Global Investing

Reforms changing the yin-yang of investing in China? – PODCAST

February 6, 2014

China’s influence on emerging markets, let alone the global economy, cannot be understated. Great strides have been made to build the economy over the past 30 years, but not without its casualties. In a conversation with Michelle Gibley, director of international research at Charles Schwab, I asked her about a new research paper she’s published on why, amid the angst and doubt on emerging markets, she has shifted her views. She’s turned positive on Chinese large-cap stocks and says the China of the past was running out of gas.

Americans going abroad again

July 1, 2009

U.S. investors have started to go shopping abroad for assets for the first time year.