China
Will 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.
Read MoreThe Chinese economy will remain divergent from much of the rest of the world
The Chinese economy will remain divergent from much of the rest of the world. Part of our China onshore bond market outlook.
Read MoreHow much longer will the RMB remain strong?
How long will the RMB remain strong? Part of our China onshore bond market outlook.
Read MorePodcast – China onshore bonds: 2022 Outlook
Our China onshore bond market outlook. 2022 is a politically significant year…
Read MoreChina onshore bonds: 2022 Outlook
Our China onshore bond market outlook. 2022 is a politically significant year…
Read MoreChina’s Fictional Growth
Extract from our “China’s Fictional Growth” research paper, published 22nd November 2021…
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