In today’s briefing:
- Infrastructure Development in Asia: A Reset on the Horizon
- “V” For ? Thoughts on Central Banks
- CX Daily: Four Chinese Laws That Can Help People Protect Their Personal Information
Infrastructure Development in Asia: A Reset on the Horizon
- Governments are learning lessons from previous policy failures, enabling a reset to be on the horizon as they developed project pipelines to streamline the assessment and delivery of proposed projects.
- A similar recalibration of the once-vaunted Belt and Road Initiative (BRI) is also underway as China’s infrastructure agenda has come under a cloud
- Geopolitics will also feature in infrastructure financing, evinced by the G7’s USD600bn-PGII initiative.
“V” For ? Thoughts on Central Banks
- As we prepare for the FOMC there are patterns to watch beyond the short term
- The risk of lower yields still persists, especially given the curve inversion
- As a consequence we are likely to see further gains in US equities
CX Daily: Four Chinese Laws That Can Help People Protect Their Personal Information
- Four Chinese laws that can help people protect their personal information
- Central bank to beef up digital yuan rules to address privacy issues
- Finance veteran Zhao Peng set to become president of China Life’s publicly traded unit
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