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Can Investors Make Money in a US–China Trade War?
by Stuart Rae, John Lin of AllianceBernstein, 3/23/18

President Trump’s plans for tariffs on about $60 billion of Chinese imports have rattled equity markets. Investors should begin to study which types of industries, countries and companies could win or lose if an all-out trade war erupts.

Get Ready for an “All China” Equity Market
by Stuart Rae, John Lin, Liang Zhu of AllianceBernstein, 6/13/16
China’s fragmented equity markets have always created confusion for investors. As MSCI prepares to make a landmark decision on Chinese equities, we think it’s a good time to get ready for a new “All China” opportunity.

Are “Chinese Whispers” Distorting Your View?
by Stuart Rae, John Lin, Hayden Briscoe, Anthony Chan of AllianceBernstein, 9/18/15
Renewed anxiety about China’s economic performance appears to be at odds with the fact that the country’s growth has been declining for years. How much of the recent nervousness is based on an outdated view of China’s policy direction?

Chinas Reforms Open New Path to Equities
by Stuart Rae, John Lin of AllianceBernstein, 9/2/14
For investors in China equities, there have traditionally been two ways of approaching the market: through expensive growth stocks, or risky contrarian plays. Now, thanks to Chinas reforms, theres a third way which may offer a better balance of risk and return.
4 results found.