Talking Heads – Global emerging...
Among Asian emerging market (EM) equities, many investors have focused this year on what they see as an unusually lacklustre…
13/11/23
China
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Podcast
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Article
The renminbi’s creeping internationalisation (IV):...
The expansion of the BRICS bloc and China’s increasing business in Africa are deepening the renminbi’s internationalisation as China works…
27/09/23
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Article
Weekly Market Update – Divergence...
Divergence is a key theme in global markets now, with the manufacturing side of many economies much weaker than the…
14/09/23
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Article
Is China falling into deflation?
China’s headline consumer price index fell by 0.3% year-on-year in July to register deflation for the first time in two…
05/09/23
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Article
Weekly Market Update – A...
Gains in equity markets this year reflect an outlook where economies continue to grow despite tight monetary policy, while the…
17/08/23
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Article
Should investors fret over talk...
China’s economy shows symptoms of a ‘balance sheet recession’, which can destroy wealth and confidence, force economic agents to cut…
15/08/23