The GDP impact of escalating trade tensions will be more severe on China but US consumers will pay as companies pass on higher costs.
Craig Botham explains why China’s demographic decline may be less of an issue than the medicine required to offset its impact and support strong economic growth
Our inescapable truths are the economic forces and disruptive forces we think will shape the investment landscape over the years to come.
We have made minor changes to growth expectations in emerging markets, but large downward revisions to inflation amid a more favourable oil price outlook.
Quickview: China lowers its 2019 growth target to 6-6.5%, but so far no signs of mega stimulus from National People’s Congress
Pablo Riveroll discusses the risks and rewards in Latin American equities, and explains their attractiveness compared to other regions.