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How long do recessions last? As is entirely obvious we're in a deep and very nasty indeed recession here. Business conditions are falling at a faster rate than they have done anywhere, ever. At least, as far as any recorded evidence tells us. The reason is pretty obvious, this is self-inflic...
This is the transcript of the podcast below on the effect of the US-China trade war and coronavirus on global supply chains. This is an interview with Professor Neile O’Connor. SH: Today I'm here with Dr. Neile O'Connor to discuss the effects of the US China trade war and the coro...
Overview: Risk appetites have returned today after taking yesterday off. The MSCI Asia Pacific Index advanced every day last week, slipped yesterday, and jumped back today. Most of the national benchmarks advanced at least 1.5%, and the Nikkei led the way with a 3% rally to reach its best le...
Travelling by train through the mountains of China’s Shanxi Province back in 1986, I recall encountering a series of tunnels through steep, forested hillsides. You are plunged into darkness, burst into the sunshine, and then zoom back underground in rapid succession as the tracks make t...
As the fifth installment in an ongoing series that explores the 11 major economic sectors in China, this piece provides an in-depth look at the key stats, notable companies, and thematic tailwinds that characterize China's Consumer Staples sector, tracked by the Global X MSCI China Consumer St...
China has been a major contributor to global growth, and its economic activity tends to have significant repercussions for the global economy. To understand where the Chinese economy is in its growth cycle, we highlight a few key charts below, which may also provide context for the impact of t...
Manufacturing conditions across mainland China stabilised in March, according to the latest Caixin PMI data . The survey showed a slight increase in production after a record decline in February due to factory shutdowns and travel restrictions. However, a sustained fall in new business inflow...
By Philip Lawlor, managing director, Global Markets Research Call it a case of first in, first out: Despite the distinction of being the initial epicenter of the now global coronavirus outbreak, China's equity market suffered far less than both the emerging and developed indexes in the ...
The Washington Post began this week by noting how the US economy seems to have lost its purported zip just when it needed that vitality the most. Never missing a chance to take a partisan swipe, of course. Still, there's quite a lot of truth behind the charge. An actual economic boom produce...
Our basic coronavirus problem Of course the basic, basic, problem is about health care and epidemiology but that's not the point for us here as investors. Rather, we're interested in the macroeconomic effects for that then tells us when markets in general, thus stock markets, are going to ge...