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From “Newness” to Elusive Ghost Cities, China’s Rebalancing: a Work in Progress

Senior Advisor Bill Fries discusses China's economic “rebalancing” and turbulent capital markets.

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    "When a measure becomes a target, it ceases to be a good measure." This insight comes from economist Charles Goodhart, whose precept refers to the tendency of individuals or organizations...
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    May 18, 2017 [Emerging Views, Pablo Echavarria, CFA]
    Brazilian asset prices tanked May 18 following a local media report implicating President Michel Temer in alleged hush-money payments to former lower house Speaker Eduardo Cunha, who is now...
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    May 11, 2017 [Emerging Views, Pablo Echavarria, CFA]
    The political squalls blowing from north of Mexico’s border took a heavy toll on the Aztec nation’s asset prices at the beginning of the year, but as we noted a few days after Donald Trump, whose...
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    May 10, 2017 [Emerging Views, Charles Roth]
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