By Carol Liao, Yishan Cao | Jul 08, 2021 Supply Bottlenecks Likely to Ease by the End of the Year The supply-demand imbalance should ease as spending on services outpaces demand for consumer goods in developed markets.
By Yishan Cao, Geraldine Sundstrom | Apr 08, 2021 Global Chip Shortage: The Winners and Losers We expect global tech spending to grow, driving demand for semiconductor components and leading to above-trend growth for the sector.
Oct 21, 2019 China CPI Breaks 3% PBOC Target: What Does It Mean for Policy? Headline inflation resulting from a food price shock can never be ignored fully.
By Libby Cantrill | Oct 16, 2019 U.S.−China Trade Deal: A Temporary Reprieve Without pouring water on the “love fest,” we contend that the deal struck between China and the U.S. leaves much to be desired.
By Libby Cantrill | Aug 06, 2019 Trade Tension Flare-Up: Not So Surprising The U.S. has been officially engaged in trade talks with China since March 2018 and has had very few tangible results.
By Libby Cantrill, Tiffany Wilding | May 15, 2019 The Pivot in U.S.-China Trade Policy May Herald Long-Term Tension With the U.S. and China raising tariffs on each other’s goods, we may be entering a prolonged period of trade tension.
By Robert Mead | May 07, 2019 Political Winds in Australia and the Likelihood of Lower-for-Longer Interest Rates Although the Commonwealth Government can borrow for 10 years at the lowest rate on record, the burden of policy support has continued to fall on the Reserve Bank of Australia.
By Gene Frieda, Stephen Chang | Jan 31, 2019 China’s Growth Playbook: How to Get Out of a Fix After a long period of investment-driven growth, China is changing its playbook.
By Abhijeet Neogy | May 01, 2018 Charting Opportunity in Emerging Asia: Robust Debt Issuance Meets Strong Local Demand Emerging Asia provides fixed income investors with a rapidly expanding and increasingly diversified opportunity set.
Apr 26, 2018 China’s Surprise Reserve Requirement Cut: Liquidity Fine-Tuning or Policy Shift? The move caused China’s entire yield curve to drop 15 basis points and raised interesting questions about the PBOC’s policy intent.
Mar 19, 2018 Inflation Rebound Signals China Is No Longer a Source of Global Disinflation In addition to China’s latest CPI, other signs point to sustained inflation in the country over the next year.
By Tomoya Masanao | Oct 23, 2017 Japan’s Election: ‘TINA’ to Abe Prime Minister Shinzo Abe’s election victory augurs well for political stability and policy continuity, which are supportive for risk markets.
By Robert Mead | Oct 17, 2017 Australian Interest Rates: Like Watching Grass Grow We think that the Reserve Bank of Australia will, like the Fed, take a very gradual path in raising interest rates.
By Mike Amey | Oct 06, 2017 Under Pressure: How UK Politics Is Influencing Markets Whilst the status quo of a Theresa May led government remains the most likely outcome, there are a range of alternatives that investors should consider.
By Tomoya Masanao | Aug 04, 2017 Japanese Politics: Caution Warranted Prime Minister Shinzo Abe's declining clout could affect BOJ policy.
By Robert Mead | Jul 10, 2017 Long-Term Outlook for Australia: Less Rosy After 25 years of steady economic growth, Australia is on the verge of wresting bragging rights from the Netherlands for the longest period on record without a recession. The future may not be as rosy.
May 30, 2017 Moody’s China Downgrade: The Longer-Term Policy Impact It took less than a day for China’s financial markets to recover from the credit rating downgrade by Moody’s Investors Service on 24 May. However, the downgrade is far from a non-event.
By Gene Frieda | May 02, 2017 A Less ‘Impulsive’ China: Bracing for Lower Growth By focusing so intensely on U.S. political developments, investors risk missing a silent shift in what has arguably been the strongest driver of global reflation in the last five years: Chinese credit.
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Aaditya Thakur Abhijeet Neogy Carol Liao Gene Frieda Geraldine Sundstrom Joachim Fels Libby Cantrill Mike Amey Robert Mead Stephen Chang Taosha Wang Tiffany Wilding Tomoya Masanao Yishan Cao
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