China
Falling Inflation to Bring Down the Dollar in 2023
We expect US inflation to continue to decline at roughly the same pace as it rose in 2021 and the first half of 2022…
Read MoreOn the Prospective Manufacturing Divestment from China
What are the implications of the world divesting from China’s manufacturing sector?
Read MoreThe 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 MoreEmerging Markets Roadmap 2023
In our view, it is a watershed moment for the asset class.
Read MoreMacro 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 MoreChina 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 MoreSome thoughts on the 20th National Party Congress
The 20th CCP Congress had a shocking conclusion, but what does it mean for Chinese assets?
Read MoreWhat 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 MoreWhat 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…
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