China and Hong Kong : Long Covid and the Dawn of “Malaise Economics”
When China lifted Covid controls in Dec. 2022 the world welcomed the move. However Covid infections continued right across the world.
Portfolio Watch: Steep, Steeper, Steepest!
What a week in global fixed income! We thankfully rotated out of bonds and into cyclical exposures in steepeners, commodities, energy and...
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BRI Danareksa Debt Research Monthly Report, Jul 2023
The IMF has revised up its 2023 global economic growth forecast despite noting continued challenges. The US economy grew faster than expected in...
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Rates in Asia Underperform Following the Fed Hike and Russia’s Invasion
With financial markets dominated by uncertainties created by Fed tightening and Russia's invasion, rates in Asia and Central Europe are...
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Early Signs of a Geopolitical Risk Premium in China’s Bonds?
China's government bonds were being viewed as a safe-haven asset but Russia's invasion of Ukraine may have changed this with geopolitical risks...
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