The 5% GDP Growth Target
On March 5th, the government work report announced a GDP growth target of around 5% for 2023, which Premier Li Keqiang delivered on the first day of the National People’s Congress (NPC).Read More
Emerging Markets Roadmap 2023
Macro Monthly: Inflation versus growth, China and Recession fears
Inflation versus growth, China and recession fears are among the themes set to dominate markets this month…Read More
China October CPI
China’s October Consumer Price Index (CPI) came in at 2.1%, which fell short of the consensus rate of 2.4% and was lower than the 2.8% reported previously…Read More
“The Second Arrow” to save China’s property sector
On November 8th, the “second arrow” policy was announced to support private company bond issuance…Read More
Some thoughts on the 20th National Party Congress
The 20th CCP Congress had a shocking conclusion, but what does it mean for Chinese assets?Read More
What are the prospects for China’s economic growth, geopolitics and outlook?
Our interactive video, with Stephen Jen, explores the prospects for China’s economic growth, geopolitics and outlook.Read More
What can we expect from the 20th National Party Congress?
What can we expect from the 20th National Party Congress, as 2,000 senior members of the CCP meet next month…Read More
Podcast: What is the Outlook for China Onshore bonds?
Many investor are curious as to the outlook for China onshore bonds. In this post we outline our near-term outlook and focus on four key topicsRead More
What is the outlook for China onshore bonds?
What is the outlook for China onshore bonds? We outline our thoughts on the prospects for the remainder of 2022.Read More