Central Government Policy Aid Set to Catalyze LGFVs' Fortunes in 2024
China’s Local Government Financing Vehicles (LGFVs) across the country have shown a diverse credit profiles with majority of the LGFV’s exhibiting...
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Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 31 Oct 2025
Bank of Japan (BoJ): BoJ kept rates unchanged at 0.5%, despite 3% inflation — a clear policy mismatch. Federal Reserve (US): The Fed cut rates...
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Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 24 Oct 2025
China: Growth Slows, Stimulus Likely Ahead: Q3 GDP rose 4.8% YoY, below earlier quarters and forecasts (previously expected 5.5% FY growth, now...
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China Liquidity Watch: USD easing allowed China to ease, but there is a caveat..
The USD market will be flooded with liquidity in Q4, accompanied by rate cuts, providing Chinese authorities with a window of opportunity to ease...
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EM Watch: Time to play the long end of the Chinese yield curve?
Welcome to our weekly EM Watch, where we examine Emerging Markets (with a particular focus on China) from the perspective of Western investors. It...
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