Trump 2.0 risks a ‘global trade war’ if he imposes blanket tariffs on all imports, says Stephen Roach

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Stephen Roach, senior fellow at Paul Tsai China Center of the Yale Law School, discusses the direction of U.S.-China relations during Trump’s second term, says the president-elect will adopt sweeping anti-China measures. Source link

Bottom-up investment opportunities in China have improved from 2023

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Vivian Lin Thurston of William Blair Investment Management discusses which sectors in China she sees fundamentals improving and says that some stocks are interesting and attractive from a theoretical perspective even if their valuations don’t reach the averages from 5 years ago….

Snapping up abandoned homes in Japan: Buyers beware, says expert

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email CNBC’s Lin Lin takes a closer look at the surge in Japan’s abandoned homes, which foreigners can snap up cheaply. But one expert warns buyers to be realistic with their expectations, as the value of these homes could depreciate further over time….

‘Certain that Seven & i will stay Japanese,’ Monex Group’s Koll says

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Jesper Koll, expert director at financial services company Monex group said that Seven & i’s founding family is likely to take the company private, teaming up with trading company Itochu. Koll also thinks that “it’s just a matter of weeks now before…

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