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Article
3 min read
Fundamentals: Navigating China’s $10 trillion local government debt market
Fundamentals: Navigating China’s $10 trillion local government debt market
Article
2 min read
Chart Room: Why fixed-asset investment is on the move in China
Investment remains a major driver of China’s economy, but priorities are shifting from property to manufacturing.
Blog
2 min read
Chart Room: Digging into China’s GDP growth
A sharp decline in excavator utilisation reflects China’s property-and-infrastructure-induced slowdown, but it also boosts the case for strong policy response.
Blog
3 min read
Infrastructure: A broad universe with diverse benefits and risks
Real assets and infrastructure can offer stable, inflation-linked returns, relatively high yield and diversification of risk.
Blog
3 min read
China again primes growth with infrastructure investment
With exports expected to slump and consumption still struggling to fully recover, China is turning to a familiar playbook - infrastructure spending.
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