Emerging Markets
Europe’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).
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 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 MoreWhich 4 themes will influence markets in August?
Which 4 themes will influence markets in August? From global inflation to the US Dollar…
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 MoreA Dip in Confidence?
A busy week for the Federal Reserve, Peoples Bank of China and the European Central Bank. We discuss the events of the week and our view on US yields…
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