At first glance, the "phase one" US-China trade deal looks to slightly exceed our expectations, suggesting modest upside to our economic growth forecasts.
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.
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.
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.
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.
More and more international investors are turning their attention to the increasingly important China A shares market. Here’s why.
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.