EM Watch – No fiscal stimulus from China as long as export-business is thriving!
Welcome to our weekly EM watch, which typically centers around developments in Asia and Latin America. We continue to see signs of Chinese efforts...
172 Views
Preview to the 3rd Plenum of Chinese Communist Party
The 3rd plenum in China will address key points including unemployment and healthcare benefits, Hukou reform, inheritance tax, and housing market...
254 Views
Response to Premier Li: Post COVID Chinese Economy
Chinese Premier Li Qiang believes the economy will recover on its own post-COVID, but we warn of potential challenges ahead, suggesting stronger...
249 Views
China Economics: Expect Few Changes in Third Plenum
China’s latest consumer data will do little to convince the leadership to significantly step stimulus in the upcoming Third Plenum as support for...
160 Views
Macro Strategy: The Headwinds And Tailwinds
US facing headwinds with the latest Beige Book indicating a dimmer outlook, while China’s stimulus brings new hope of growth revival.
262 Views