The ETF Show - The Case for EM ex China
Columbia Threadneedle Chief Operating Officer Marc Zeitoun joins the ETF Show to discuss XCEM, Columbia's market-cap weighted EM ETF that excludes China. The four-star fund is both the oldest and cheapest in its category, focusing on broad diversification and mitigating country-specific risk.
Jefferies: China Headlines Worse Than Reality
Reports of China's economic downturn have been exaggerated in the West according to Jefferies Global Head of Equity Strategy Chris Wood, who sees a short-term buying opportunity as investors take flight. Speaking from the Jefferies Asia Forum, Wood doubled down on India, which he called his favorite Asian market for the past two decades.
Fidelity: China Stocks Remain ‘Top Call’
As forecasters slash growth estimates for China amidst weakness in the property sector, many investors have turned bearish on the world’s second-largest economy. But according to Fidelity International Director Catherine Yeung, they may be missing one of the most attractive buying opportunities in years. Speaking on Bloomberg Daybreak: Asia, Yeung made the case for Chinese equities, arguing that from a valuations perspective, the bad news appears to have already been priced in.
Valentine’s Day CPI & Chinese Balloons
Tim Anderson, Managing Director at TJM Investments digs into the January CPI print vs. expectations, what’s driving the number, and how he expects the market to react, as well as if markets are showing any signs of balloons… the Chinese ones.
The China Factor
After a major slump this year, will China’s economy see some recovery and improved fuel demand in 2023? Insights by CME Group Chief Economist, Blu Putnam. Take advantage of premium derivatives content, tools and alerts. Create a CME Group account
The Challenges Ahead for China's Economy
Will fresh stimulus and monetary easing be enough to revive China’s struggling economy? Insights by CME Group Chief Economist, Blu Putnam. Create a CME Group account: More Features, More Insights. Get quick access to tools and premium content, or customize a portfolio and set alerts to follow the market.
What China's Slowdown Means For Commodities
China’s growth rate has decelerated sharply. What are the implications for its stalling growth? Insights by CME Group Chief Economist, Blu Putnam.
Kevin O'Leary Live on LinkedIn with Asset TV
Kevin O'Leary, ABC Shark Tank star and Chairman of O'Leary Ventures, joins Asset TV live on LinkedIn for a discussion about investing in watches, wine, and companies led by women. During this 45-minute conversation, he also covers politics, the economy, big tech, the trade war, and entrepreneurship.