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China gets back to business
How fast and how fully activity recovers in China will have huge implications for one of the world’s key economic growth engines.
February's Rich Pickings podcast: Coronavirus - the view from China
"Unorthodox policy may have to meet an unorthodox situation," says head of fixed income in Asia, Bryan Collins, in this month's Rich Pickings.
How to navigate China's economic lockdown
The Covid-19 coronavirus outbreak has delivered an exogenous shock to China’s economy, one that has ramifications for global growth.
Is seven an unlucky number for China’s currency?
China’s renminbi weakened past the seven per US dollar mark for the first time in more than ten years.
With US-China trade talks back on track, investors’ focus turns to China economy
With US-China trade talks back on track, investors’ focus turns to China economy
China strikes back at US move with a tariff hike of its own
China strikes back at US move with a tariff hike of its own
A Goldilocks moment for China’s monetary policy, but watch for more easing and bond index inclusion
Two events are driving the outlook for China fixed income- easing monetary conditions and the expected inclusion of Chinese bonds in benchmark indexes.
What China’s new stimulus measures mean for investors
The Chinese government has announced tax cuts worth 2 trillion yuan and higher spending. But will this boost the slowing economy?
China's easing has not been easy
China’s deleveraging drive has softened, but credit to private companies remains weak. Bigger banks could be pushed to step in.
Credit markets react to China's new easing measures
China’s emphasis on deleveraging has softened in recent months, but credit flow to the economy has remained weak.
What I’ve learned: Bryan Collins on collaboration, teams and bellboys
Bryan Collins, Asia credit, on how a frustrating luggage mishap at a top Sydney hotel led to a life-long lesson.
Implicit exposure: the risks you didn’t know you were taking
Implicit exposures - or unintended risks - are attached to every investment decision.
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