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At Close: Jul 31, 2026

China Could Derail Japan's Fragile Recovery

07:50pm, Monday, 09'th Oct 2023
The IMF, the World Bank, and the United Nations all rank China and Japan as the second and third largest economies on the planet. More of what is occurring in the markets should reflect what is happen

How China Is Dodging The Doom Loop

06:15am, Saturday, 07'th Oct 2023
While China's economy is still struggling, it is at least not getting incrementally worse and there are some pockets of improvement. Exports continue to decline in year-on-year terms, but the rates of

China's Growth Is Slowing: What Does It Mean?

05:40am, Saturday, 23'rd Sep 2023
While slower growth in China will impact the global economy and financial markets, we think the short-term pain is necessary to avoid bigger problems down the road. China's economy is in the early sta
China's economy has not met post-lockdown growth expectations. That slowdown has had a mixed impact on commodities demand.
China's central bank tries new stimulus efforts to boost slowing growth. Why unemployment is proving to be key to China's economic troubles.
What does the impact of strained relations between China and the West mean for global trade? Why China's recovery is starting to falter.
By now, many of you have heard of President Biden's EV Acceleration Challenge. That's the initiative's name, with a goal of 50% of all new vehicle sales being electric by 2030.
As hoped, looser COVID-19 restrictions have boosted service sector activity in mainland China, adding to hopes that resurgent economic growth will be seen in early 2023 and fueling speculation of dimi

China: Reopening Should Drive Growth

05:44am, Saturday, 21'st Jan 2023
The policy update doesn't contradict the broader goals for Common Prosperity; the priorities have been reset and focuses rebalanced to tilt toward managing risk while reviving growth. I do not foresee
China has drastically eased its Covid-19 measures. Both domestic mobility and international traffic should increase in 2023.

China's Economy: Don't Get Your Hopes Up Just Yet

01:54pm, Wednesday, 04'th Jan 2023
Most global economists feel that any recovery in China could be more U-shaped than V-shaped. The 2022 Chinese economy can best be described as a spluttering car engine.
Last month's 20th National Congress of the Chinese Communist Party was the country's most significant political event this year. As we expected, President Xi's report to the Congress mainly focused on
It appears to us that there is less potential for support for the country's embattled housing sector in the near term. While there had already been restrictions on the export of high-end chips to Chin

China Still Investible--If You Know Where To Look

08:24am, Saturday, 29'th Oct 2022
Our main takeaway from China's 20th Party Congress is the emphasis on security, implying further self-sufficiency—and potential investment opportunity—in the food, energy and technology sectors. A

China: 5 Questions

08:12am, Saturday, 29'th Oct 2022
China is taking measures to support its property market, so declines are likely to ease—and even if they don't, we're not looking at a subprime crisis. A proactive Chinese invasion of Taiwan is a lo
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