We remain overweight on the global growth proxies of Taiwan, South Korea and Singapore.
More Quotes from Malcolm Wood:
From time to time, you may have indigestion in the market. It's that sort of a curse. Analyze the businesses that are coming and make your decisions on that basis. Just don't buy them because they are coming.Malcolm Wood
In China, we stress a portfolio focused on domestic stocks and certain market leading consumer stocks in industries where there has been consolidation. Banks are also interesting, with good credit growth, the probability for increased fee income and implementations of cost cutting measures. Valuations may not be cheap but still appear attractive.
Malcolm Wood
Clients and investors inevitably say that a yield curve inversion spells a recession, but looking at the US yield curve in the context of other indicators, the news is positive.
Malcolm Wood
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Based on Keywords: proxiesI would have to challenge the term, modern dance. I don't really use that term in relation to my work. I simply think of it as dancing. I think of it as moving.
Twyla Tharp
I do not consider it an insult, but rather a compliment to be called an agnostic. I do not pretend to know where many ignorant men are sure - that is all that agnosticism means.
Clarence Darrow
They can hop on a line and really dice it up out there.
Adam Petty