September 06, 2022 China Housing: Why This Time Will Be Different by Zhennan Li 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
August 17, 2022 Latin America: Improving Fundamentals, but Policy Uncertainty by Armando Armenta, Katrina Butt Fundamentals in Latin America’s economies have been strengthening, though uncertainty surrounds the future path of government policies. Economics, Emerging Markets, Fixed Income Likes 0 SHARE Bookmarks
July 29, 2022 Emerging Markets: Fewer Risks on the Road to Equities by Sammy Suzuki, Henry S. D'Auria, Sergey Davalchenko Potential improvements in macroeconomic and earnings growth could provide good reasons to shift capital toward emerging-market stocks. Emerging Markets, Equities 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 by Zhennan Li 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
June 27, 2022 Lo stimolo fiscale in Cina: è tempo di crescere by Zhennan Li Ci aspettiamo che le autorità cinesi adottino provvedimenti efficaci per sostenere la crescita nel secondo semestre. China, Coronavirus, Economics, Emerging Markets, Fixed Income Likes 0 SHARE Bookmarks
June 09, 2022 Emerging Market Equities: Value Revival Spotlights Recovery Potential by Henry S. D'Auria Despite new challenges in emerging-market equities this year, value stocks have held up relatively well as changing conditions revive dormant recovery potential. China, Emerging Markets, Equities, Rising Rates, Volatility Likes 0 SHARE Bookmarks
May 19, 2022 Prospettive economiche cinesi: il COVID ostacola la crescita del PIL by Zhennan Li La recrudescenza del COVID in Cina minaccia le prospettive di crescita del paese. Ecco perché abbiamo rivisto le nostre previsioni. China, Coronavirus, Currency, Economics, Emerging Markets, Fixed Income, Income Likes 0 SHARE Bookmarks
May 10, 2022 China’s Economic Outlook: COVID Impedes GDP Growth by Zhennan Li China’s COVID resurgence threatens the country’s growth prospects. We make the case for our revised growth outlook. China, Coronavirus, Currency, Economics, Emerging Markets, Fixed Income, Income Likes 0 SHARE Bookmarks
April 13, 2022 Near-Term Renminbi Outlook: Steady as She Goes by Zhennan Li, Brad Gibson To understand the RMB’s near-term outlook, investors need to unpick the nuanced dynamics behind its rise. China, Currency, Economics, Emerging Markets, Fixed Income, Income Likes 0 SHARE Bookmarks
March 16, 2022 China Faces Challenges on Three Fronts by Brad Gibson, Jenny Zeng, Ian Chen, Hua Cheng, Zhennan Li Investors fret as China contends with Russia, negative headlines around its property sector, and a spike in COVID-19 infections. China, Coronavirus, Economics, Emerging Markets, Fixed Income, Income, Invasion of Ukraine, Volatility Likes 0 SHARE Bookmarks
March 11, 2022 The Long View: Russia-Ukraine War Has Lasting Implications for Investing by Chris Hogbin, Scott DiMaggio, Gershon Distenfeld Russia’s invasion of Ukraine has shaken up broad issues that shape our analysis of asset classes and securities. Here’s what our investment teams are beginning to assess. Emerging Markets, Equities, Fixed Income, Invasion of Ukraine, Responsible Investing/ESG Likes 0 SHARE Bookmarks