Insights - china

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Evergrande China growth contagion

27 Sep 2021 - Rory Green

Evergrande is collapsing. China’s second-largest developer by sales and largest in terms of total debt and liabilities is no longer a viable business. The extent of the macro and market spill-overs both on the Mainland.

#China #Fiscal Policy #Commodities #Evergrande

Delta blues

27 Aug 2021 - Oliver Brennan

The US state of Mississippi is in the midst of its worst wave of Covid infections. Ditto Arkansas and Louisiana. But it’s not just the Mississippi Delta feeling the Delta blues. Cases in Florida are second only to.

#China #Covid19 #Recovery #Delta variant

Global Tourism: EU & China risk

29 Mar 2021 - Davide Oneglia

One year into the pandemic, still enduring tough restrictions on social life, entertainment activities, and leisure travel, we bet most people crave a long holiday. With the acceleration in the vaccine rollout,.

#Eurozone #China #Tourism

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

China's green revolution

08 Feb 2021 - Eleanor Olcott

The expansion in coal power production towards the end of last year cast doubts on Xi Jinping’s pledge made at a UN summit in September for China to achieve carbon neutrality by 2060. The PRC’s overreliance on coal is.

#China #Decarbonomics #Climate Change

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

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