CX Daily: Trump 2.0 Means Reboot of Aggressive Tariff Policy Toward China
As the 78-year-old Republican prepares to lead a deeply divided nation, all eyes are on the critical decisions shaping his second-term...
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CX Daily: How Trump’s Return Could Impact China’s Economy and Tech
Trump / Analysis: How Trump’s return could impact China’s economy and tech “The U. S. economic policy toward China may become more hostile with...
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Much Ado About Nothing -Or Why the China Stimulus Package Doesn’t Matter as Much as Investors Think
​Expectation management has been key as China's economic data surprises on the upside, but divergent investor views and Trump's win may lead to...
531 Views
Monthly Equities - October 2024
Global equity markets continued their bearish trend in October, with the MSCI World Index declining by 1.3% and the MSCI Emerging Markets Index...
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October Themes and Thematic Portfolio Review
This insight was Incorrectly titled September review while it is a review of markets and themes for October including HK/China, Japan, India,...
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