Tag Archives: China

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Cumberland Advisors Market Commentary – Singles’ Day and Alibaba

Author: Leo Chen, Ph.D., Post Date: November 10, 2020
Market Commentary - Cumberland Advisors - Singles’ Day and Alibaba (Leo Chen)

November 11 is Singles’ Day in China. It is an unofficial shopping holiday that was started by Alibaba in 2009. It is called Singles’ Day because the repeated number “1” in “11.11” refers to single people in Chinese. Although Singles’ Day is often compared to Black Friday in the US, it is actually more similar […]

Cumberland Advisors Market Commentary – China Update – Ant Versus the State

Author: William Witherell, Ph.D., Post Date: November 9, 2020
Cumberland Advisors Market Commentary by William "Bill" Witherell, Ph.D.

Last week, the Ant Group was expected to list in Shanghai and Hong Kong the largest IPO in history. However, on Tuesday, November 3, the Shanghai Stock Exchange announced it had postponed the company’s listing, citing “major issues” that might cause it “not to meet the listing conditions or disclosure requirements.” The IPO listing was […]

Cumberland Advisors Market Commentary – China and Wall Street – Decoupling or Linking?

Author: Bill Witherell, Ph.D., Post Date: October 19, 2020
China and Wall Street – Decoupling or Linking by William Witherell, Ph.D

For at least three decades, under both Republican and Democratic administrations, the United States has urged China to open up its financial markets to foreign capital and foreign financial firms. However, as part of a broader strategy to decouple relationships with China, President Donald Trump’s administration appears to want global financial firms to pull back […]

Cumberland Advisors Market Commentary – CIO Overview & Outlook

Author: David R. Kotok, Post Date: September 28, 2020
David R. Kotok

The second quarter of 2020 saw the worst quarterly decline in economic terms since the Great Depression of the 1930s. The US economy literally fell off the COVID cliff. This downdraft side of a very sharp “V” has already made an economic bottom. (It was foretold by the March 23 low in the stock market.) […]

Cumberland Advisors Market Commentary – Why Investors Are Looking at Taiwan

Author: William Witherell, Ph.D., Post Date: August 5, 2020
Market Commentary - Cumberland Advisors - Why Investors Are Looking at Taiwan

Consider a place that has had only 476 Covid-19 cases and just 7 deaths. This sounds like a rural town in the US with a small population and good access to medical care. Actually, it is Taiwan, a small country in Asia with a very dense population of 23.6 million people, situated about 100 miles […]

Cumberland Advisors Market Commentary – Chinese Economy: Global Locomotive but Significant Risks

Author: William Witherell, Ph.D., Post Date: July 20, 2020
Market Commentary - Cumberland Advisors - Chinese Economy Global Locomotive but Significant Risks

China’s economy, the second largest in the world after that of the United States, is recovering from a sharp slowdown in the first quarter of the year. The first estimate of the annualized second-quarter GDP growth rate is +3.2% versus 2.4% expected, a strong reversal from -6.8% in the first quarter. The advance indicates that […]