China Economics Update
Global Markets Update
We don’t expect China’s markets to stay under pressure for long
We project decent near-term gains in China’s equities, think long-dated CGB yields will finish the year around their current levels, and expect the renminbi to rally against the US dollar. In view of...
· 4 mins read
Emerging Asia Economics Update
Asian Tigers: AI boost will not offset drag from demographics
The Asian Tiger economies of Korea, Singapore, Hong Kong and Taiwan are likely to be among the biggest beneficiaries of the emergence of new AI technologies. But the boost will not be enough to offset...
· 2 mins read