China (64)
Economics
Will COVID cut short China's economic rebound?
In this blog, we explore the implications of the Omicron variant of COVID-19 for our positions in...
28 Jan 2022
3 min read
2021 was another year full of twists and turns, so what will 2022 bring? As we hastily forge our...
China's high-yield bond market has been under incredible strain in recent months, with prices...
With inflation continuing to rise and central banks beginning to act , we update our macro scenar...
Economics
Is China sitting on a property bubble?
Evergrande’s problems have placed the Chinese property sector front and centre of investors’ mind...
29 Oct 2021
4 min read
It’s easy to be bearish on emerging-market equities amid the double trouble from regulatory and...
With Evergrande continuing to dominate the financial headlines, we take a look at the situation a...
Policymakers appear happy to accept greater market volatility as they pursue macroprudential...
