Credit Writedowns » Christopher Wood

On the Collapse of the Shanghai Composite

Global Macro Monitor — Mon, 23 Jan 2012 19:00:00 +0000

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 31 percent from last April’s 12-month high. The Shanghai was down 39 percent from its August ‘09 post-crash high before reversing earlier this month. Hugh Hendry nailed it

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Thoughts on Europe and the global synchronised slowdown

Edward Harrison — Tue, 20 Dec 2011 15:00:01 +0000

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 fits of volatility due to inaction. This points to a risk off a lot more than a risk on environment

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Wood: “The endgame will be a systemic government debt crisis in the western world”

Edward Harrison — Sun, 07 Mar 2010 19:44:52 +0000

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 inflationary signs in Asia are a sign of renewed strong economic growth there. On the other hand, in his

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Wood warns of correction, says “key variable in the West is government policy”

Edward Harrison — Tue, 03 Nov 2009 13:50:55 +0000

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 markets’ extreme upward move is increasing the chances of a major correction. Wood is still cautious. He

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Fundamentally insolvent

Marshall Auerback — Sat, 20 Sep 2008 19:30:00 +0000

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. Substance is at best a second thought, and seriously, there is not time in these markets for second thoughts. It’s all

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Credit deflation and the Japanese problem

Edward Harrison — Mon, 16 Jun 2008 11:42:00 +0000

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 1990 are the scenarios of greatest concern today. These deflationary periods should be instructive as to

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