For many years now, Chinese internet companies have been producing notable earnings expansion on the back of consumption-led growth in China.
The US stockmarket has been hitting new highs. It is election year, so investors are often looking on the bright side.
As the coronavirus spread peaks, persistence and penetration are at this point uncertain.
Amid coronavirus outbreak
Investors and policymakers not prepared for Covid-19 economic damage
Taking advantage of opportunities from "short-term market dislocations"
2019 marked the end of a strong decade for financial markets and a year that punctuates many of the same themes of the decade: US equities outperforming international equities, growth outperforming value and ongoing historically low global interest rates....
A crisis of global significance