Christopher Wood

Expect the ECB to do something in June, but not QE Ukraine is the top geopolitical risk Rotation into defensive names in the US is worrying China is exporting deflation Easy money is causing a reaching for yield

Shanghai’s channel surfing Panda bears are speaking with a little higher pitch this weekend after getting their ‘hood caught in a vicious squeeze and reversal. The stock index has bounced 8.7 percent off its January 6th lows after falling…

We are in a second synchronised global growth slowdown. Moreover, the policy response must be more muted this go round as the public sector is more indebted and has less policy space than in 2008 or 2009. Expect policy inaction followed by…

Christopher Wood is bearish on Western stocks but still bullish on emerging Asia, especially India and China. He recommends an overweight Asia – Underweight West position for international investors in large part because he believes the…

Christopher Wood, the well-noted market strategist at CLSA and writer of the classic Japan crash warning book “The Bubble Economy,” is now warning of a market correction in the West.  According to CNBC India, Wood believes that the…

Marshall Auerback here.Equity investors, perhaps unlike credit investors, don't get the fundamental insolvency of the financial sector, an artifact of mega-leverage.This is a culture that responds to visual clues and marketing jingles.…

The world has experienced three periods of extreme financial dislocation in the past century, 1929, 1973, and 1990. Two of these have been deflationary. While most observers have their eyes firmly peeled on 1973 and its aftermath, 1929 and…