China

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Economics

12FEB 2019

Why China’s recent slowdown may be more pronounced than investors realise

Schroders’ China Activity Indicator has slowed sharply.

2018

DECEMBER

18DEC 2018

Economics

What casino revenues can tell us about Chinese economic growth

Macau is the only place in China where casino gambling is legal. The spending data, therefore, offers an alternative view of moves in the Chinese economy.

03DEC 2018

Economics

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.

NOVEMBER

07NOV 2018

Economics

How emerging markets have changed over the past 20 years

We review the evolution of the MSCI Emerging Markets Index and consider the emerging countries to watch for the future.

OCTOBER

19OCT 2018

Economics

China’s growth surprise is just the start

With the impact of tariffs yet to show up in the data, and the looming threat of a property slowdown, the larger-than-expected slowdown in Chinese growth is a taste of things to come.

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.