Craig Botham

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Economics

10JUL 2019

Why central banks' arsenal gives EM advantage

We look at why central banks in emerging markets have the upper hand over their developed market counterparts.

2019

APRIL

17APR 2019

Economics

China defies the gloom

Chinese industrial production has been stronger than expected, though we see a risk that this could reverse next month.

16APR 2019

Economics

Why policy reform is the key to China's demographic challenge

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

11APR 2019

Economics

Indian elections: does Modi matter?

Craig Botham previews India’s general election, which starts today, and assesses the past five years under Prime Minister Modi.

MARCH

13MAR 2019

Economics

Emerging markets forecast update: oil on troubled waters

We have made minor changes to growth expectations in emerging markets, but large downward revisions to inflation amid a more favourable oil price outlook.

05MAR 2019

Economics

China cuts growth target, but no signs of mega stimulus

Quickview: China lowers its 2019 growth target to 6-6.5%, but so far no signs of mega stimulus from National People’s Congress

FEBRUARY

12FEB 2019

Economics

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

Schroders’ China Activity Indicator has slowed sharply.

07FEB 2019

Economics

India's central bank takes a dovish turn

The central bank has cut interest rates but a pause may have been a more prudent option.