china economy

The drumbeat of global recession for 2023 has been beating loudly of late. Some fund managers and analysts at major banks now have recession as their baseline...

China’s road to reopening is front of mind for investors as we go into 2023. But will it also be the best news story of the new year for markets?

Chinese stocks have had a phenomenal run over the last two weeks. The Hang Seng index is over 22% higher than a low struck in late October. And some of the big...

Imagine a US-dollar bond paying essentially a 118% yield. It pays a coupon of 4.2% and is priced at approximately 8 cents in the dollar. What’s the catch you are...

In watching the coverage of the 20th Party Congress, I can’t help but compare it to other political events around the world. It feels like the complete opposite of a...

There is a whole lot of attention on the upcoming China’s 20th National Party Congress, which is slated to begin October 16. It is the biggest political event on the...

This time next month, the world's second-largest economy will likely undergo its most radical change in half a century. Current President Xi Jinping is likely to...

Over the last two-odd years there has been a lot of discussion about an allocation to China in a portfolio and recently this talk has shifted as to whether China is...

A few weeks back we wrote on the escalating situation in China and the risk of default in the largest and most leveraged developer, Evergrande - Bumpy road ahead for...

Around 600 BC, the Chinese were among the first to invent money when they used coins worth the metal within to overcome the hassle of bartering. The invention of paper...

The world is changing. The largest market of consumers for the last 30 years is being replaced. Unfortunately, many portfolios do not reflect this change. By 2024,...

China’s economy grew by 4.9% p.a.in the third quarter compared with a year earlier, accelerating from growth of 3.2% p.a. in the second quarter. The world’s...