Articles by Scott Botterman

Quick Hit: China’s Economy Stutters, Doesn’t Stop in July

By Scott Botterman, 08/17/2018

Chinese data releases lagged expectations last month, but we don’t believe they signal rough times ahead.

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MSCI and the Addition of Chinese A-Shares: Big News, Limited Opportunity

By Scott Botterman, 05/04/2018

Why Chinese A-Shares’ pending addition to the MSCI Emerging Markets Index isn’t a game-changer for global investors.

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Scaling a Wallop Potential: Chinese Shadow Banking

By Scott Botterman, 03/29/2018

Do troubles in China’s shadow banking sector have the power to wallop the bull market?

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What You Need to Know About Italy’s Upcoming Elections

By Scott Botterman, 01/02/2018

Italy will hold elections early in the year—here is what you need to know.

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2017: The Year of Falling European Political Uncertainty

By Scott Botterman, 01/31/2017

As elections come and go across Europe, political uncertainty should fall.

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Italian Referendum

By Scott Botterman, 11/30/2016

In a year of political upheaval, Italy's forthcoming referendum hardly rates.

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Fear and Loathing and European Politics

By Scott Botterman, 09/15/2016

Investors needn't fear recent political developments on the Continent.

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Greek Contagion Risk Is Minimal

By Scott Botterman, 08/11/2015

Seven charts show Greece's problems are contained.

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The Eurozone’s Underappreciated Improvement

By Scott Botterman, 02/10/2015

The eurozone economy has several little-noticed positives.

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European Parliament Elections—Setting Expectations

By Scott Botterman, 05/23/2014

A peek at the ongoing European Parliamentary election.

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