On the Horizon: China’s domestic equity ...

In this episode of the Center for Investment Excellence podcast, hosted by David Lebowitz, the focus is on the transportation sector amidst a backdrop of global economic uncertainty. Andy Dacey, CEO and CIO of J.P. Morgan Asset Management's Global Transportation Group, joins the ... Show More

This episode hosted by David Lebovitz features a discussion with Dr. David Kelly, chief global strategist at J.P. Morgan. It covers topics such as the economic outlook for 2025, the impact of U.S. immigration and trade policies, and potential fiscal and regulatory changes under t ... Show More

In this episode, join host David Lebowitz, Global Market Strategist, and special guest Jared Gross, Head of Institutional Portfolio Strategy, as they return to the Center for Investment Excellence for their annual Asset Allocation Draft. In this insightful episode, they provide a ... Show More

After better-than-expected economic data kicking off the year, and a blistering start for the equity market, where does China go from here? Goldman Sachs Research’s Hui Shan and Kinger Lau discuss the evolution of China’s economy and capital markets. Learn more about your ad choi ... Show More

Markets closed well off their highs to start the week, with the Dow giving up a 300+ point gain to end in the red. The Nasdaq, though, managed to close higher as high-growth names like Tesla and Nvidia posted strong sessions. Will these names lead the market higher? Plus, China s ... Show More

China, the so-called engine of global growth, seems to be stalling badly right now. The country is facing rising unemployment, falling factory output and a collapsing property market. Plus, a growing number of regular Chinese citizens are complaining that the country's tough anti ... Show More

As the global economic outlook turns toward a slowdown in growth, some investors may look to China for stability, but, when they do, what will they find? ----- Transcript ----- Welcome to Thoughts on the Market. I'm Robin Xing, Morgan Stanley's Chief China Economist. Along with m ... Show More

Where people live within China - and why - is fundamental to understanding the country’s changing demographics. That, in turn, has important implications for the Chinese economy, consumption trends, and where investors should be looking. In this episode, Catherine Yeung, Investme ... Show More

Major indexes all closed higher after the central bank, as expected, held rates steady for a second straight meeting. We dig in on chair Powell’s commentary and what it means for the markets. Plus, Yum Brands, Estee Lauder and Canada Goose among the companies raising concerns ove ... Show More

Markets rallied again on Wednesday, with the Nasdaq putting in its longest win streak since early September. But will the gains hold if inflation comes in hotter than expected tomorrow? Plus, as China reopens and unleashes millions of potential consumers back into the world, can ... Show More

Is China's behavior towards its innovators separating the country further from the world? That's the question on everybody's mind, as the Chinese authorities continue to exert their political power over the country's rising tech companies. George Magnus, associate at the China Ce ... Show More