20/01/2025 Emerging Markets Focus on China This report analyzes China's economic outlook for 2025, focusing on the effects of monetary easing and fiscal policies amid structural challenges and...
30/09/2024 Geopolitics China policy: short-term lift or long-term change? China's Politburo announced a series of policy easing measures aimed at stabilising the economy and reviving sentiment which rallied Chinese equities
11/07/2024 Emerging Markets EM winners in a fragmented world Emerging Markets, particularly India, are playing a crucial role in driving the global economic recovery in 2024 due to their resilience.
22/01/2024 Economy & Markets China’s pivot: steering through turbulence to sustainability The shift toward a more sustainable growth model presents long-term opportunities in Chinese assets, but it also calls for increased selectivity in the...