News and Views

President Xi Jinping visit just a show?

Dr. John Rutledge, Safanad’s Chief Investment Strategist and CNBC contributor, was a guest on CNBC’s Squawk Box on September 23rd with Peter Navarro, UC-Irvine professor. They discussed Xi Jinping’s upcoming State Visit and Corporate Agenda.

September 27th, 2015|

China cut means nothing

By Fred Imbert, CNBC | @foimbert
While many investors view China’s decision to further cut its benchmark interest rates as a positive sign, John Rutledge, the chief investment strategist at Safanad, said it makes “no difference whatsoever” for the Chinese economy.

“The Chinese economy is obviously weak. The weakness is centered in industry, [and] the Chinese currency is […]

August 26th, 2015|

Chinese stock market performance

Dr. John Rutledge, Safanad’s Chief Investment Strategist and CNBC contributor, shared his views on the Chinese stock market on LinkedIn.

To read the full article, please follow this link:

https://www.linkedin.com/pulse/cnbc-power-lunch-stay-away-from-china-stocks-john-rutledge?trk=prof-post

August 2nd, 2015|

Stay away from Chinese stocks

Dr. John Rutledge, Safanad’s Chief Investment Strategist and CNBC contributor shares his perspective on Chinese stocks.

August 2nd, 2015|

China bubble fueled by margin loans

Dr. John Rutledge, Safanad’s Chief Investment Strategist and CNBC contributor, and Andy Xie, independent economist, discuss the drastic steps Chinese authorities took to stop the financial bleeding in China’s markets.

July 12th, 2015|

Perspectives on China

Dr. John Rutledge, Safanad’s Chief Investment Strategist and CNBC contributor, was a guest on CNBC’s Squawk Box on 1st July 2015, where he shared his views on China

July 2nd, 2015|

Turning point for Activism?

Dr. John Rutledge, Safanad’s Chief Investment Strategist and CNBC contributor, was a guest on CNBC’s Power Lunch on May 13th. Along with Jim Paulsen, John discussed the value of activism in light of DuPont’s recent proxy fight victory over activist investor Nelson Peltz.

 

May 31st, 2015|

Own Europe, short the Euro

Dr. John Rutledge, Safanad’s Chief Investment Strategist and CNBC contributor, was a guest on CNBC’s Power Lunch on May 13th.  John discussed his market outlook for the latter half of 2015, noting that he’d rather own Europe than U.S.

 

May 31st, 2015|

Bullish on China growth not stocks

Brenda Hentschel | @brendahentschel
Wednesday, 13 May 2015 | 2:19 PM ETCNBC.com

Investors observe stock market at a stock exchange corporation on April 17, 2015 in Jiujiang, Jiangxi province of China.

The latest read on the Chinese economy may show it is still losing steam but according to SAFANAD Chief Strategist, John Rutledge, the PBOC easing over the […]

May 31st, 2015|

Bond sell-off to end deflation?

Dr. John Rutledge, Safanad’s Chief Investment Strategist, was a guest on CNBC Asia’s Squawk Box on 12th May 2015. John discussed the decline in bond prices and the effect this will have on the economy.

May 13th, 2015|