Graph of the week –...
*Includes internet retail, media & entertainment, and interactive media. The outperformance this year of developed market equities relative to their…
23/05/23
China
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Understanding China’s local government debt...
Recent media reports on China’s debt-ridden Guizhou province pleading for Beijing to bail it out [1] have raised market concerns…
09/05/23
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Weekly market update – What’s...
The first quarter US earnings reporting season is getting underway. Companies’ results will, as always, be studied for clues as…
20/04/23
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The renminbi’s creeping internationalisation (III)...
Greater use of the renminbi has taken a notable step forward, with recent announcements by Brazil, Saudi Arabia, France and…
14/04/23
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Financial reform in China –...
In early March, at this year’s National People’s Congress, China’s leaders approved the State Council Institutional Reform Plan. It sets…
04/04/23
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Ramping up the US-China chip...
In another turn of the screw in its ban on tech and chip exports to China, the US is proposing…
14/03/23