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Bunny Huang
Article 2 min read

Chart Room: China's solar non grata

Solar energy stocks in China rebounded as the country rekindled cooperation with the US on climate change. But we think investors’ optimism is misplaced.

Bunny Huang + 1 other | 24 November 2023

Alex Dong
Article 2 min read

Chart Room: China’s heavy machine makers dig deeper overseas

China’s machinery firms are making new inroads abroad, seeking profitability that’s built to last as demand falls and competition intensifies at home.

Alex Dong | 20 September 2023

Nana Yang
Article 2 min read

Chart Room: Utilities less useful as bond proxies

Rising interest rates in the US are testing the notion of utility stocks as bond proxies, as ties between their P/E ratios and corporate bond yields weaken.

Nana Yang + 1 other | 13 April 2023

Nathan Sribalasundaram
Article 5 min read

Why India’s ‘fallen angel’ risk is rising

India’s ballooning debt levels amid a structural growth slowdown have raised the risks of an imminent downgrade by credit ratings agencies.

Nathan Sribalasundaram + 2 others | 19 April 2021

Natalie Briggs
Blog 1 min read

Chart room: European cyclicals vulnerable if manufacturing data moderates

Any moderation in the growth of new manufacturing orders could make cyclicals vulnerable to a de-rating.

Natalie Briggs + 2 others | 8 October 2020

George Efstathopoulos
Blog 1 min read

Chart Room: Is disinflation lurking around the corner?

In a bullish signal, the bond market’s short-term expectations for US inflation are back near pre-crisis levels. But are investors being overly optimistic?

George Efstathopoulos + 3 others | 24 September 2020

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