The Chart Room

In July, Knowledge@Wharton interviewed Jacques deLisle, Director of East Asian Studies at the University of Pennsylvania and Ann Lee, Adjunct Professor of Economics and Finance at NYU to discuss the downfall of China’s stock market. The interview explores the causes of the downturn, why previous fixes did not work and what the Chinese government currently has planned to alleviate the issue and stimulate growth.

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In a recent blog entry, Mark Mobius examines the downturn in the Chinese stock market. Since mid-June, the domestic stock market in China has seen a 30% decline. In this article, Mobius provides the reader with insight into the causes of the downturn as well as how his team plans on investing in the region going forward.

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A recent article by Tobias Buck for the Financial Times offers the reader the opportunity to compare and contrast the decisions made by the Spanish and Greek governments regarding austerity. Spain chose to adopt austerity measures that now have them on track for increasing economic growth per Spanish government forecasts.

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Uncertainty in the marketplace can be both good and bad. Knowledge@Wharton recently spoke with Wharton finance professor, Amir Yaron to explore this topic. Yaron recently co-authored a study entitled “Good and Bad Uncertainty: Macroeconomic and Financial Market Implications” along with fellow professor Ivan Shaliastovich and Gill Segal.

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Is art an asset class? Many collect works of art not only for aesthetic appeal but for the hopes that they will see a healthy return on their investment. The marketplace for art has grown and has become more complex. In his recent entry in the EconoMonoitor, Noriel Roubini argues that art is indeed a unique asset class and should, therefore, adopt reforms and regulations to ensure market transparency.

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In his latest blog entry, Dr. Mark Mobius, executive chairman of Templeton Emerging Markets Group, offers his insight into the current volatility of the global marketplace. Using behavioral finance and traditional finance theory fundamentals, Mobius posits the benefits of holding fast to long-term investment goals in the face of a period of uncertainty.

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After 150 years of British rule, Hong Kong was returned to China in 1997. Hong Kong (as well as Macau and Taiwan) has operated semi-autonomously under what’s known as “one China, two systems”, with the promise of fully democratic elections in 2017. Earlier this summer, China mandated that a committee from Beijing would select the candidates for the vote. This has sparked a large outcry of protest from demonstrators demanding fair and free elections. Andy Rothman of Matthews Asia addresses his observations on the concerns and opportunities in this article.

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Mark Mobius gives a brief history of Emerging Market investing (including his own personal experience and observations) in a recent blog post.
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Jeffrey DeMaso of the Independent Advisor for Vanguard Investors explains why even the unluckiest investor stands to gain from long term investing.

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The start of 2014 has been rough for Emerging Markets. This recent article in The Atlantic, however, paints a more hopeful picture of the future as millions of people head for the polls in their respective countries and push for a brighter destiny.
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