Craig Botham

Emerging Markets Economist

Highlight

Economic Views

18MAR 2019

Does it matter if China gets old before it gets rich?

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.

2019

MARCH

05MAR 2019

Economic Views

China cuts growth target, but no signs of mega stimulus

Quickview: China lowers its 2019 growth target to 6-6.5%, but so far no signs of mega stimulus from National People’s Congress

FEBRUARY

12FEB 2019

Economic Views

Why China’s recent slowdown may be more pronounced than investors realise

Schroders’ China Activity Indicator has slowed sharply.

07FEB 2019

Economic Views

India's central bank takes a dovish turn

The central bank has cut interest rates but a pause may have been a more prudent option.

01FEB 2019

Economic Views

Economic and Strategy Viewpoint - February 2019

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.

JANUARY

21JAN 2019

Economic Views

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.

2018

DECEMBER

11DEC 2018

Economic Views

Resignation rocks rupee and Indian reform outlook

The resignation of India’s central bank governor has implications for politics and financial markets

OCTOBER

29OCT 2018

Economic Views

Brazil backs Bolsanaro: what next?

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.