The United States risks kicking off a trade war with China over its decision to initiate a "dumping" claim against Chinese aluminum producers without the industry asking it to do so.
Chinese stocks have sold off rapidly since early last week, a reaction to government reforms in a market where policy can change overnight. Investors need to watch this momentum-driven market for short-term weakness.
The recent Moody's downgrade of China's credit score masks the price increases and operating profits that some debt-heavy members of China Inc. are pushing through.
Investors are two-faced when it comes to China. It's all good until it's very bad. Are things about to get ugly again as debt mounts and reforms drag on?
Investors should look to stocks that serve the all-powerful Chinese consumer.