China

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Economics

03DEC 2018

Trump-Xi trade truce: what next?

Quickview: The trade truce between the US and China is a positive outcome, but we expect hostilities to resume later next year.

2018

OCTOBER

10OCT 2018

Economics

Politics and portfolios: how investors are adapting to a new normal

Politics is moving markets like never before. So how are fund managers adjusting?

SEPTEMBER

10SEP 2018

Economics

Growth to slow as trade wars escalate

We have cut our global growth forecasts as a deeper and more prolonged trade war is anticipated between the US and China.

06SEP 2018

Economics

Ten events that matter to investors in the final quarter of 2018

With the final quarter of 2018 fast approaching, we look at the key events on the agenda for investors.

AUGUST

08AUG 2018

Economics

The data boom in Chinese cities and what it means for real estate investing

China is at the forefront of a technological revolution and the quantity of data it will yield is unprecedented. For investors in companies based in the country’s global cities, this could bring compelling opportunities.

08AUG 2018

Blog

The data boom in Chinese cities and what it means for real estate investing

China is at the forefront of a technological revolution and the quantity of data it will yield is unprecedented. For investors in companies based in the country’s global cities, this could bring compelling opportunities.

JULY

19JUL 2018

Economics

Is China’s currency weakness the latest salvo in trade tensions?

Quickview: Craig Botham questions whether China’s currency is being used as a weapon in trade tensions.

JUNE

07JUN 2018

Economics

Why we're downgrading our global growth predictions

It’s the first time we have lowered our expectations for global growth since 2016. Here are the reasons why.