Emerging Markets

16MAY 2019

Economic Views

Who will pay as US-China trade wars intensify?

The GDP impact of escalating trade tensions will be more severe on China but US consumers will pay as companies pass on higher costs.

03MAY 2019

Economic Views

Why Turkey and Argentina do not pose a contagion risk to other emerging markets

Craig Botham explains why the economic travails of Argentina and Turkey are unlikely to spill over and impact sentiment in other emerging markets in the near term.

APRIL

17APR 2019

Economic Views

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

Economic Views

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

Economic Views

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.

09APR 2019

Economic Views

Does it matter if China gets old before it gets rich?

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.

02APR 2019

Fixed Income

The wall of money heading to Chinese bonds

We explain the significance of the inclusion of Chinese RMB denominated bonds in global indices

MARCH

13MAR 2019

Economic Views

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.

12MAR 2019

Fixed Income

Why Asian corporate bonds can make your portfolio more efficient

Schroders analysis found that allocating to Asian corporate bonds, with their attractive yields and relatively low levels of risk, backed by solid country and company fundamentals, can improve portfolio efficiency.

05MAR 2019

Economic Views

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