China

Highlight

Economics

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

FEBRUARY

12FEB 2019

Economics

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

Schroders’ China Activity Indicator has slowed sharply.

JANUARY

21JAN 2019

Economics

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

Economics

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.

2018

DECEMBER

18DEC 2018

Economics

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.

03DEC 2018

Economics

Trump-Xi trade truce: what next?

Quickview: The trade truce between the US and China is a positive outcome, but we expect hostilities to resume later next year.

NOVEMBER

07NOV 2018

Economics

How emerging markets have changed over the past 20 years

We review the evolution of the MSCI Emerging Markets Index and consider the emerging countries to watch for the future.

OCTOBER

19OCT 2018

Economics

China’s growth surprise is just the start

With the impact of tariffs yet to show up in the data, and the looming threat of a property slowdown, the larger-than-expected slowdown in Chinese growth is a taste of things to come.