GEM Weekly (14 Apr 2023): Chinese Trade Data, South Korean Rates; Alibaba, Tencent, Prosus, Didi
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
483 Views
EM Outperformance to Continue (Vs. EAFE) -- Add on a Pullback; DXY Needs to Hold Below $106
EM vs. EAFE ratio (local currency) shows EM has outperformed relative to EAFE since the $DXY peaked in November 2022. If the DXY remains below...
576 Views
GEM Weekly (20 Jan 2023): China Macro, House Prices; Didi, NetEase Alibaba, Tencent, Xpeng
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
546 Views
CX Daily: Liu He Says China’s Economy Will Get Back to Normal in 2023
New bank aims to shore up Chinese province’s corruption-plagued rural lenders. Liu He says China’s economy will get back to normal in 2023.
429 Views
CX Daily: Rival Ride-Hailing Apps Challenge Didi in World’s Biggest Market
In Depth: Rival ride-hailing apps challenge Didi in world’s biggest market. Xi calls for improved China-Australia relations at G-20.
423 Views