2/12/2022 Emerging Markets China housing policy: better late than never The latest support measures the Chinese government announced on housing have sought to re-establish lifelines for struggling developers, clarifying that...
3/06/2022 Fixed Income & FX JPY: Structurally weak, cyclically blessed Structural headwinds are strong for the yen, setting a fundamental background for the currency to stay weak.
6/05/2022 Emerging Markets Hold tight for the Chinese demand shock: faith over fear The extended lockdown in Shanghai and other cities have shattered market confidence, sending Chinese equity market down again over the month.