Reshma Kapadia

Reshma Kapadia

Associate Editor

LATEST ARTICLES

Brace for More Trade Limbo. These Sectors Could Feel It Most.

Brace for More Trade Limbo. These Sectors Could Feel It Most.

The U.S., Mexico, and Canada face a July 1 deadline to renew, terminate, or extend negotiations for their $2 trillion-in-goods USMCA trade pact.

Long Read

Chinese Stocks Are Being Overlooked. 5 Surprising Ways to Play It.

Chinese Stocks Are Being Overlooked. 5 Surprising Ways to Play It.

China’s market includes ways to play AI and other megatrends—without paying exorbitant prices. Here’s how to invest, and not regret it .

Long Read

Asia’s Market Boom Isn’t Over. How to Play It.

Asia’s Market Boom Isn’t Over. How to Play It.

Of the two hottest Asian markets, strategists are more bullish about South Korea than Taiwan.

Long Read

6 Foreign and Commodity ETFs for an Iran Peace Deal That Lasts

6 Foreign and Commodity ETFs for an Iran Peace Deal That Lasts

The cease-fire gave investors enough optimism to find markets poised to benefit if the conflict actually ends.

3 minute read

AI Stocks Underestimate the Technology’s Potential, Says This Tech Investor

AI Stocks Underestimate the Technology’s Potential, Says This Tech Investor

Brian Barbetta, co-head of technology investing at Wellington Management, is betting on Nvidia, ASML, and Samsara.

Long Read

Despite U.S.-China Truce, American Companies See Little Improvement in China

Despite U.S.-China Truce, American Companies See Little Improvement in China

A U.S.-China Business Council survey found most American companies see little improvement in China’s business climate, while growing competition from Chinese rivals threatens future profitability.

4 minute read

Women’s Sports Is Primed for a Boom. This Investor Is Making Her Plays.

Women’s Sports Is Primed for a Boom. This Investor Is Making Her Plays.

Mellody Hobson, co-CEO of Ariel Investments, is investing in women‘s soccer and volleyball through Project Level, the private-equity fund she co-founded.

Long Read

Everything to Know About the New U.S. Tariffs and What They Mean for Companies

Everything to Know About the New U.S. Tariffs and What They Mean for Companies

The Trump administration has been signaling it plans to rebuild its tariff policy after the Supreme Court deemed its global levies illegal.

Long Read

Trump Administration Proposes New 25% Brazil Tariffs. What They Mean for Pending Trade Probes.

Trump Administration Proposes New 25% Brazil Tariffs. What They Mean for Pending Trade Probes.

The new levies would be at half the level they were before the Supreme Court struck down global tariffs the Trump administration had issued under the International Emergency Economic Powers Act.

3 minute read

Why This Asia Fund Investor Favors South Korean Stocks Over China’s Internet Giants

Why This Asia Fund Investor Favors South Korean Stocks Over China’s Internet Giants

Matthews Asia CIO Sean Taylor anticipates further gains for South Korean stocks. He is less interested in Baidu and other Chinese tech giants.

Long Read

There Will Be Opportunities When the Strait of Hormuz Reopens. Think ETFs.

There Will Be Opportunities When the Strait of Hormuz Reopens. Think ETFs.

The war’s end would help China. Two quick ways to tap Chinese stocks: the iShares MSCI China ETF and the iShares MSCI China A-shares ETF.

4 minute read

Lower Tariffs Could Be Ahead. Here’s Why.

Lower Tariffs Could Be Ahead. Here’s Why.

U.S. Trade Representative Jamieson Greer says the U.S. will impose tariffs on imports, even from neighbors Mexico and Canada, as long as trade isn’t balanced. But they may not be as high as they were last year.

Long Read

USMCA Is the Next Big Trade Issue. It’s Critical For Mexico.

USMCA Is the Next Big Trade Issue. It’s Critical For Mexico.

The U.S.-Mexico-Canada Agreement, or USMCA, affects $2 trillion in trade and is crucial for all three economies.

4 minute read

U.S. Needs $2T to Make ‘Made in America’ Happen

U.S. Needs $2T to Make ‘Made in America’ Happen

Skilled workers and infrastructure are also needed. There’s no quick fix, according to a new report.

4 minute read

U.S.-China Financial Rivalry Flares Up. The Summit Smiles Are Fading.

U.S.-China Financial Rivalry Flares Up. The Summit Smiles Are Fading.

Despite recent U.S.-China talks, regulatory actions in China and U.S. congressional scrutiny highlight persistent frictions and investment risks.

4 minute read

Japan’s Stock Rally Has Room to Run

Japan’s Stock Rally Has Room to Run

Value investors think the good times are far from over in Tokyo. The reasons why. Plus, stocks and funds to consider now.

Long Read

Taiwan Semi’s Big Takeaway From the Trump-Xi Talks

Taiwan Semi’s Big Takeaway From the Trump-Xi Talks

Comments from Donald Trump and Xi Jinping on Taiwan raised fresh geopolitical concerns, but some investors see the odds of a near-term invasion or blockade as remaining low—supporting Taiwan Semiconductor Manufacturing stock and the broader chip sector.

4 minute read

Korean Stocks Are Up 80%. Hedge Funders Suggest How to Play It.

Korean Stocks Are Up 80%. Hedge Funders Suggest How to Play It.

South Korea is often-overlooked but its stock market is the hottest in the world this year. The boom is led by chip powerhouses SK Hynix and Samsung Electronics.

4 minute read

Trump-Xi Summit Ends With Few Breakthroughs. Chinese Stocks Emerge the Winner.

Trump-Xi Summit Ends With Few Breakthroughs. Chinese Stocks Emerge the Winner.

A continued truce would be a near-term positive for investors and Chinese stocks.

4 minute read

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