EM Watch: The Chinese race towards 0% interest rates

664 Views15 Aug 2024 11:58

SUMMARY

Welcome to our Weekly EM Watch, where we look at China and other large EM countries through the lens of Western macro investors.
Over the past week, we received the latest quarterly update on Chinese foreign direct investments and the situation went from dire to abysmal.
There is a net negative inward FDI flow, and despite a significant $190 billion surplus in customs goods and services, the basic balance, which comprises both the current account and FDI, recorded a substantial deficit of $30 billion for the first time.

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