Insights - china

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Chip Famine and the new OPEC

19 Feb 2021 - Rory Green

Surging demand for semiconductors is putting pressure on vehicle production and US-China relations. Taiwan and Korea are the prime beneficiaries, insatiable demand for their exports and rising prices adds conviction to.

#Trade War #China #Technology #OPEC #Semiconductors #Geopolitics

Geopolitical Spotlight shifts to semiconductors - the new oil

10 Feb 2021 - Rory Green

The structural shift in demand for semiconductors moves the focus of global geopolitics and finance from the Persian Gulf to the South China Sea. The rapid acceleration of the “internet of things”, to-date and to-come,.

#China #Oil & Gas #OPEC #Semiconductors #Geopolitics

The Vaccine Matrix: Winners and Losers

30 Nov 2020 - Oliver Brennan

Fill in the form below to download the full report - The Vaccine Matrix: Winners and Losers, by Oliver Brennan, Managing Director, Macro Strategy.  What does the great rotation mean for countries’ economies? Is it.

#Eurozone #China #Vaccine #Recovery

Digital RMB - a new type of stimulus

23 Oct 2020 - Rory Green

Both the Fed and the ECB have grabbed headlines recently with talk of central bank digital currencies (CBDC). But of all CBDC projects currently in the works, it is the one by the People’s Bank of China that is nearest.

#China #Stimulus #People's Bank of China #Digital RMB #Cryptocurrency

China outperformance to continue

08 Oct 2020 - Lawrence Brainard

Equites are volatile globally but China is a big outperformer. Looking at rising equity volatilities, we conclude that markets are not ignoring downside risks; the point is that right now, the upside potential and.

#Equities #China #Emerging Markets #MSCI

World Trade momentum

06 Oct 2020 - Konstantinos Venetis

Macro momentum is easing but remains positive. Our Global Leading Indicator remains consistent with improving macro momentum, in line with the message from other widely followed high-frequency series like the OECD.

#Equities #China #Bond markets #Commodities #USD

US-China warpaths converge on tech

14 Aug 2020 - Christopher Granville

It is no accident that the escalation has concentrated on tech, while financial sector measures have remained relatively restrained for now. All the various strands and sources of US reactions to the rise of China now.

#China #Technology #US Economy

Prospects for the recovery of the global oil market

03 Apr 2020 - Stephen O'Sullivan

On January 1 Brent crude oil was trading above $66/bbl.  Three months later, it had fallen by more than 60% from that level.  A coronavirus-driven decline was followed by a collapse when the three-year old agreement.

#China #Oil & Gas #Covid19 #OPEC #Oil Price #Russia

Oil price declines and the impact on China’s energy complex

12 Mar 2020 - Stephen O'Sullivan

Oil prices have been steadily declining in recent weeks as the impact of the coronavirus on energy demand in China and the rest of the world has become evident. This slide accelerated significantly at the beginning of.

#China #Oil & Gas #Covid19 #OPEC #Oil Price

Three reasons markets were ignoring the coronavirus

14 Feb 2020 - Dario Perkins

The contrast between the awful humanitarian crisis in China and the euphoria in global stock markets had been bordering on the surreal. Every night (London time) the Chinese authorities updated their count of the number.

#China #Covid19 #Stock Market

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