Weekly Market Update – Could...
Financial markets are reassessing the outlook for US interest rates not only because of stronger-than-expected US growth and inflation, but…
22/04/24
China
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Article
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Article
Weekly Market Update – Doves!...
The latest decisions and comments by central banks confirm that 2024 should see the start of monetary loosening in the…
25/03/24
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Graph
Graph of the Week –...
China saw USD 17.5 billion in foreign direct investment (FDI) coming into the country in the fourth quarter of 2023,…
21/03/24
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Graph
Graph of the Week –...
The latest batch of stimulus measures from the Chinese government appears to be having a more of an impact on…
15/03/24
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Article
Confronting the ‘China bear’
Given China’s clouded economic outlook and the now deeply depressed ratios on Chinese equities, should investors remain negative on the…
13/03/24
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Podcast
Talking Heads – A more...
While developments in the Chinese economy are not rosy, they are not as bleak as some make them out to…
12/02/24