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Drop-In: Spotlight – What an era of economic fracturing could mean for markets

Drop-In: Spotlight – What an era of economic fracturing could mean for markets

Start date:

Thursday, October 13, 2022 - 09:00 BST

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Read more about

The Fracturing of the Global Economy

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The G20 summit which concluded yesterday in New Delhi supported our view that the global economy is fracturing into US and China-led blocs, and that India still leans to the former. While the...

11th September 2023 · 4 mins read

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A series of high-level diplomatic meetings this week have raised hopes that strains in US-China relations will start to ease. But the politics of fragmentation was never likely to proceed in a linear...

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The increasingly diverse array of creditors to debt-distressed EM governments – and the difficulties in getting China and Western lenders to see eye to eye – is already gumming up sovereign debt...

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Financial repression – defined in the current context as measures that artificially lower the cost of government borrowing – will become an increasingly used tool to cope with higher public sector...

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