Michael recaps the self-inflicted wounds of the Section 301 tariffs, and recaps his meetings in DC with a group of Congressmen to discuss debt, deficits and financial markets.
1Q18 earnings update: A tailwind from taxes
The paper discusses the pportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.
Michael discusses how he should have taken Trump at his word on tariffs, and the impact of the widening trade war on global growth and equity markets as proposed tariffs approach pre-war levels.
In the third quarter, emerging market (EM) earnings and earnings expectations cycles finally began to turn. Reported profits and margins rebounded off their cyclical lows and earnings estimates moved out of negative territory, diminishing a headwind that
Michael shares his thoughts on the US China trade war, Mexico tariffs and the US immigration policy.