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Original Post By Stuart Burns Falling infection rates to the lowest level since January and President Xi Jinping's visit to Wuhan yesterday suggest all is returning to normal in China. Some are looking for a V-shaped bounce back and maybe even a softer hit to Q1 GDP growth than pre...
Our Emerging Markets Equity team examines the impact of the spread of coronavirus across emerging market economies during the month of February. Three Things We're Thinking About Today The Covid-19 coronavirus led the narrative in February, as a spike in new cases outside of China height...
A decade ago, we defined Shifting Wealth as the shift in the gravity of the world economy and as the switch in net foreign assets toward Asia. The gravity shift occurred as a result of superior GDP growth of economies with large populations (notably China and India, some 40% of world populatio...
Jack Aldrich: Last week, the coronavirus drove a massive market sell-off. The S&P 500 saw its worst week since the Global Financial Crisis and the yield curve inverted for the third time since October of 2019. Welcome to The Bid. I'm your host, Jack Aldrich. Today, Mike Pyle, BlackRock...
Although news surrounding the further spread of the coronavirus has been causing volatility in global markets, life on the ground in China is starting to stabilize. China's population quickly took to a new stay-at-home lifestyle. Employees started relying more heavily on office collaboration p...
As markets continue to assess the impact of coronavirus (COVID-19), the Templeton Global Macro team shares an update on the economic and market implications, which they say could be more detrimental - and last longer - than many observers previously thought. New information on the cor...
Investment thesis: The international environment is, at best, very dicey due to the coronavirus outbreak. China will have weakness in 1Q20; it is increasingly likely that will continue into 2Q20. This will hurt Asia and, to a lesser degree, emerging markets. Data out of the EU shows a very m...
The 2019 novel coronavirus (COVID-19), popularly known as 'coronavirus' has caused widespread concern since being identified in Wuhan, China in late December. The outbreak has been characterised by misinformation and differing precautionary actions taken internationally but has importantly hig...
Rare earth metals have become some of the most significant ingredients in products this century. The electronics, mobility, and energy sectors all require the strategic minerals used in nuclear reactors, LEDs, magnets, electric motors, sensors, as well as smartphones, flat-screen monitors, hyb...
Video Transcript Opportunities In Healthcare David Semple: So I think it was a very interesting time to come to China. There's clearly been a lot of stimulus that has gone on in the context of an economy which is naturally slowing down. So, the question is, how's that is working? An...