Emerging Markets
China’s Politburo announcement is likely to lead to a repricing of China’s growth in the near-term. Read how investors can hedge against this potent threat to our defensive investment stance.
Introducing The Global Political Capital Index…
We believe the PBoC’s recent policy stimulus might bolster investor confidence, potentially stabilize onshore Chinese equity prices, and provide modest support to offshore stocks. However, they are unlikely to significantly boost economic growth in the mainland.
We believe the PBoC’s recent policy stimulus might bolster investor confidence, potentially stabilize onshore Chinese equity prices, and provide modest support to offshore stocks. However, they are unlikely to significantly boost economic growth in the mainland.
Early Signs Of A Global Growth Relapse In September…
The PBoC Unleashes Policy Blitz…
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China Needs Fiscal, Not Monetary Easing…
Vietnam's Domestic Challenges…
What To Watch
What To…