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The Investor's Guide to China podcast: Asia's bright spots
Asia is at the heart of three megatrends that are transforming the global economy: artificial intelligence, the energy transition, and shifting supply chains.
China: The fragile recovery continues
Economic stimulus and low borrowing costs are proving supportive to most Chinese companies. But sluggish demand is dampening management sentiment for 2024.
Changing of the guards in Chinese growth
Beneath the surface of a slower economy, a group of Chinese companies is starting to make inroads at home and abroad - with consequences for investors.
The Investor's Guide to China podcast: Transition materials
Exploring the critical role of transition materials — such as lithium and cobalt, essential to developing and deploying clean energy technologies.
Chart Room: Cost deflation, China’s latest export
China’s undershooting post-pandemic recovery has stoked fears of deflation. Our Analyst Survey indicates that businesses are bracing for cost reductions.
Field Notes: How to weigh China’s barbell-shaped consumer recovery
Despite challenges facing China's economy, some of the country's consumer companies are gaining market share, in some cases by exploring new niche categories.
The Investor's Guide to China podcast: De-dollarisation
When it comes to currencies, it often feels like it's all about the US dollar. Although the greenback has dominated international trade and finance for decades
The Investor's Guide to China podcast: China's Next Phase
What's going to happen as we enter a new phase of the Chinese growth story under President Xi Jinping's leadership.
The Investor's Guide to China podcast: Debt
With debt continuing to be a very strong focus for investors, it’s important to differentiate between good debt and bad debt.
Credit risk at China’s SOEs in focus amid Huarong saga
China’s bond and equity markets have been rattled by concerns that state-owned enterprises could face greater default risk.
Podcast: The future of... banking
"Banks are increasingly fulfilling a social role," says cross-asset analyst Federico Wynne.
Chinese banks are due for national service
As governments around the world exhaust their policy arsenals to save economies, China is reaching for a secret weapon unrivaled by most countries.
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