Omega Point Blog

China

Impact of the Trade War in China

May 19, 2019

With all eyes on the US - China trade morass, our focus this week will be on seeing if we can empirically evaluate the impact that ongoing trade friction has had on Chinese stocks. We'll do so through the lens of the Exchange Rate Sensitivity factor in our China-specific model. Ultimately, we'll aim to find out if this factor is an effective way to track trade tensions, and to see...

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Omer Cedar
Omer Cedar

The Global Search for Growth

March 10, 2019
Continuing our exploration of the worldwide vs. US models, we're starting a series where we'll examine the factor characteristics and trends within broad global indices. This week, we'll start by examining Growth factor trends in key countries to better understand the country selection movements that are likely to follow.
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Omer Cedar
Omer Cedar