Viewpoints about China
-
Macro investment themes: China's recovery, a Fed that's on hold, and vaccine rollouts
Our macroeconomy strategy team identifies the key macro investment themes that could shape the financial markets in the coming months.
Read more
-
Three-minute macro – February 2021
Speed of vaccinations is a factor in the reopening, but we’re also closely watching manufacturing activity in China.
Read more
-
First in, first out: North Asian equities exhibit postpandemic strength
The freezing of the global economy has separated the strong from the weak in the emerging markets. We explore points of resilience and vulnerability for investors.
Read more
-
Understanding the growth opportunity for today’s top emerging-market companies
Investors in today’s emerging markets (EM) face a host of risks, ranging from rising trade tensions to cyclical challenges stemming from the prospect of any slowdown in the global economy.
Read more
- Previous
- 1
- Next