Markets
10DEC 2019
What the US-China trade deal means for global growth
At first glance, the "phase one" US-China trade deal looks to slightly exceed our expectations, suggesting modest upside to our economic growth forecasts.
China
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2019
DECEMBER
09DEC 2019
Markets
Outlook 2020: Emerging markets debt relative
The 2020 outlook for emerging market debt (EMD) remains positive, with fundamentals broadly supportive. Should the US dollar depreciate, the upside for local EMD looks particularly attractive.
NOVEMBER
28NOV 2019
Markets
Are China's bond markets near a tipping point?
China’s bond markets are huge, but many foreign investors have little exposure. They are now opening up. Manu George explains the potential long-term opportunity for investors.
OCTOBER
24OCT 2019
Markets
How might EM investors benefit from the continued opening up of China’s capital markets?
As China’s capital markets continue to open up, we highlight the potential opportunity for emerging markets (EM) investors to reap the benefits of the broader opportunity set.
18OCT 2019
Economics
Does record low for China growth mark a turning point?
We think the Chinese economy could be about to turn the corner as growth hits a modern-era low.
14OCT 2019
Economics
Trade war déjà vu is scant comfort to investors
We’re not convinced that the latest trade war détente between Donald Trump and Xi Jinping will prove any more lasting than the previous one.
SEPTEMBER
24SEP 2019
Markets
Eight charts that explain the growing importance of China A-shares
More and more international investors are turning their attention to the increasingly important China A shares market. Here’s why.
06SEP 2019
Economics
How trade wars are weakening the BRICs
Craig Botham explains why the economics team has downgraded the growth outlook across the BRIC economies this quarter, with weakness in 2020 driven by the trade war.