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By Jason Zhu, Director of Portfolio Management - China Equities, Franklin Templeton Emerging Markets Equity China will be launching a Nasdaq-style stock market for technology and research-driven companies to list and raise capital. While it has some detractors, Franklin Templeton Emerging...
One of the very few central pillars supporting the hopes for a second-half rebound was China's "stimulus." Since we've been conditioned to just accept whatever a central bank does as equal to it, throughout the last thirteen months since the first RRR cut was initiated, that one as well as the...
By Iris Pang, Economist, Greater China China-US tensions have spread beyond trade China-US trade tensions deteriorated quickly after President Xi requested dignity in the trade talks, and both sides increased tariffs on each other. The US raised tariffs from 10% to 25% on the existing $2...
In a recent article, The Trade War Is Over, We Won , I optimistically predicted that China would sign a trade deal because a trade war is not in China's best interests. As of this writing, no deal has been signed, and China is already paying the price. Yet, even at this late stage, I still ex...
The combined value of goods and services traded between the U.S. and China continued to shrink in April 2019, with the cumulative gap between the projection of how much that trade would be worth today, if not for the tariff war and where it actually is today now, having increased by $1 billion...
By Iris Pang, Economist, Greater China China's credit growth, including loan growth, was softer than expected. Shadow banking activities shrank, which implies funding for infrastructure projects mainly came through local government special bonds - likely to limit the overall activity g...
Transcript Oscar Pulido: It's no secret that there is a race for technology dominance. The speed of adoption in digital technologies in China has caught the world by surprise. From superpowers like Alibaba (BABA) and Tencent (TCEHY) to artificial intelligence, to the development of 5G tech...
By Mo Ji, Shamaila Khan Transcript Shamaila Khan: Mo, what is your assessment of the risk of [a] hard landing in China? With the incredible increase in debt and leverage in China, you know, everyone’s always concerned that growth is going to fall off a cliff, and obviously...
As noted earlier this week , the world's two big hopes for the global economy in the second half are pinned on the US labor market continuing to exert its purported strength and Chinese authorities stimulating out of every possible (monetary) opening. Incoming data, however, continues to poin...
Originally published on June 11, 2019 By Gary Alexander We celebrated the 75th anniversary of D-Day last week - as well we should. That day was important. It marked the beginning of the end of the European War. But the same dates also marked the beginning of the end for Japan in the Ba...