bullish
Olympics/ Bonds/ US-China/ China-Stans/ Graft
412 Views28 Jan 2022 19:52
SUMMARY
- China approved new rules to further connect the interbank and exchange bond markets, marking a step closer to unifying its fragmented $20 trillion bond market.
- We expect US-China relations to remain fractious and difficult - with fewer major dramas, while China remains determined to keep the Stans sweet - and focused on stability and security.
- Xi Jinping’s years-long anti-corruption campaign won’t slow down in 2022 as he told the Party’s top disciplinary watchdog to take a “zero tolerance” approach to corruption.
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Discussions
(Paid Plans Only)
Diana Choyleva
Chief Economist
x