INSIGHT PROVIDER
Alex Ng

Alex Ng
Founder & Head of Research
Fortress Hill Advisors

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Multi-Asset Macroeconomics Cross Asset Strategy
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bullishMacroeconomics
28 Jun 2024 16:26

Does Modest Increase in Debt Level of France and Japan Create Problem for Their Economies?

​France and Japan have seen a modest rise in non-financial sector debt/GDP since 2007, mostly due to increased government debt, with potential...

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bearishMacroeconomics
25 Jun 2024 10:00

China's Excess Production over Domestic Demand

​Classical economic theory challenged by China's excess production, disproving Say's Law as heavy industries face over-capacity due to...

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bearishMacroeconomics
20 Jun 2024 10:13

Monthly Monitor: China Activity Data (May 2024)

​Concerns arise over weak industrial output and urban fixed asset investment, while a beat in retail sales is attributed to the holiday season....

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bullishMacroeconomics
19 Jun 2024 19:25

China Economic Scenarios

​China's uncertain growth outlook and transition to sustainable growth require further fiscal policy stimulation to hit 5.0% growth in 2024, but...

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bearishMacroeconomics
18 Jun 2024 08:32

China Debt Hangover and Policy Limits

​China's increasing debt/GDP ratio since 2008 limits policymakers' ability to support the economy, leading to a projected 4.5% growth in 2024.

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