#37 Next week, a lot of webinars are coming up. For example, on Tuesday Jupiter AM hosts a webinar about “The Great Inflation Debate“, on Wednesday UBP hosts a webinar on “Small Caps Specialties” and on Thursday Krane Shares hosts
Locking in supply chains requires continued reforms and opening up After decades of rapid growth, the progress of globalisation has slowed since the global financial crisis, with its fate further complicated by rising protectionism, political interference and the COVID-19 outbreak.
Uncommon truths China is often accused of over-investing and its capital productivity has fallen. However, marginal efficiency of capital is positive and return on equity is in the middle of the developed comparator range. We recently wrote that China’s economy
Stocks drifted higher through much of last week, although the catalysts for the move were perhaps harder to identify than usual, and trading was subdued relative to recent months. The week’s busy economic calendar appeared to play some part in
Overview: The Asia region was the first part of the world to be hit by the Covid-19 outbreak, but it has also been the first region to navigate a way out of it, thanks to its good management of the
#32 The temperature in the Netherlands is going to be very high coming weekend. Therefore, please find our Top Five of week #32 right here, so you have something to read while drinking something cool! The monthly Global Investment Views
The New Silk Road routes. A significant first step in this direction was the Belt and Road Initiative (BRI, also referred to as the New Silk Road), which was proposed by the Chinese government in 2013 with the aim of
The bond market in China has been bullish after the COVID-19 pandemic outbreak, and China’s interest rate bonds have clearly outperformed global major assets. However, the global major asset prices started to surge in May and global equity market has
We foresee modest global recovery in 2H20, with China growth outpacing that of the US & EU. We expect China GDP growth to rebound to approximately 6% YoY in 4Q20, but the impacts of the U.S. COVID-19 continuing outbreak remain
China’s economic rebound from COVID-19 will likely be gradual. We anticipate growth will pick up in 2021 as more fiscal stimulus is pumped into the economy. Stimulus policies are likely to shift in favor of technology-related infrastructure, rather than property
Since the free-market reforms of the late-1970s, the Chinese economy has been transformed from an agrarian base to a manufacturing led economy, averaging 9.5% GDP growth from 1979 to 2018. 1 China issued foreign bonds from 1861- 1950 to finance
Fixed Income Asset Allocation Insights Rising from incredibly low levels, improving economic data that suggest the imminent start of a recovery drove a sustained rebound in most fixed income asset classes in June. Markets remain highly dependent on the …
Multi-Asset Solutions Weekly Strategy Report China has been leading other major emerging market (EM) equity markets, staging a strong recovery from March’s lows. China’s CSI 300 Index (of onshore stocks traded in Shenzhen and Shanghai) has more than fully recovered
US stocks jumped at the start of trading last Monday, with many attributing the strength to a front-page editorial in the China Securities Journal, stating that “fostering a healthy bull market after the pandemic is now more important to …
U.S. measures could increase oversight of Chinese companies “Tough on China” policies could limit trading of Chinese securities on U.S. exchanges. Pressure mounts to subject Chinese companies to the same accounting scrutiny faced by other public companies traded in the U.S.
Fixed income investors are entering a new world. This new world is considerably more volatile – and correlated – than the past. Global economic uncertainty has pushed annualised volatility of some developed country bonds to double-digit levels. But investors are also in
We are cautious about the oil price after its rapid recovery. A weaker dollar, low real interest rates and higher inflation expectations are likely to support gold. We reaffirm our belief that China will meet the requirements of the phase-one
#24 Last Tuesday was a populair day for webinars. Five were hosted about very different subjects: Alpha Research hosted a webinar about the Subscription Economy, together with Thematics AM, and Eurizon AM hosted a webinar called “Opportunity Outlook for RMB
Deciphering policy signals from the National People’s Congress As part of our ongoing series considering international policy responses and their effectiveness during the COVID-19 pandemic, we consider the implications of China’s latest policy announcements at this year’s National People’s Congress
Webinar – Opportunity Outlook for RMB Bonds The low correlation of the Chinese Onshore Bond market with traditional asset classes has proven to work even in a severe market turmoil as experienced during the first few months of this year.
Weekly Commentary Timing is everything. We want to hit the road just ahead of rush hour. We enjoy perfectly ripe fruit, and a perfectly cooked steak. (And a perfectly aged wine to go with it.) We seek to deliver jokes
NPC 2020 – No target but still focused In a delayed session of the National People’s Congress (NPC) China dropped its numerical growth target for 2020, reflecting significant macro headwinds from the COVID-19 pandemic and high level of external uncertainties
China’s economy is restarting after emerging from lockdown, likely benefiting countries and assets exposed to its growth. The key to the policy response has shifted to ensuring successful execution and avoiding policy fatigue before the shock passes. Markets will watch
China has seemingly “flattened the curve.” The same cannot be said of the US.
Investing in science China has been much in the news recently as it handles the COVID-19 virus, and because of political and trade tensions with the West. We continue to believe China remains a growth opportunity for investors. Indeed, by
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