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Three external shocks shake the world economy – with different durations

In my view, while the three shocking events – US inflation, Russia/Ukraine and China's zero Covid strategy – are quite complex and difficult to tr

1 Min Read


“We must be aware of the advantages of investing in local emerging debt”

“It is in this market, where real yields on offer are currently at record highs, currencies are undervalued and underinvested by investors...“

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Geopolitical motivations will not be able to frustrate the popularity of Chinese bonds

Looking from a distance from Europe, everything that happens in China, including its political and economic positions, seems monolithic, but this is n

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World’s Central Banks Got It Wrong, and Economies Pay the Price

“That, I believe, will deal a devastating blow to the credibility of central banks -- when investors realize that the inflation we face is ‘man-ma

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US growth seen outpacing China’s for first time since 1976

According to Stephen Jen, there are likely divisions over the magnitude of regulatory moves against industries including property and technology, in h

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Recession risks duel resilience hopes in global economy outlook

“I see more reasons for the global economy to slow than for it to re-accelerate”...

1 Min Read


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