News and Views

China ‘learning it’s way’

On 7th January John Rutledge, Safanad’s Chief Investment Strategist and CNBC contributor, joined CNBC’s ‘Squawk Alley’ by phone to share his latest views on the Chinese economy.

January 14th, 2016|

China data a ‘head-scratcher’

John Rutledge, Safanad’s Chief Investment Strategist and CNBC contributor, was a guest on CNBC’s Squawk Box on 5th January where he provided perspective on China’s foggy future and the true depth of the the slowdown.

January 5th, 2016|

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|