As the world ushered in 2018, it’s worth reviewing what we forecast for China in the previous year, and to cast ahead for what themes might play out over the next 12 months. After meeting of Communist Party leaders at the Central Economic Work Conference, we can expect their targets and objectives for 2018. And these meetings have great import: ...

The trade war didn’t happen. Prepare for a few skirmishes. It was high on many observers’ lists of things that could go badly wrong in 2017. Buying and selling of goods and services across borders not only increased this year, but also grew more than anticipated. Next year may test whether that’s a durable trend or just an accident that ...

Chemicals, equipment, machinery parts. It’s not sexy stuff. Certainly not as cool as games consoles, image sensors and flash memory chips. But who needs sexy when you can have excellent returns on your portfolio of tech stocks. That’s what JPMorgan Chase & Co.’s Japan Technology Fund did. It went for the mundane and posted a 107 percent return in the ...