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China

The Hong Kong dollar peg: Your questions answered
FRONT OF MIND | Blog - 3 Min

The Hong Kong dollar peg: Your questions answered

The Hong Kong Monetary Authority (HKMA) has intervened after three months of weakness to maintain the HKD/USD peg under the...

CHI LO
| 08.08.2022
The risks around China’s grassroots mortgage ‘boycott’
FRONT OF MIND | Blog - 3 Min

The risks around China’s grassroots mortgage ‘boycott’

China is seeing rising numbers of homebuyers stopping their mortgage payments to banks because cash-strapped developers are not delivering the...

CHI LO
| 26.07.2022
Zero-Covid weighs on China’s growth in Q2
FRONT OF MIND | Blog - 4 Min

Zero-Covid weighs on China’s growth in Q2

A weak second quarter for China’s economy, with GDP growth narrowly avoiding contraction, might mark the low for this cycle...

CHI LO
| 20.07.2022
A fireside chat about the renminbi – How far will it fall?
FRONT OF MIND | Blog - 4 Min

A fireside chat about the renminbi – How far will it fall?

In recent weeks, the renminbi has depreciated significantly against the US dollar. Chi Lo, our senior market strategist in Hong...

CHI LO
| 24.05.2022
A fireside chat about the Hong Kong dollar as it revisits 7.85
FRONT OF MIND | Blog - 3 Min

A fireside chat about the Hong Kong dollar as it revisits 7.85

For the first time since 2019, the Hong Kong dollar (HKD) has fallen to the lower end of the Convertibility-Undertaking...

CHI LO
| 17.05.2022
Shanghai’s lockdown – What might it mean for global supply chains?
PORTFOLIO PERSPECTIVES | Blog - 3 Min

Shanghai’s lockdown – What might it mean for global supply chains?

A prolonged Covid-lockdown of Shanghai could cause longer-than-expected disruption to global supply chains and raise inflationary pressure. As one of...

CHI LO
| 13.05.2022
Sustainable Asian cities: A compelling - and urgent - investment opportunity
FRONT OF MIND | Blog - 3 Min

Sustainable Asian cities: A compelling - and urgent - investment opportunity

In their white paper, “Sustainable Asian cities – preparing now for the future”, our Emerging Markets Debt team and Sustainability...

XUAN YONG
| 06.05.2022
Sustainable Asian cities – Preparing now for the future
FRONT OF MIND | White paper - 2 Min

Sustainable Asian cities – Preparing now for the future

In this white paper, our Emerging Markets Fixed Income team and Sustainability Centre spell out the reasoning behind a new...

MICHAEL TAMBUE
| 06.05.2022
Weekly investment update – Central bank policy tightens while risk shifts
WEEKLY
MARKET UPDATE 05.05.2022
FRONT OF MIND | Blog - 4 Min

Weekly investment update – Central bank policy tightens while risk shifts

The Federal Reserve has raised  its benchmark policy rate by a sizeable 50bp to rein in robust inflationary pressures, confirming...

CHI LO
| 05.05.2022
Weekly investment update – Against all hawks
WEEKLY
MARKET UPDATE 21.04.2022
FRONT OF MIND | Blog - 3 Min

Weekly investment update – Against all hawks

As inflation continues to run at multi-decade highs, especially in developed markets, major central banks have stepped up the pace...

CHI LO
| 21.04.2022
The renminbi’s creeping internationalisation
FRONT OF MIND | Blog - 5 Min

The renminbi’s creeping internationalisation

China has recently revived talks with Saudi Arabia on settling some oil trades in renminbi in a move that many...

CHI LO
| 13.04.2022
China’s credit growth shows signs of recovery
FRONT OF MIND | Blog - 3 Min

China’s credit growth shows signs of recovery

Despite Beijing’s pledge to ease monetary policy further, financial markets are sceptical about how effective this would be in boosting...

CHI LO
| 29.03.2022