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The Long View on Growing U.S.-China Tensions

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Trading Geopolitics: The Long View on Growing U.S.-China Tensions

Economic and financial ties between the world's two biggest economies are increasingly fraying. We discuss the long-term outlook and implications for investors.

What China’s Recovering Supply Chain Means for Global Inflation

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What China’s Recovering Supply Chain Means for Global Inflation

Renewed growth in China’s manufacturing activity, coupled with softening developed market demand, should ease some supply-side pressures – but several other inflation risks remain prevalent.

China Growth Outlook: Counting the Cost of Lockdowns

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China Growth Outlook: Counting the Cost of Lockdowns

While Beijing has set an ambitious growth target this year with a generous fiscal stimulus plan, new COVID-19 waves are adding to mounting headwinds amid a slowing global economy.

Asia Market Outlook 2022: Diversified Opportunities Amid Volatility

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Asia Market Outlook 2022: Diversified Opportunities Amid Volatility

Active management appears especially important during this fast-moving cycle when dislocations are likely and capturing resulting opportunities can be key to producing alpha.

Down, Not Out: 5 Things to Know About China's Power Crunch

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Down, Not Out: 5 Things to Know About China's Power Crunch

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Trading Geopolitics: The Long View on Growing U.S.-China Tensions

Trading Geopolitics: The Long View on Growing U.S.-China Tensions

What China’s Recovering Supply Chain Means for Global Inflation

What China’s Recovering Supply Chain Means for Global Inflation

China Growth Outlook: Counting the Cost of Lockdowns

China Growth Outlook: Counting the Cost of Lockdowns

Asia Market Outlook 2022: Diversified Opportunities Amid Volatility

Asia Market Outlook 2022: Diversified Opportunities Amid Volatility

Down, Not Out: 5 Things to Know About China's Power Crunch