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Rory Green
Economist, China and North Asia
Rory joined the company in 2018 as an economist covering China and South Korea. Prior to this Rory spent four years with PRC Macro Advisors, a Beijing based economic research firm specialising in China’s political economy. From 2016, Rory was located in Seoul where he led the company’s Korea research. During this period, he also continued to cover China, specialising in macroeconomic forecasting and industrial policy.
Rory has a BA (Joint Hons) in History & French from the University of Manchester. Rory was awarded two Chinese government scholarships in Economics and Mandarin, and obtained an MSc in Economics from Beijing Normal University in 2014. Rory speaks fluent Mandarin and French, and advanced Korean.
Rory Green contributes to the EM Watch and China Watch publications.
EM Watch: Analysis of EM sentiment drivers and fundamental or policy country developments on 10 emerging countries. (Every Monday)
China: Analysis of key economic and policy drivers and what they mean for China related markets. (One note per week)
Rory Green's Top Market Calls
We said: In April, we forecast economic outperformance of Korea and Taiwan based on; covid containment, electronic component-heavy exports and proximity to China and its recovery. We doubled down on our projections for East Asian economic strength in July. Ahead of the US election, we added a further structural driver to Korean and Taiwanese growth – the tech war – which promises to boost demand for Asian high end electronic components. (Call was also reiterated in this blog post during Korea’s big second wave outbreak which caused markets to temporarily sell-off, as forecast)
Outcome: We went overweight Korean and Taiwanese equities in May and have been long the KRW in Macro Strategy since June. MSCI TW is the top performing index globally with MSCI KR just behind. As of 26/10/20 Our KRW trade is up 5%.
