Blogs - pmi

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Trade and tech risks still not priced in

28 May 2019 - Jon Harrison

In his lead article from EM Watch of 28 May, Jon Harrison argues that neither trade nor tech risk are still correctly priced in despite the chaos of the US-China trade negotiations.

#China #EM Watch #Emerging Markets #Jon Harrison #PMI #Tariff #Tech #Trade War #US Technology #Xi Jinping

Don’t Get Too Excited About China’s Stimulus

09 Nov 2018 - Bo Zhuang

Beijing is not simply repeating an old-style credit easing to prop up the economy
The positive spill-over effect of China stimulus on the global economy will be offset by further yuan devaluation
Growth will decelerate further until a stronger policy response in H1/19