China (87)

Podcast: What will 2024 bring? – Market Talk
Markets and economics

Podcast: What will 2024 bring? – Market Talk

In this episode Ben Bennett, Investment Strategist APAC, shares his views on the outlook for 2024.

By LGIM

08 Dec 2023

1 min read

Friend-shoring: from buzzword to breakthrough
Matthew Rodger
Markets and economics

Friend-shoring: from buzzword to breakthrough

Friend-shoring is real, but we need to distinguish myth from reality.
By Matthew Rodger
29 Nov 2023
3 min read
Podcast: US CPI, oil and the ‘Magnificent Seven’ – Market Talk
LGIM
Markets and economics

Podcast: US CPI, oil and the ‘Magnificent Seven’ – Market Talk

In this episode Ben Bennett, Investment Strategist APAC, walks us through a raft of global econom...
By LGIM
16 Nov 2023
1 min read
Whither renminbi?
Erik Lueth
Markets and economics

Whither renminbi?

Money is leaving China in search of higher interest rates, putting pressure on the exchange rate...
By Erik Lueth
15 Nov 2023
3 min read
Carrots and sticks: our approach to investment stewardship in Asia ex-Japan
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

Dollar strengthening, high yield and the G20 summit
LGIM
Markets and economics

Dollar strengthening, high yield and the G20 summit

As world leaders gather in New Delhi for the latest G20 summit, Market Talk looks at the key issu...
By LGIM
08 Sep 2023
1 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
Is China the next Japan?
Markets and economics

Is China the next Japan?

In the early 1990s Japan suffered a well-documented deflationary slump. With China now seeing...
By Matthew RodgerBen Bennett
23 Aug 2023
3 min read