EM by EM #29: Biden’s Party, EM’s Hangover & Scholz’s Nightmare
Here at Steno Research, our primary concern has been growth rather than inflation since around the end of H1. While this divergence is gradually...
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China's Slow-Burning Financial Crisis Worsens Amid Persistent Overcapacity
With trust companies defaulting, & Country Garden narrowly averting default, China's slow-burning financial crisis is speeding up. Overcapacity...
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China’s Ongoing Real Estate Disaster Is Pushing Emerging Markets to the Brink
Ongoing issues in the Chinese property sector have pushed Emerging Market Equities to within 1.5% of a critical index level.
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Equities Watch: Today’s Philly Fed Figures Make For Bullish Reading
Welcome to this fourth release in our “Business Cycle Week”, where, besides addressing the just released Philadelphia Fed Manufacturing Survey,...
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China Recovery – Real Estate
Until April, China A shares saw sustained Northbound Inflows. In January 2023, foreign investors invested a record $100 billion in China A shares.
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