Delivering Global Macro Investment Insights

DeSaque Macro Research

DeSaque Macro Research Limited was formed by Said DeSaque in April 2012 with the view to delivering global macro investment insights aimed at providing new ideas to clients.

Said DeSaque has over 26 years of experience working as a professional economist in financial services. Prior to establishing DeSaque Macro Research, Said held positions as Senior Economist at Robert W Baird and William Blair. He began his career as a graduate at PaineWebber in 1986, where he eventually became Head of the London Economics Department.

Said takes a very keen interest in international relations, along with their implications for economic development. His research interests include the economic transformation of China and its implications for global capital markets, particularly in the United States. He is a member of Chatham House in London.

The US economy and capital markets have historically been Said’s main focus of attention. He frequently presents his views to institutional investors in diverse geographic locations. In recent years, Said has also been carefully monitoring economic developments in Asia, particularly China and Japan.

Asian Economies Back At Pre-Pandemic Levels, But Scars Remain

Global Economist, DeSaque Macro Research

Said Desaque

Global Economist

Macroeconomics

<ul>
<li>China's government aims to reinvigorate economic growth in 2023 by selective assistance to sectors that have recently experienced regulatory headwinds, notably technology and real estate. </li>
<li>Strategic geopolitical competition between Beijing and the West makes it difficult for technology to be a major source of growth from external demand sources.</li>
<li>The reopening of China's economy could stoke a new wave of commodity inflation that may have hawkish implications for monetary policy in developed markets.</li>
</ul>


China's government aims to reinvigorate economic growth in 2023 by selective assistance to sectors that have recently experienced regulatory headwinds, notably technology and real estate. 
Strategic geopolitical competition between Beijing and the West makes it difficult for technology to be a major source of growth from external demand sources.
The reopening of China's economy could stoke a new wave of commodity inflation that may have hawkish implications for monetary policy in developed markets.


China’s Reopening: Nuanced Implications Domestically and for the Global Economy