Dr. Michael Hasenstab says while China’s transformation poses challenges, there are still reasons for optimism about China’s prospects.
Global Macro Shifts: China – Searching For a New Equilibrium
Global Macro Shifts: Divergent Monetary Policy
Dr. Michael Hasenstab examines developments and the divergent roles of monetary policy in the US, Greece, Eurozone, and Japan.
Joel Greenblatt Owned Hedge Fund On Why Value Investing Isn’t Working Now
Acacia Capital was up 12.27% for the second quarter, although it remains in the red for the year because of how difficult the first quarter was. The fund is down 14.25% for the first half of the year. Q2 2020 hedge fund letters, conferences and more Top five holdings Acacia's top five holdings accounted for Read More
Global Macro Shifts: China – New Engines of Growth
Dr. Michael Hasenstab takes a closer look at China and the new growth engines that have emerged.
Global Macro Shifts: China – Demographic Shifts
Dr. Michael Hasenstab examines the evolution of China’s labor market and the possibility of falling into a middle-income trap.
Global Macro Shifts: China – Rise of the Private Sector
The government has long played an influential role in China’s economic rise. But Dr. Michael Hasenstab says key reforms and innovation have the private sector becoming increasingly more important.
Global Macro Shifts: China – Three Risks
Dr. Michael Hasenstab takes a closer look at the role of monetary policy, potential debt risks and the impact of the recent equity market turmoil.