India & Covid-19 – Modi’s Knee Jerk Reaction Costs the Poor and Businesses
The prospects of an outright recession are very real. Mr Modi’s 21-day lockdown was ill-conceived and has left India’s already enfeebled economy in...
672 Views
China A-Share Strategy: To Revive Economic Growth as Getting past Coronavirus
China would step up the effort to stimulate its faltered economy by raising the fiscal deficit ratio and selling special government bonds, as...
329 Views
Costs of and Response to COVID-19
As the epicentre of the coronavirus pandemic shifts from Europe to the US and the number of deaths and infection cases reach new highs, the costs...
506 Views
China's Vicious Stagflation Likely to Morph into Recession and Financial Crisis
We estimate an 8% YoY decline in real GDP in 1Q 2020, and -2% YoY in 2Q 2020 (as steel, for instance, first sees excess stockpiles in 1Q and a...
508 Views
China A-Share Strategy: Online Gaming and Video Streaming Get a Boost During Coronavirus Outbreak
Online gaming and video traffic has surged as most of Chinese were confined to their homes to wait out coronavirus outbreak as February data...
342 Views