Global Economics Global Economics Shipping Chart Pack (Jan. 2024) This is a special Global Economics Chart Pack that provides clients with key analysis to make sense of the macro and market impact of the disruptions to maritime shipping. The charts in this document... 25th January 2024 · 1 min read
China Economics Focus Still unbalanced, still unsustainable Despite repeated talk about the need to rebalance China’s economy over the past decade and a half, there has so far been little meaningful reduction in its dependence on investment and on exports. In... 22nd January 2024 · 15 mins read
China Economics Weekly Foreigners staying away, consumers perking up When officials launched the “Invest in China” campaign in March, they had hoped 2023 would be the year in which foreign investment came roaring back, supported by the removal of COVID restrictions... 22nd September 2023 · 6 mins read
Event Drop-In: China’s troubled outlook – How great is recession and financial risk? 1692275400 Property developers on the brink. A slip into deflation. Activity at a standstill.
Event China Drop-In: Is the Chinese economic recovery already over? 1686816000 The market optimism which greeted the end of zero-COVID restrictions has quickly given way to gloom after a string of disappointing data releases.
Event China Drop-In: How strong is the post-lockdown Chinese recovery? 1681804800 China’s Q1 “data dump” on 18th April will provide the broadest take so far of the economy’s performance following the end of zero-COVID restrictions.
Event EM Drop-In: Are EMs also at risk from bank turmoil? 1680789600 Recent turmoil in the banking sector may have been a US and European story, but there are potentially important angles for Emerging Market investors.
Event Long Run Drop-In: Fracturing and the global economy and markets through 2050 1677596400 The war in Ukraine. Ageing populations. Rising temperatures.
Event China Drop-In: zero-COVID at the limits – domestic and global consequences 1669734000 As China's new infection numbers hit a record, its zero-COVID policy is coming under severe strain.
Event Asia Drop-In: China’s Congress, more yen weakness, hawkish central banks and more 1666857600 Economists from across our Asia teams were online for this 20-minute briefing on the region’s big investment stories.
China Economics Delta disruption spreads as vaccine exports soar Escalating efforts to contain China’s first Delta variant outbreak will hurt some sectors of the economy. But if they are as successful as they have been in the past, the overall damage will be... 6th August 2021 · 8 mins read
Global Economics The global implications of a slowdown in China The slowdown that we anticipate in China over the next 6-12 months is best viewed as a return to normality following a period of above-trend output. While it will be a headwind to growth in some... 23rd July 2021 · 4 mins read
China Economics Coming down to earth China’s economy has been defying gravity thanks to elevated global demand but this support may now be fading. Meanwhile, last year’s policy easing has been fully reversed. An abrupt slowdown is not... 23rd July 2021 · 22 mins read
Emerging Markets Economics China is about to flood EMs with vaccines By September, China could be in a position to export 340mn vaccines doses each month – more than most regions of the world have administered in total so far. China’s vaccines are less effective than... 17th June 2021 · 3 mins read