22/01/2024 Economy & Markets China’s pivot: steering through turbulence to sustainability We assess the long-term economic path for the China economy and how 2024 slowdown fits within this picture. From an investment standpoint, the shift toward...
10/05/2023 Economy & Markets Our key takeaways from IMF’s Spring meetings Investor sentiment is downbeat, but not overly bearish. With tightening credit conditions, our US growth outlook is lower compared to the IMF’s, while...
27/04/2023 Emerging Markets Emerging Markets Charts and Views - Springtime for Emerging ... Outlook for EM assets: opportunities and risks for EM-investors in 2023.
2/02/2023 Investment Views Global Investment Views - February 2023 The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.
3/01/2023 Emerging Markets China: back to pragmatism In one month, China dropped most of its Covid-related restrictions, vowed to support the housing market more, and set pro-growth policies.
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...