As a portfolio manager with years of experience in North America, I often hear optimistic discussions from other large North America institutional fund managers about investment opportunities in China. From

Imagine your carefully constructed investment portfolio suddenly encountering an uninvited guest—currency risk. So far in 2025, the greenback has weakened roughly 4.8% versus the loonie, while the broader dollar index

Experienced investors need to be able to tune out distractions and market noise. Having dinner in Shenzhen with friends from JPMorgan and CICC, I overheard them saying that most industry

In this time of uncertainty in the investment world, we’ve seen wealth grow and fall many times. Everyone, from digital moguls in Silicon Valley to traditional manufacturing giants, from financial