China

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Märkte

02APR 2019

The wall of money heading to Chinese bonds

We explain the significance of the inclusion of Chinese RMB denominated bonds in global indices

2019

FEBRUAR

18FEB 2019

Wirtschaft

Infographic: A view of the world economy in February 2019

In this month's infographic we look at "unloved" European shares, the economic ties that bind China and Australia and update our emerging market view.

JANUAR

21JAN 2019

Wirtschaft

No immediate relief in sight for China’s slowing economy

Snapshot: Economic growth in China slowed to 6.4% in Q4 2018, and there is potential for further weakness in Q1.

14JAN 2019

Wirtschaft

How trade wars have affected emerging market returns

Snapshot: We illustrate how trade concerns influenced emerging markets equity returns in 2018, and discuss the prospect of a rebound this year.

11JAN 2019

Märkte

Why we see income opportunities emerging in Asian corporate bonds

Market turbulence has produced attractive income opportunities in Asian corporate bonds against a still positive economic backdrop in the region.

02JAN 2019

Märkte

Ausblick 2019: Aktien Schwellenländer

Was würde den Märkten in den Schwellenländern 2019 helfen? Ein schwächerer US-Dollar, ein unerwartet guter Ausgang des Handelsstreits zwischen den USA und China und nachlassende Wachstumsbedenken gegenüber China.

2018

DEZEMBER

18DEZ 2018

Wirtschaft

What casino revenues can tell us about Chinese economic growth

Macau is the only place in China where casino gambling is legal. The spending data, therefore, offers an alternative view of moves in the Chinese economy.

18DEZ 2018

Märkte

Outlook 2019: China equities

We are taking a defensive stance, staying underweight to the technology sector, while emphasising domestically-focused areas of the market and those with long-term growth trends.