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FIA recently released its statistics on the number of futures and options traded on exchanges worldwide in 2021, marking the fourth consecutive year of record-setting trading activity. Two years ago, we reported that the Chinese volume growth entered into a new category; the 1billion ...
Being a host city is a symbolic honor, but it also comes with direct economic impact as well. While Beijing repeated as an Olympic host city in 2022, the optimism and outlook from 2008 did not. In the next decade, China will need to balance its changing role in the world with its ...
The transformed Chinese consumption-based economy is currently rising very slowly, growing only 1.7% year-on-year in December. In contrast, fixed asset investment grew 4.9% year-to-date YoY, and production grew 4.3% YoY in December. Investment growth has been the strongest, but it is ...
China cannot do what it needs to do monetarily and economically without the yuan weakening. China's economy will and likely already do need lower rates given the effect the property market has on growth. It will also need some sort of QE-type program or at a minimum a significant ...
After a 3.4% decline in 2020, world real GDP is projected to increase 5.5% in 2021 and 4.2% in 2022. With some critical supply shortages and shipping bottlenecks persisting into 2022 and beyond, inflation pressures will subside only gradually. The US economy is proving its resilie...
Investors should focus on fundamentals rather than trying to predict what Beijing will do next. Investors have been focused on the headwinds, including the potential for additional policy announcements, a slowdown in economic growth and heightened geopolitical concerns. We believe...
China's property sector is not a growth driver of the Chinese economy, but a growth passenger. China's fiscal system also created incentives for local governments to favor housing market development. If the Chinese government continues to put off economic reforms, China's true gro...
While it's true that markets have a storied history of ignoring even the tensest of flashpoints between nations, what happens between the world’s largest two nations matters for markets. Markets cannot just forever shrug off rising geopolitical tensions, and in particular, Chin...
Surprising policy developments are rocking the craft, but in our view, the course remains set for the same long-term destination, and the uncertainty and volatility may present some attractive investment opportunities. The continued deterioration in U.S.-China relations in the past fe...
All signs point towards an imminent withdrawal of central bank stimulus, globally. Meanwhile, the U.S. economy is headed for one of the largest fiscal cliffs ever. Global growth is slowing even before massive stimulus withdrawal. For further details see: Prepare For Turb...