EM by EM #37: The Taiwan election & the Trade war
Main takeaways:A victory for Lai in the upcoming election has the potential to significantly elevate geopolitical risks. Should Taipei fail to...
314 Views
China Will Increase Government Spending to Bolster Economy
China will expand government spending in 2024 through a combination of policy tools, Lan Foan, the country’s newly appointed finance minister,...
418 Views
EM by EM #36: What Goldman got wrong about China in 2023
Main conclusions up-front:It’s getting harder to disentangle politics from price movements in China, with the government becoming more involved in...
508 Views
Five Things We Watch For In 2024
The thing to watch is probably employment numbers and once the labor markets start turning bad, expect CBs to cut in a hurry (especially if it is...
454 Views
CX Daily: Record River of Graft Leads to Death Penalty for One-Time Water Official
Corruption / Cover Story: Record river of graft leads to death penalty for one-time water official In a nation of superlatives when it comes to...
289 Views