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
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
Of the two hottest Asian markets, strategists are more bullish about South Korea than Taiwan.
Long Read
The cease-fire gave investors enough optimism to find markets poised to benefit if the conflict actually ends.
3 minute read
Brian Barbetta, co-head of technology investing at Wellington Management, is betting on Nvidia, ASML, and Samsara.
Long Read
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
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
The Trump administration has been signaling it plans to rebuild its tariff policy after the Supreme Court deemed its global levies illegal.
Long Read
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
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
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
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
The U.S.-Mexico-Canada Agreement, or USMCA, affects $2 trillion in trade and is crucial for all three economies.
4 minute read
Skilled workers and infrastructure are also needed. There’s no quick fix, according to a new report.
4 minute read
Despite recent U.S.-China talks, regulatory actions in China and U.S. congressional scrutiny highlight persistent frictions and investment risks.
4 minute read
Value investors think the good times are far from over in Tokyo. The reasons why. Plus, stocks and funds to consider now.
Long Read
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
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
A continued truce would be a near-term positive for investors and Chinese stocks.
4 minute read
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