China (65)
Equities
China’s property stocks: policy shift to the rescue?
China's real-estate market is crucial for the whole economy, so its downturn has far-reaching...
14 Feb 2022
3 min read
With the Fed in aggressive tightening mode, we look at the implications for equities, credit and...
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...
Economics
Pe(a)king property
Last week, we laid out why we believe China is unlikely to be sitting on a property bubble that i...
02 Nov 2021
3 min read
Evergrande’s problems have placed the Chinese property sector front and centre of investors’ mind...
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...
