Markets
10DEC 2019
Economics
13DEC 2019
At first glance, the "phase one" US-China trade deal looks to slightly exceed our expectations, suggesting modest upside to our economic growth forecasts.
Markets
10DEC 2019
Markets
09DEC 2019
09DEC 2019
Markets
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.
28NOV 2019
Markets
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.
24OCT 2019
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
We think the Chinese economy could be about to turn the corner as growth hits a modern-era low.
14OCT 2019
Economics
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.
24SEP 2019
Markets
More and more international investors are turning their attention to the increasingly important China A shares market. Here’s why.
06SEP 2019
Economics
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.
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