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Market Wraps
china economy
Latest news and analysis on china economy
Macro
March 08, 2023 21:41
Reading between the lines of China’s economic growth target
Independent Economist Janu Chan breaks down the big change at the top of the Chinese National People's Congress agenda.
Janu Chan
Bitesized Economics
March 08, 2023 21:41
Macro
December 22, 2022 17:14
Looking for a global recession in the new year? Watch out for this wildcard
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...
Janu Chan
Bitesized Economics
December 22, 2022 17:14
Equities
December 19, 2022 15:32
Three stocks to watch for China's reopening
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?
Alice Shen
VanEck
December 19, 2022 15:32
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Macro
November 17, 2022 13:38
China's Pivot
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...
Janu Chan
Bitesized Economics
November 17, 2022 13:38
Fixed Income
November 04, 2022 01:32
The next domino in China’s property saga
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...
Janu Chan
Bitesized Economics
November 04, 2022 01:32
Macro
October 24, 2022 16:30
Understanding the economy with Chinese characteristics
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...
Janu Chan
Bitesized Economics
October 24, 2022 16:30
Macro
October 10, 2022 14:29
What you need to know ahead of China's big political event
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...
Janu Chan
Bitesized Economics
October 10, 2022 14:29
Asset Allocation
September 07, 2022 12:35
Three sectors to watch as China battles its "perfect storm"
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...
Hans Lee
Livewire Markets
September 07, 2022 12:35
Equities
June 20, 2022 09:56
Why China equities warrant a look in
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...
Alice Shen
VanEck
June 20, 2022 09:56
Macro
September 22, 2021 17:09
The escalating situation with China's largest property developer, Evergrande
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...
Ben Wang, Ph.D. CFA FRM
Jamieson Coote Bonds
September 22, 2021 17:09
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