Geopolitics and Economics: Niall Ferguson Calls for a Strong U.S. Role, Concerned about China

Niall Ferguson of Harvard spoke with Barron’s about the interface of geopolitics and economics in the U.S, and globally. He emphasizes the importance of political stability to economic prosperity, noting that “[g]lobal order and stability need to be underwritten. It doesn’t just happen.” He opined that “[t]he global economy needs a strong hegemonic power to […]

Herro Talks China, Oil

Fund Manager Of The Decade David Herro says that, while they are causing short-term bumps, the decline in oil prices and reforms in China should help investors down the road.

Bolton Sees China Turnaround

Top U.K. fund manager Anthony Bolton says he’s expecting a rebound in Chinese growth next year. Bolton tells Investment Week that he thinks China’s growth has actually been slower than the official 7.5% figure being cited this year. “The headline figure is not reliable and I think growth has come down below that this year,” […]

Mobius High on Coal

Templeton Emerging Markets Group’s Mark Mobius says he’s bullish on Chinese coal companies. “These companies are not only mining but also producing power and the demand for power is insatiable in China and everywhere else in the world,” Mobius tells Bloomberg. His funds currently hold shares of coal companies Shenhua, Yanzhou Coal Mining Co., and […]

Bogle: China “Sinking”, U.S. Best Developed Market

Vanguard founder Jack Bogle says the U.S. is faring better than the rest of the world, and that China’s economy is “sinking quite a bit” right now. “The fact of the matter is our economy, U.S. GDP, is the best performer in the developed world by a good margin and the rest of the world […]

Tilson: China Is “Completely Uninvestable”

While Chinese stocks have fallen in recent months, top value investor Whitney Tilson isn’t seeing value in the Asian giant. In fact, he says China is “uninvestable”. In an email to ValueWalk.com, Tilson explains how his father appears to have been scammed after recently buying a product from a Chinese website, “yet another case study […]

Bolton on the Contrarian Case for China

While many investors are fleeing Chinese equities, Fidelity’s Anthony Bolton remains bullish. “People are generally cautious and are taking money out of China which, as a contrarian, I see as positive,” Bolton says, according to Investment Week. Bolton, who compiled an exceptional fund management track record in the U.K. before moving on to a China […]

Sonders on China, Growth, and The Fed

Charles Schwab Chief Investment Strategist Liz Ann Sonders says she expects stocks of U.S. companies that do more of their business domestically rather than overseas should continue to outperform in the short term amid concerns about growth in places like China. But she also tells Bloomberg that she wouldn’t get too defensive, because countries like […]

Stimulus Has Fisher Bullish on China

With China announcing its first interest rate cut in about four years, Kenneth Fisher says he expects good things from Chinese equities. “We’re overweight China and optimistic on China relative to both emerging markets and the world as a whole,” Fisher told Bloomberg. “We see this as part of a broader Chinese effort to stimulate, […]

Fisher: Stars Aligning for China in 2012

Forbes’ Kenneth Fisher says he’s found a good timing mechanism for investing in Chinese stocks, and says it is showing that the “stars are in alignment” for Chinese equities in 2012.  The timing approach is based on the idea that politics drives the economy and market in China, Fisher says. “China’s powerful Communist Party leadership […]

Grantham’s Firm Sees “Mother of All Bubbles” in China

Jeremy Grantham’s firm is taking a very bearish stance on China, believing the country is in a huge infrastructure and real estate bubble. “China is experiencing the mother of all bubbles,” Peter Chiappinelli, portfolio strategist at Grantham’s GMO, says, according to InvestmentNews.com. “We don’t know when it’s going to pop or what’s going to cause […]

What Bolton Likes In China

Top U.K. fund manager Anthony Bolton thinks that China’s economy is better than many realize, and is particularly high on the country’s consumption and services sectors. “We have been through an extraordinarily volatile year but I believe that when the dust settles and things calm down, investors will focus on relative growth rates they can […]

Hedge Fund Chief: Asia Offers Big Opportunities for Value Investors

Michael van Biema, whose value-focused firm’s funds garnered several InvestHedge awards in 2010, says the Asian markets are offering particularly good opportunities for value investors. “They’re getting really, really cheap again, which of course, we like,” van Biema tells Forbes.com in reference to Asian stocks. “And you get a huge tail wind of growth. The […]

Oberweis: China Fears Way Overblown

Newsletter guru Jim Oberweis says that investors have wildly overreacted to fears about China’s slowing growth. “International funds have relentlessly poured out of China as fears of slowing growth surfaced and margin calls increased the need to pull capital out of the country,” Oberweis tells Investor’s Business Daily. “China’s economy is slowing, but not to […]

Valuations Have Bolton Bullish

Fidelity’s Anthony Bolton says he’s optimistic about global equities, and valuations are a big reason. “I am still a bull of world equity markets,” Bolton, who produced an exceptional track record in the U.K. and now oversees a China-focused fund, said at an Investment Week conference. “I think in this business you have got to […]

Bolton Remains Confident in China

While his China-focused fund has struggled in its first year, top U.K. fund manager Anthony Bolton says he’s sticking to his general approach — with some modifications — and continues to think Chinese stocks are packed with potential. “I am pretty confident in the general approach,” Bolton tells The Telegraph. “I said before the fund […]