Still bearish on China? As...
Recent data has painted a bleak picture of China’s economy. As 2024 unfolds, there are signals that Beijing is finally…
06/02/24
China
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Article
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Graph of the Week -...
China’s stock market has been one of the worst performing in the world, with the Shanghai Shenzhen CSI 300 dropping…
02/02/24
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Article
Weekly Market Update – Almost...
With conditions in the US economy almost as good as it gets, markets have dialled back their expectations on the…
25/01/24
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Article
China’s central bank needs to...
In our view, there are good grounds for believing that China’s monetary transmission mechanism has lost effectiveness since the pandemic.…
19/01/24
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Article
Weekly Market Update: A resolution...
Financial markets ended 2023 reckoning with an 80% probability that, starting in March, US interest rates would be cut five…
18/01/24
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Article
Graph of the week –...
The rally in markets over the last month has largely been driven by the view of a “soft landing” in…
12/01/24