China
The 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…
Read MoreChina Insights – Local Government Bonds
Our series of ESLJ China Insights aims to shed some light on the complexities of the Chinese local bond market, its structure and main players and …
Read MoreEmerging Markets = China + EM ex China
We find the term ‘EM’ increasingly problematic, because of the stark divergence…
Read MoreChinese RMB’s International Currency Status
Extract from our “Chinese RMB’s International Currency Status” research paper, published 20th May 2021…
Read More