HUANG Claire

2021.10 - slider this month's topic
Monthly Cross Asset 4.10.2021 Covid headwinds ease as China risks rise

At the time when EMs are navigating towards a healthier environment (Covid cases numbers shifting downward and vaccination rollouts speeding up), China’s selfinduced deceleration is now looming.

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Monthly Cross Asset 8.09.2021 HY default rates: recent and expected trends

Persistent supportive funding conditions and the improved macro picture are consistent with a current and expected benign picture for US and European default cycles, which are likely to remain on a downward trend in the coming months.

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Investment Talks 10.08.2021 Main themes for investing in Chinese equity over the summer and beyond

All eyes are on the recent tightening of regulations for tech and education companies by Beijing and on possible new measures that could affect other sectors.

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Monthly Cross Asset 2.07.2021 China’s demographic headwinds

The latest Census results suggest China’s population is aging faster than expected, prompting Beijing to relax birth restriction and move to a threechild policy. Recognizing the challenges to reverse low fertility, we expect China to rely more on the productivity driver for growth in the long run.

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Monthly Cross Asset 2.06.2021 RMB internationalisation: the new commanding heights

In the early stage of RMB internationalisation, RMB transactions occurred mostly in trade settlement between China and neighbouring economies.

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Monthly Cross Asset 3.03.2021 China and EM: growth and policy Q&A
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Our emerging markets strategists attempt to answer some of the questions often asked by our clients.

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Monthly Cross Asset 2.02.2021 2021 investment case in equities and how Japan fits into it
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Although the global recovery began to be priced in last year

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Monthly Cross Asset 2.10.2020 Japan: Policy continuity expected under Suganomics
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Japan: Policy continuity expected under Suganomics

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Investment Talks 7.08.2020 Investing in the first in, first out theme: opportunities in Asia
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Overview: The Asia region was the first part of the world to be hit by the Covid-19 outbreak, but it has also been the first region to navigate a way out of it, thanks to its good management of the pandemic and supported by fiscal and monetary actions.

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