EM by EM #42 China Could Do with a Cold Turkey
Last week was far from boring, but just when I thought we’d hit calm waters last Friday, the CBRT had me on edge. Another Governor jumping ship...
168 Views
5 Things We Watch – Inflation updates, Labor Market, Oil, Chinese equities & Growth
Welcome back to another ‘5 Things We Watch’, where we cover some of the things we look at in the current macro landscape. This week will be all...
162 Views
CX Daily: Will China’s Relaxed Share Buyback Rules Help or Hinder the Market?
Stocks / Analysis: Will China’s relaxed share buyback rules help or hinder the market? China’s new rules on listed companies’ share buybacks were...
199 Views
UBS Economist Expects Less Property Drag on China’s Economy in 2024
The property slump is expected have slightly less of an impact on China’s economy in 2024 than feared, while fiscal support will play a bigger...
172 Views
EM by EM #37: The Taiwan election & the Trade war
Main takeaways:A victory for Lai in the upcoming election has the potential to significantly elevate geopolitical risks. Should Taipei fail to...
307 Views