Asia (17)

Podcast: Lunar New Year – Market Talk special
Markets and economics

Podcast: Lunar New Year – Market Talk special

With many countries about to celebrate the Year of the Dragon, Ben Bennett explains why animal...

By LGIM

01 Feb 2024

1 min read

Carrots and sticks: our approach to investment stewardship in Asia ex-Japan
Trista Chen
ESG and long-term themes

Carrots and sticks: our approach to investment stewardship in Asia ex-Japan

Following the recent opening of LGIM's Singapore office, we examine some of the key distinguishin...
By Trista Chen
20 Sep 2023
3 min read
China’s balance sheet recession
Erik Lueth
Markets and economics

China’s balance sheet recession

History suggests downturns caused by debt-financed overinvestment tend to be deeper and longer th...
By Erik Lueth
05 Sep 2023
3 min read
China’s local government leverage: elephants in the room
Matthew Rodger
Markets and economics

China’s local government leverage: elephants in the room

The strains in China's property sector are also raising risks among local governments.
By Matthew Rodger
12 Jul 2023
3 min read
Is India the new China? A quantitative assessment
Markets and economics

Is India the new China? A quantitative assessment

This is our third and final blog in this series exploring whether India might match China's...

By Erik Lueth

16 Mar 2023

4 min read

Manufacturing wealth: is India the new China?
Erik Lueth
Economics

Manufacturing wealth: is India the new China?

In the first of a series of blogs considering the economic prospects for the South Asian giant, w...
By Erik Lueth
09 Feb 2023
4 min read
Market Talk podcast: Glass half-full or glass half-empty?
LGIM
Markets and economics

Market Talk podcast: Glass half-full or glass half-empty?

Soft or hard landing in the US? Will earnings fall as much as some commentators expect? And where...
By LGIM
31 Jan 2023
1 min read
Can China meet its growth targets?
Erik Lueth
Markets and economics

Can China meet its growth targets?

LGIM's Global Emerging Market Economist Erik Lueth takes a hard look at China’s long-term...
By Erik Lueth
14 Dec 2022
4 min read