Graph of the Week –...
Deflation has become a sticky problem for the Chinese economy, forcing the authorities to turn up their countervailing policies a…
04/10/24
China
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Graph
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Article
China’s recovery, is it for...
Beijing has finally moved to fight the rising risk of a debt-deflation spiral with aggressive stimulus measures. Markets are taking…
03/10/24
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Article
Weekly Market Update – Linking...
The US Federal Reserve’s chunky 50bp interest rate cut will likely lead funds to flow from ‘safe’ assets such as…
30/09/24
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Article
China’s economic paradox, investors’ puzzle
Beijing’s ‘hesitant’ policy easing since the Covid pandemic has puzzled many investors. It has even prompted some to doubt if…
20/09/24
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Article
What would be the impact...
Irrespective of who wins the presidential election, it looks certain that the next US government will maintain a protectionist stance…
21/08/24
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Article
Weekly Market Update – After...
A ‘perfect storm’ of concerns over investments in artificial intelligence (AI), the US economy possibly slipping into recession, and an…
12/08/24