Andy Wang on The Watch List: Supply Chain Woes Impacting Holiday Shopping

Rising prices, labor shortages, and depleted inventories continue to face manufacturers and retailers worldwide amid continuing supply chain constraints. How will these impacts weigh on the upcoming holiday season? Industry experts Andrew Wang and Garrett Boorojian say people should expect to pay more for holiday gifts and food this year than previously as well as anticipate extended shipping delays for e-commerce.

Chris Wang on Evergrande Contagion Risks and Expedia

In a conversation with Oliver Renick on the TD Ameritrade Network, Chris Wang, Research Director of Runnymede Capital Management, discusses the Monday market selloff triggered by fears of the Evergrande looming missed debt payment. There is clearly risk given that Evergrande is the #2 property developer in China with over 200,000 employees, 800 projects in 200 cities, and $300 million in debt. However, we do not believe that this is the next Lehman and China

By |September 20th, 2021|runnymede news|0 Comments

Chris Wang on Reuters TV: Investors look through COVID wave

On Friday afternoon, I had the pleasure of returning to Reuters TV to have a quick conversation with anchor Fred Katayama (@Freddiethekat). We discuss the surprising drop in consumer sentiment and why investors appear to be looking through the current Delta COVID wave. Corporate earnings remain extremely strong and with vaccination rates high in the US, this COVID wave should be shorter lived.

By |August 13th, 2021|investing|0 Comments
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