Goldman Sachs Research’s Hui Shan, chief China economist, and Peking University Guanghua School of Management’s Michael Pettis discuss just how effective China’s domestic policy stimulus will be in addressing the country’s internal and external economic challenges. This episode explores the latest Top of Mind report, “Will China’s policy stimulus be enough?” ... Show More
Aug 18
Wellington’s Jean Hynes on the Art of Investing and Finding New Markets
Jean Hynes, CEO of Wellington Management, has more than 35 years of experience at the firm. But she spends most of her time looking ahead, trying to envision what the world might look like in a decade and building portfolios around nascent opportunities. In an interview with Gold ... Show More
43m 47s
Aug 13
What the US-Japan Currency Intervention Means for the Yen, Rates, and the Dollar
The US and Japan coordinated on the biggest currency market intervention in 15 years, helping to stabilize a weakening yen. Karen Fishman, senior FX strategist in Goldman Sachs Research, and Praneet Shah, global head of FX options trading in Global Banking & Markets, discuss why ... Show More
27m 13s
Mar 2024
055 | China: keeping the dragon awake
As China's parliamentary meetings come to an end, what's the outlook for the economy in 2024 and beyond?
In this episode, we speak to Senior Economist Francoise Huang about whether the ‘New Three’ industries of electric vehicles, batteries and solar energy products could become ... Show More
18m 58s
Apr 2018
Adventures in Finance 61 - Crude Awakening: The Yuan, the Dollar, and the Battle for Global Supremacy
China appears to be taking a major step to combat the dominance of the U.S. dollar. How significant could that move be, and what political, economic, and market changes might result? Luke Gromen, founder of research firm Forest for the Trees, joins for a deeply insightful discuss ... Show More
1h 24m
<p>Today's Post - <a href="https://bahnsen.co/4gJcvvo">https://bahnsen.co/4gJcvvo</a></p>
<p>China's Market Shift and Economic Challenges</p>
<p>In this episode of Dividend Cafe, David Bahnsen discusses recent developments concerning China's economy and market performance. Bahnse ... Show More