UBS Economist Expects Less Property Drag on China’s Economy in 2024
The property slump is expected have slightly less of an impact on China’s economy in 2024 than feared, while fiscal support will play a bigger...
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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...
324 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,...
427 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...
516 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...
465 Views