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Viewpoints China Steps Up Property Support: Is This the Turning Point for the Struggling Sector? China Steps Up Property Support: Is This the Turning Point for the Struggling Sector? China’s introduction of comprehensive support for its real estate sector could provide some cyclical relief amidst longer-term headwinds, but new COVID-19 waves cloud the outlook.
Blog Continuity and Concrete Direction: Takeaways From China’s 20th Party Congress Continuity and Concrete Direction: Takeaways From China’s 20th Party Congress Stability, security and self-reliance were overarching themes from China’s twice-a-decade leadership reshuffle. With few details disclosed on near-term supporting policies, we remain cautious on the Chinese market.
Viewpoints Trading Geopolitics: The Long View on Growing U.S.-China Tensions 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.
Blog What China’s Recovering Supply Chain Means for Global Inflation 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.