Chinasee more…

  1. Ep. 116: Bert Gochet on China Risks, India’s Future and Brazil’s Commodities 

    Bilal Hafeez

    Bert is a macro strategist at Macro Hive, specialising in Emerging Markets strategy. Between 2009 and 2017, he was co-head of EM strategy...

  2. What China’s COVID Setbacks Mean For Markets

    Bilal Hafeez

    China was originally held up as the success story for managing COVID. But two years on, Shanghai is locked down and Beijing is testing all its residents for COVID.

  3. Bloomberg TV Interview: How to Adjust Your Investment Portfolio for a Recession

    Bilal Hafeez

    Enjoyed featuring on Bloomberg TV yesterday (28 March 2022) to share my thoughts on what the markets are signalling, how long equities can ignore an inverted yield curve for, and on whether it’s realistic for the ECB to hike four times within the next year. I also discuss the strong possibility of a recession, how […]

  1. A Wild Week for Chinese Equities

    Caroline Grady

    China’s pledge to support financial markets earlier this week triggered a sharp recovery in its distressed equity markets. Ongoing uncertainty over tech regulation, the latest...

  2. Avoid This Investment Mistake on China

    Bilal Hafeez

    Many investors confuse economic growth for likely stock market performance, especially for China. But China’s constitution...

  3. Nine Charts to Scare You Ahead of Halloween

    Bilal Hafeez

    Halloween is here, so I have put together nine scary charts. And I promise, no charts on COVID…

Markets to Watch This Week: US Rates and Chinese Yuan

Bilal Hafeez

In this report, we standardise price changes across different markets to allow for cross-market comparisons...

Ep. 84: Boris Vladimirov on Reverse Goldilocks, Central Bank Credibility, and Market Winners

Bilal Hafeez

Boris is one of the top macro thinkers in the market. He is a managing director at Goldman Sachs. Before GS, he was partner and portfolio...

  1. The China Surprise – End Of Growth?

    Bilal Hafeez

    A clear consensus has emerged. The failings of China’s second-largest real estate developer, Evergrande Group, and other broader...

  2. China’s Long-Term Game

    Alberto Gallo and Tao Pan

    Over the past few decades, Western governments have prioritised short-term economic gains over long-term measures through a...

  3. Ep. 78: David Woo On Persistence Of COVID, Stagflation, and Political Taboos

    Bilal Hafeez

    David is the author of the blog, David Woo Unbound. Before that, he was Head of Global Rates, FX and EM Fixed Income Strategy...

Do Not Hedge Stocks With USD/CNY

Mirza Baig

China’s tech stocks were hammered this month after a sweeping, multi-pronged crackdown by Chinese regulators...

Ep. 73: Roger Garside On China Fragility, Coup Risks, and US Policy

Bilal Hafeez

Roger is a former diplomat, development banker, and capital market development advisor, who twice served in the British Embassy...

  1. India’s Economy Gets Back on Track

    Caroline Grady

    An ongoing reduction in India’s new daily COVID cases is allowing the economy to slowly return to normal. From a peak of over 400,000...

  2. China’s Delicate Deleveraging Efforts

    Caroline Grady

    China’s efforts to reduce financial vulnerabilities continue with measures against speculation in real estate, commodities, crypto and...

  3. China Accounts for More than Half of Global Vaccinations

    Vlad Ionescu

    In this prime tracker, we review the latest vaccine developments globally. This week, we’ve included data...

China Unlikely to Export Inflation

Dominique Dwor-Frecaut

Recent increases in China’s PPI and the price of US imports from China saw some market participants warn that China is starting...

Five Things You Did Not Know About China

Bilal Hafeez

In current US dollar terms, China’s annual GDP is expected to be around $16 trillion in 2021, second only to the US’s $23 trillion...

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