Asia
Fade Indonesian Stocks In Absolute Terms…
What about Trump and China…
China missed the chance to change course on economic policy and now it faces rising social instability and western protectionism. This policy approach implies it is not afraid of escalating strategic conflicts in East Asia. Investors should continue to underweight Greater Chinese assets. Any US-China détente will come later rather than sooner.
China’s Strong July Imports Hide Lackluster Demand…
Could Industrial Commodity Prices Stage A Bounce…
China's cyclical and structural headwinds will likely undermine Beijing’s initiative to accelerate urban migration over the next five years.
Can Higher Productivity Prolong The Expansion…
Strong Chinese Imports Do Not Signal Robust Demand…
The market is pricing in a soft landing, but we see growing signs that the global economy is faltering. Investors should be defensively positioned.
China's Additional Stimulus Measures Continue To Underwhelm…