China
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 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…
Read MorePodcast: 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 topics
Read MoreWhat 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 MoreRenminbi 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?
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