Disclaimer: Views in this blog do not promote, and are not directly connected to any Legal & General Investment Management (LGIM) product or service. Views are from a range of LGIM investment professionals and do not necessarily reflect the views of LGIM. For investment professionals only.
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China

Economics

Credit in China: a stress test you couldn’t have imagined

What has the crisis meant for debt levels in China?  
By Erik Lueth

Economics

Special situations: the US, China, and Hong Kong

What happens if the US withdraws Hong Kong’s special status?  ;
By Erik Lueth

Economics

US/China relations: no thaw in the new cold war

Not so long ago, the trade war between the US and China was the greatest geopolitical risk facing the market. COVID-19 has taken its place at the front of investors’ minds, but it hasn’t eased the underlying tensions – and may have exacerbated them.  ;
By Emiel van den Heiligenberg

Economics

Market turmoil: investing in testing times

Markets are volatile but we are steady in our ‘prepare, don’t predict’ approach.;
By Emiel van den Heiligenberg

Economics

The only certainty is uncertainty

Investors are accustomed to assessing risk, estimating the likelihood of potential outcomes and their impacts. But the coronavirus is a black swan, unpredictable and with an eventual outcome shrouded in uncertainty. I discussed this uncertainty during my recent Bloomberg appearance.;
By John Roe

Economics

Estimating the impact on Chinese growth from coronavirus

High-frequency economic indicators suggest the Chinese economy has yet to recover from the coronavirus, supporting anecdotal evidence of extended factory closures. Depending on how quickly activity returns to normal, the Chinese economy could contract at a double-digit pace in the first quarter, pushing annual growth down to just 3%.;
By James Carrick

Economics

The US economic diagnosis

The coronavirus has led to another round of economic uncertainty and a severe hit to GDP growth in China but, providing the containment efforts are successful, we see little impact on economies such as the US.;
By Tim Drayson

Economics

The market's viral resistance

Why have markets remained resilient despite the continued threat of the coronavirus? And as investors, how should we react to this surprisingly positive sentiment?;
By John Roe

Economics

How China is testing Trump’s claim to be a ‘great negotiator’

Trying to understand the trade war from China’s perspective, I am reminded of an ancient story about a master butcher.;
By Wei Yang

Economics

What trade war?

Tariffs have not had the negative impact on China that many expected, which has important implications for the country’s prospective trade deal with the US.;
By Erik Lueth

Economics

A fireside chat about China

Following a recent blog highlighting China’s newfound tolerance for slower growth, Emiel van den Heiligenberg and Erik Lueth discuss the implications of this regime change.;
By Emiel van den Heiligenberg

Economics

Trade in services matters

Most discussions on international trade focus only on trade in material goods, but nations increasingly trade in services. This matters for trade imbalances and the impact of global trade shocks on individual economies.;
By Magdalena Polan

Economics

Regime change in China

The last major policy shift in China caught many off guard; we are at another such turning point.;
By Erik Lueth

Economics

Regime change in China

The last major policy shift in China caught many off guard; we are at another such turning point.;
By Erik Lueth

Currency

China and manipulation machinations: the FX of devalued gestures

The US has labelled China a currency manipulator, but both that and the sudden but small preceding renminbi devaluation were more symbolic than anything else.;
By Willem Klijnstra

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