Emerging Markets Economist
Craig Botham explains why China’s demographic decline may be less of an issue than the medicine required to offset its impact and support strong economic growth.
Quickview: China lowers its 2019 growth target to 6-6.5%, but so far no signs of mega stimulus from National People’s Congress
In our latest update we discuss the degree of pessimism in European equity markets, and explore the prospects for emerging market assets and the economic links between China and Australia.
Despite his controversial reputation, Jair Bolsanaro’s victory in the Brazilian election has been greeted with investor optimism. But the real test is yet to come – particularly regarding the crucial topic of pension reform.
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