China
Renminbi Review: The Property Sector and Our Currency Outlook
Renminbi Review: The Property Sector and Our Currency Outlook
Read MoreWhich 4 themes will influence markets in August?
Which 4 themes will influence markets in August? From global inflation to the US Dollar…
Read MoreJust as the US and Europe slow, will China’s economy accelerate?
Macro-monthly: Just as the US and Europe slow, will China’s economy accelerate?
Read MoreWhich dominant economic shock will fade first?
Macro-monthly: Which dominant economic shock will fade first?
Read MoreHow will the recent policy announcements impact Chinese markets?
Renminbi Review: How will the recent policy announcements impact Chinese markets?
Read MoreWill China’s high growth target result in aggressive policy easing?
Renminbi Review: Will China’s high growth target result in aggressive policy easing?
Read MoreUSD – A structural ‘Dollar Smile’ trough?
Macro-monthly: USD – A structural ‘Dollar Smile’ trough?
Read MoreRenminbi Review – What could economic and policy divergence mean for Chinese assets?
Renminbi Review – What could economic and policy divergence mean for Chinese assets? An extract from our China newsletter written on 3rd February 2022.
Read MoreThe US and China – Three themes for the month ahead
The US and China – 3 themes for the month ahead. An audio extract from our Macro Monthly Newsletter.
Read MoreThe property sector and corporate defaults will pose challenges for China
The property sector and corporate defaults will pose challenges for China. Part of our China onshore bond market 2022 outlook.
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