bullish

EM Watch – No fiscal stimulus from China as long as export-business is thriving!

172 Views11 Jul 2024 12:19
Welcome to our weekly EM watch, which typically centers around developments in Asia and Latin America. We continue to see signs of Chinese efforts...
What is covered in the Full Insight:
  • Introduction to EM Watch
  • Chinese Export Sector and Fiscal Stimulus
  • Impact of USD Softening on Local Currencies
  • Shipping and Freight Rate Challenges
  • Latin American Trade and Currency Dynamics
SUMMARY
(Sign Up to Access)
Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
  • Unlock all research summaries
  • Follow top, independent analysts
  • Receive personalised alerts and emails
  • Access Briefings, Analytics, and Events

Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.

Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.

or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 5-minute read)
Discussions
(Paid Plans Only)
chart-bar
Logo
Top 5%
Steno Research
Macro and Geopolitical Research House
Multi-AssetMacroeconomicsCross Asset Strategy
  • EM Watch – No fiscal stimulus from China as long as export-business is thriving!
    11 Jul 2024
x