be controlling the fourth industrial revolution economy that is "just around the corner." |
Jason Moser of The Motley Fool says Apple's problems in China are likely temporary, but the company cannot keep pricing its iPhones "to the moon" when the product's improvements are only "incremental." |
Gavin Parry of Parry Global Group says the contraction in Chinese manufacturing has been taken up by an expansion in the services and value-add section, which is part of Beijing's overall strategy to move up the value chain. |
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