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As China Markets Flail, Rest of the World Is Roaring Ahead

As China Markets Flail, Rest of the World Is Roaring Ahead
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Arjun jayaramanSteve sosnickBloomberg asiaMarcus wongNick ferresEllen hazenJason hsuGoldman sachs group incCitigroup incPresident xi jinpingGoldman sachs groupChipmaker turnedPutnam investmentCauseway capitalRayliant globalVantage point asset

As China markets flail, rest of the world is roaring ahead

Yet powered by the US tech euphoria, global equities are approaching records, haven assets are out of favor and even neighboring Asian markets are relatively unscathed.

Ellen hazenBloomberg asiaSteve sosnickJason hsuArjun jayaramanNick ferresGoldman sachs group incCitigroup incPresident xi jinpingGoldman sachs groupPutnam investmentCauseway capitalRayliant globalVantage point assetWorld news

The Great Divergence: As China markets flail, rest of the world is roaring ahead

“China seems to be divorced from the rest of the world,” said Steve Sosnick, chief strategist at Interactive Brokers. “Part of the lack of equity response is that the global economy is doing OK without China. The prior reactions occurred when China was a bastion of growth in a shakier world.”

Bloomberg asiaSteve sosnickJason hsuNick ferresArjun jayaramanEllen hazenGoldman sachs group incCitigroup incPresident xi jinpingGoldman sachs groupPutnam investmentCauseway capitalRayliant globalVantage point assetChina stocksChina stock market

Will Slowing U.S. Growth Create Opportunity for Chinese Equities?

The soft landing that the U.S. Federal Reserve was hoping for could be falling to the wayside, opening up opportunities in Chinese equities.

Nicholas ferresChina international capital corporationVantage point asset managementVantage point assetGreat financial crisisXchange traded fundsStock marketHina insights channel

Hedge Fund That Sees Hard US Landing Bets on Chinese Equities

Hedge Fund That Sees Hard US Landing Bets on Chinese Equities
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Marko kolanovicKristina hooperNicholas ferresGoldman sachJpmorgan chase coBaidu incBloomberg televisionVantage point assetEastspring investmentsHigh yield bond index