September 01, 2023 BRICS’ Expansion: A Journey of a Thousand Miles by Adriaan du Toit The BRICS’ invitation to six more nations to join their group is an important initiative promoting greater global influence for major EM countries. China, Economics, Emerging Markets, Fixed Income Likes 0 SHARE Bookmarks
March 30, 2023 Inflation? Interest Rates? Look to the Longer Term by Eric Winograd, Scott DiMaggio Conflicting economic data and volatile markets can reduce visibility. It helps to look beyond the turbulence to the destination. China, Economics, Fixed Income, Inflation, Rising Rates, Volatility Likes 0 SHARE Bookmarks
March 09, 2023 China’s Green Enablers Deserve a Place in Equity Funds by John Lin, Lily Zheng The global transition to a greener future requires Chinese companies. Investors should take a closer look. China, Climate Change, Emerging Markets, Equities, Responsible Investing/ESG Likes 0 SHARE Bookmarks
February 07, 2023 China’s Reopening Bodes Well for Asian Fixed-Income Markets by Brad Gibson Things are looking up for Asian bond markets. Here’s our 2023 outlook. China, Coronavirus, Currency, Economics, Emerging Markets, Fixed Income, Inflation Likes 0 SHARE Bookmarks
January 25, 2023 Emerging-Market Equities: Can the Bounce Be Sustained? by Sammy Suzuki, Sergey Davalchenko, Stuart Rae There’s a whiff of hope in the air across emerging markets. Recent equity market gains may signal the start of a broader recovery after years of underperformance. China, Emerging Markets, Equities, Inflation, Volatility Likes 0 SHARE Bookmarks
January 16, 2023 China’s Growth and Policy Priorities Pave New Paths to Equities by John Lin As China rapidly reopens its economy, attractive opportunities will surface—particularly for investors who understand the country’s policy nuances. China, Coronavirus, Economics, Emerging Markets, Equities, Fixed Income, Inflation, Rising Rates, Volatility Likes 0 SHARE Bookmarks
January 12, 2023 Emerging-Market Debt Outlook 2023: A Shifting Balance of Risks by Christian DiClementi, Adriaan du Toit 2022 was a weak year for emerging-market debt, but with China pulling back on zero-COVID policies and inflation showing signs of easing, credit markets could stabilize in 2023. Given the prospect of slowing global growth, credit selection will be key. China, Emerging Markets, Fixed Income, Income, Inflation, Rising Rates Likes 0 SHARE Bookmarks
October 19, 2022 Can China Revive Economic Growth Post-Congress? by Caglasu Altunkopru China’s 20th National Congress could help air ideas for more growth-supportive policies. China, Economics, Emerging Markets, Multi-Asset, Policy & Regulation Likes 0 SHARE Bookmarks
October 03, 2022 What to Expect from China’s 20th Party Congress The Chinese Communist Party will hold its 20th Party Congress beginning October 16. What change in policies we expect, and what are the macro implications? China, Economics, Emerging Markets, Fixed Income, Income, Policy & Regulation Likes 0 SHARE Bookmarks
September 06, 2022 China Housing: Why This Time Will Be Different Beijing is trying to manage China’s housing challenges. Here’s why it’s harder this time. China, Economics, Emerging Markets, Fixed Income, Income, Policy & Regulation Likes 0 SHARE Bookmarks
July 11, 2022 China’s Growth Push Adds Optimism to Equities by John Lin Chinese stocks have been staging a comeback that contrasts with market declines in most of the world. Fiscal spending and green reforms could provide more fuel for equities. China, Emerging Markets, Equities, Inflation, Rising Rates Likes 0 SHARE Bookmarks
June 30, 2022 Economic Outlook: The Inflation Battle Goes Global by Eric Winograd, Adriaan du Toit The global growth outlook has declined as central banks tackle inflation. What signs would point to an eventual rebound for the economy and markets? China, Economics, Emerging Markets, Fixed Income, Inflation, Rising Rates, Volatility Likes 0 SHARE Bookmarks
June 27, 2022 China’s Coming Fiscal Stimulus: A Time to Grow China’s economy has slowed in the first part of 2022, but we expect Chinese authorities to take significant—and effective—steps to support growth. China, Coronavirus, Economics, Emerging Markets, Fixed Income Likes 0 SHARE Bookmarks