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Chinese economy
Broker's Calls
DBS Research bets Covid-19 recovery hopes on Covid-19 vaccine in 2021
Ten of the candidates are now in Phase 3 trials, with the first results coming out as soon as October.
October 09, 2020
China Focus
China moves boldly into the post-Covid era
China’s impending changes in economic strategy will have substantial effects on the global economy and geopolitical developments.
October 02, 2020
Emerging Markets
Emerging Markets hit a Covid wall
The Covid-19 pandemic and the retreat of globalisation have widened the financial fortunes between developed and emerging economies. Does it mean the end of an era of supercharged catch-up growth for EMs?
August 28, 2020
Emerging Markets
Can China save EMs again?
Investors should invest in gold as a hedge and invest in South Korean equities, while avoiding EM sovereign bonds due to low yield.
August 28, 2020
Geopolitics
How Dow Chemical is adapting to US-China decoupling
“I think the thing that is changing ... is the pivot from China as an export threat to China as a consumption opportunity.” - John Penrice, Asia Pacific president, The Dow Chemical Company
July 30, 2020
Currencies
Rise of the digital redback
China, one of the world's least cash intensive countries, moves one step closer towards a central bank digital currency.
July 17, 2020
Oil & Gas
Oil war may revive China's yuan ambitions
Russia’s falling out with the Organization of Petroleum Exporting Countries, at a time when a global coronavirus pandemic is wreaking havoc with the global economy, could still lay the ground for a historic shift.
March 17, 2020
China Focus
Shanghai retains trend strength
To help make these personal decisions the central government will probably offer some incentives for the “big men” to redeploy their capital in the domestic Chinese market rather than send it overseas.
March 06, 2020
Covid-19
After US$180 bil return, Norway fund makes no coronavirus bets
Norwegians marvelled as their piggy bank hit a 10 trillion-krone milestone exactly 50 years to the day after Norway discovered the oil that would fuel the country’s vast wealth.
February 28, 2020
Global review
Viral exposure: wider implications for the markets
China is a much bigger part of the global economy and markets than it was 17 years ago. China’s share of global trade also rose to 11% in 2018 from 5% in 2003, based on World Bank statistics.
February 28, 2020