Here’s Why China “Hard-Landing” Worries Are Overblown by Mauldin Economics Although a number of well-known hedge fund managers such as Kyle Bass and George Soros have publicly stated they believe some kind of a “hard landing” in China is coming, […]
Tag: Hard Landing
We Still Don’t See A China Hard Landing by Mark Mobius, Franklin Templeton Investments After a long period of outstanding economic growth, many investors are now wondering about the future path of China’s equity market and its economy, with some […]
Please login to view the rest of this article – Not subscribed? Get our adfree exclusive content for only a few dollars a month. It also helps us fund our operations so think of it as supporting quality journalism.
Gold’s Bright But Bumpy Future by Dan Steinbock, Difference Group Not so long ago, gold suffered the most challenging losses since 1999. According to conventional wisdom, US rate hikes will contribute to its further decline. If that’s the case, why […]
China’s Modest Credit Stimulus Should End Talk Of A Hard Landing by Andy Rothman, Matthews Asia A modest credit stimulus and a housing market rebound led to a pick-up in investment and industrial activity during the first quarter of the […]
SPX Capital letter for the month of January 2016 titled, “We increasingly depend on ourselves. And we continue to face major challenges…” Dear Investor, Global markets again had a volatile month in January. Stock indexes fell sharply in response to […]
Hyaman Capital’s Kyle Bass on the $34 trillion experiment: China’s banking system & the world’s largest macro imbalance. ValueWalk has obtained the full letter of Kyle Bass’ latest big (gigantic) macro bet against China. This is a hot trade as […]