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Why China’s Economy Fears a Biden Administration
In spite of the punitive tariffs levied under the Trump administration, China has been reticent on welcoming his Democratic opponent. Why?
The End of Tech Stocks?
Is it time to consider de-weighting tech stocks from portfolios?
Optimists Predicted a V-Shaped Recovery and So Far, They’ve Been Right
No one doubts the importance of the Chinese economy in determining the shape and scale of the global economic outlook. China has been a major contributor to global GDP growth over the past decade or so. It is a top commodity demander and…
Why Do Tech Stocks Outperform?
Tech has dominated markets through 2020. Despite the global economy being shuttered by the coronavirus, the key tech stocks, FAANG, have led a stock market recovery, outperforming every established sector. These names are representative of…
How CFOs Can Drive Sustainability Transformation
As corporate sustainability ambitions increase and investors demand increased accountability, companies must rethink the traditional responsibilities and activities of the Chief Financial Officer and broader finance function in light of the…