Published on April 1, 2026

Building a Dynasty—The Advisor as General Manager

Published on March 20, 2026

The False Heroics of Stock Picking: Why Advisors Must Move Beyond the “Quarterback” Trap

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Building a Dynasty—The Advisor as General Manager

Building a Dynasty—The Advisor as General Manager

Published on April 1, 2026

The False Heroics of Stock Picking: Why Advisors Must Move Beyond the “Quarterback” Trap

The False Heroics of Stock Picking: Why Advisors Must Move Beyond the “Quarterback” Trap

Published on March 20, 2026

The US Government Debt and Deficit Are Symptoms of a Much Bigger Problem

The US Government Debt and Deficit Are Symptoms of a Much Bigger Problem

Published on May 29, 2025

Who Blinks First in the U.S.-China Trade War?

Who Blinks First in the U.S.-China Trade War?

Published on May 2, 2025

Tariffs: The Geopolitical Weapon Masquerading as Economic Policy

Tariffs: The Geopolitical Weapon Masquerading as Economic Policy

Published on April 29, 2025

Beijing’s Second Pivot: ‘Twin Bazooka’ Stimulus Deployed and Boom!!! China Is Up 25%

Beijing’s Second Pivot: ‘Twin Bazooka’ Stimulus Deployed and Boom!!! China Is Up 25%

Published on September 30, 2024

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From Stagnation to Innovation: Japan’s Economic Resurgence

From Stagnation to Innovation: Japan’s Economic Resurgence

Published on April 23, 2024

The Friend Zone: Does a Breakup with China Mean a Tailwind for Japan, India, and Mexico?

The Friend Zone: Does a Breakup with China Mean a Tailwind for Japan, India, and Mexico?

Published on April 2, 2024

Demographic Shifts: How Aging Economies Impact Emerging Market Assets

Demographic Shifts: How Aging Economies Impact Emerging Market Assets

Published on March 6, 2024

Papers, Pivot, and a Pitch

Papers, Pivot, and a Pitch

Published on January 30, 2024

Kicking the Elephant Out of the Room: The Case for EM ex-China

Kicking the Elephant Out of the Room: The Case for EM ex-China

Published on September 19, 2023

China Sentiment: The Cost of Impatience

China Sentiment: The Cost of Impatience

Published on September 6, 2023

Big Shoes to Fill: Who Can Be the Next China?

Big Shoes to Fill: Who Can Be the Next China?

Published on August 14, 2023

The Future of EM Is Worth the Weight

The Future of EM Is Worth the Weight

Published on May 16, 2023

The Real China Headline Risk

The Real China Headline Risk

Published on November 30, 2022

When Smart Beta Meets Machine Learning and Portfolio Optimization

When Smart Beta Meets Machine Learning and Portfolio Optimization

Published on September 30, 2022

You Are Already a China Investor

You Are Already a China Investor

Published on September 28, 2022

7 Predictions for a Stagflation Economy

7 Predictions for a Stagflation Economy

Published on July 18, 2022

The People vs. Inflation: A Political Problem (Not an Economic One)

The People vs. Inflation: A Political Problem (Not an Economic One)

Published on June 22, 2022

Untangling Fear and Risk: An Investment Survival Skill

Untangling Fear and Risk: An Investment Survival Skill

Published on June 7, 2022

This Is Not the Matrix and You Are Not “The One”

This Is Not the Matrix and You Are Not “The One”

Published on May 24, 2022

The Coming Stagflation

The Coming Stagflation

Published on May 12, 2022

China and the United States: Same People, Same Problems, Different Methods

China and the United States: Same People, Same Problems, Different Methods

Published on April 26, 2022

Why I’m Active in China

Why I’m Active in China

Published on April 20, 2022

China Tech: Too Big to Succeed

China Tech: Too Big to Succeed

Published on April 7, 2022

Why I’m Not Afraid for Taiwan

Why I’m Not Afraid for Taiwan

Published on March 3, 2022

In Case You Weren’t Keeping Score—Onshore China Stocks Won in 2021

In Case You Weren’t Keeping Score—Onshore China Stocks Won in 2021

Published on December 21, 2021

The A-H Premium: Same Stock, Different Story

The A-H Premium: Same Stock, Different Story

Published on October 27, 2021

The Myth of the Chinese Real Estate Bubble

The Myth of the Chinese Real Estate Bubble

Published on October 20, 2021

What Can Evergrande’s Unraveling Teach Us About China’s Credit Market, Real Estate Prices and Policy Making?

What Can Evergrande’s Unraveling Teach Us About China’s Credit Market, Real Estate Prices and Policy Making?

Published on September 22, 2021

Is Three a Crowd? Making Sense of Xi Jinping’s Pledge to Bring Stock Trading to Beijing

Is Three a Crowd? Making Sense of Xi Jinping’s Pledge to Bring Stock Trading to Beijing

Published on September 7, 2021

Common Prosperity: China’s Shared Vision with the West

Common Prosperity: China’s Shared Vision with the West

Published on August 30, 2021

Localize Your ESG: How to Avoid Regulatory Black Swans in China

Localize Your ESG: How to Avoid Regulatory Black Swans in China

Published on August 5, 2021

Relative Regulatory Risk: A-Shares vs. H-Shares vs. ADRs

Relative Regulatory Risk: A-Shares vs. H-Shares vs. ADRs

Published on July 30, 2021

We Don’t Need No (For-Profit) Education. ESG, China-Style.

We Don’t Need No (For-Profit) Education. ESG, China-Style.

Published on July 26, 2021

Scarlet Letters? Understanding China’s Regulatory View of ADRs and VIEs

Scarlet Letters? Understanding China’s Regulatory View of ADRs and VIEs

Published on July 13, 2021

In China, The Invisible Hand Wears a Red Glove: What We Can Learn From DiDi and Ant

In China, The Invisible Hand Wears a Red Glove: What We Can Learn From DiDi and Ant

Published on July 6, 2021

Squashing Ants: Why Chinese Regulators Were Right to Halt the Ant Financial IPO

Squashing Ants: Why Chinese Regulators Were Right to Halt the Ant Financial IPO

Published on July 4, 2021

The Wild West: Relaxed U.S. Listing Standards Create Opportunities for Chinese Companies

The Wild West: Relaxed U.S. Listing Standards Create Opportunities for Chinese Companies

Published on June 23, 2021

Fewer Loans in China: Impactful, But Perhaps Not In The Way You’d Expect

Fewer Loans in China: Impactful, But Perhaps Not In The Way You’d Expect

Published on April 8, 2021

Money-Losing Winners: Unprofitable Tech Stocks in the U.S. and China

Money-Losing Winners: Unprofitable Tech Stocks in the U.S. and China

Published on March 12, 2021

China’s Got Talent: Fund Manager Skill and Alpha in Chinese Stocks

China’s Got Talent: Fund Manager Skill and Alpha in Chinese Stocks

Published on March 6, 2021

“Tiger Mom” vs. Montessori: A Simple Analogy for Comparing Chinese and U.S. Financial Regulation

“Tiger Mom” vs. Montessori: A Simple Analogy for Comparing Chinese and U.S. Financial Regulation

Published on March 3, 2021

Executive Disorder: Mapping the US Ban On Chinese Stocks

Executive Disorder: Mapping the US Ban On Chinese Stocks

Published on January 12, 2021

Value, Growth, and Bubbles: A Comparison Between China and US Markets

Value, Growth, and Bubbles: A Comparison Between China and US Markets

Published on January 10, 2021

Chinese SOE Default: Lessons in Responsible Parenting

Chinese SOE Default: Lessons in Responsible Parenting

Published on December 13, 2020

Should Investors Allocate More to China A Shares?

Should Investors Allocate More to China A Shares?

Published on November 30, 2020

Understanding China’s 2020 Stock Market Rally in Eight Charts

Understanding China’s 2020 Stock Market Rally in Eight Charts

Published on August 30, 2020

Going Local: Developing a Quant Approach Specific to Emerging Markets

Going Local: Developing a Quant Approach Specific to Emerging Markets

Published on April 9, 2020

Don’t Quarantine Your Portfolio: Chinese Stocks’ Reaction to Coronavirus

Don’t Quarantine Your Portfolio: Chinese Stocks’ Reaction to Coronavirus

Published on February 18, 2020

Searching for the Smart Money in China A Shares

Searching for the Smart Money in China A Shares

Published on January 20, 2020

Suspending Disbelief: China Stock Trading Frequently Frozen

Suspending Disbelief: China Stock Trading Frequently Frozen

Published on January 15, 2020

Infographic: Earnings Management, Developed vs. Emerging Markets

Infographic: Earnings Management, Developed vs. Emerging Markets

Published on October 2, 2019

Uncovering Symbiosis: Emerging Markets and Factor Investing

Uncovering Symbiosis: Emerging Markets and Factor Investing

Published on October 2, 2019

Where Retail Rules: Buying Into China’s Alpha Opportunity

Where Retail Rules: Buying Into China’s Alpha Opportunity

Published on August 27, 2019

Adding Things Up: Piecing Together a Multi-Factor Quant Portfolio

Adding Things Up: Piecing Together a Multi-Factor Quant Portfolio

Published on August 22, 2019

Making the Case for Localized Quant Investing in Emerging Markets

Making the Case for Localized Quant Investing in Emerging Markets

Published on March 7, 2019

ESG In Need: Beyond the “Good Karma” Lens

ESG In Need: Beyond the “Good Karma” Lens

Published on January 9, 2019

Using a Systematic Approach to Outperform in Markets Dominated by Retail Investors

Using a Systematic Approach to Outperform in Markets Dominated by Retail Investors

Published on November 28, 2018

Illiquidity and Factor Returns

Illiquidity and Factor Returns

Published on November 4, 2018

Outperformance Through Investing in ESG in Need

Outperformance Through Investing in ESG in Need

Published on October 15, 2018

China A-Shares: The “Beta” Story

China A-Shares: The “Beta” Story

Published on August 15, 2018

Sourcing Alpha in Emerging Markets

Sourcing Alpha in Emerging Markets

Published on July 1, 2018

State Ownership in China, a Different Shareholder Focus

State Ownership in China, a Different Shareholder Focus

Published on July 1, 2018

Making Sense of Emerging Markets Accounting Data

Making Sense of Emerging Markets Accounting Data

Published on July 1, 2018

Anomalies in Chinese A-Shares

Anomalies in Chinese A-Shares

Published on May 30, 2018

Does Past Performance Matter in Investment Manager Selection

Does Past Performance Matter in Investment Manager Selection

Published on July 31, 2017

Smart Beta, “Smarter” Flow

Smart Beta, “Smarter” Flow

Published on February 17, 2017