Emerging Markets
Emerging Markets H2 Roadmap 2023
We remain convinced that it is a watershed moment for the asset class.
Read MoreA Dollar Avalanche Building in China
Chinese corporates continue to hoard dollars.
Read MoreThe Problem is Debt, Not the Debt Ceiling
The looming risk of the debt ceiling triggering a default by the US is the urgent matter concerning investors.
Read MoreEurope to Stay on the Fence on China
The structural competition between the US and China could intensify further.
Read MoreChina and the De Facto Asian Economic Union
The global economy is approaching a major watershed: for the first time in modern history, the three economic blocs – the US, Europe, and Asia…
Read MoreA New Dawn for Emerging Markets
In our view, it is a watershed moment for emerging market local currency debt. The asset class has performed exceptionally well despite the challenging external environment…
Read MoreEurope’s Gas Strategy: So Far So Good
A year ago, Russia’s gas embargo seemed like an insurmountable challenge for Europe.
Read MoreFalling 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).
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